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Process Advisor Jobs in Milton, ON (NOW HIRING)

HollisWealth

Contracting Assistant

Toronto, ON · Hybrid

CA$45K/yr

Process advisor contract terminations, including orphan business reassignment with the carriers. * Coordinate advisor transfer out requests from PPI to their New MGA. * Facilitate advisor block ...

HUB

Transfer Specialist

Woodbridge, ON · Hybrid

CA$45K - CA$50K/yr

Process advisor Buy/Sell agreements on block transfers and Reassignments to ensure full servicing and commission changes reflecting the advisor and MGA changes * Establish and maintain strong working ...

Ci

Financial Operations Associate

Burlington, ON · On-site

CA$50K - CA$58K/yr

Process advisor tickets and inquiries submitted through the Wealth Platform in accordance with established service level agreements (SLAs). * Investigate and respond to inquiries within agreed-upon ...

Forbes GM

Service Advisor

Waterloo, ON

The Service Advisor is responsible for ensuring that our service customers receive timely, friendly ... If you require accommodation in order to participate in the hiring process, please contact us at ...

Ci

Director, Advisor Development

Toronto, ON

Stakeholder Management - employing savvy communication and management processes to keep everyone ... Create strong relationships with advisors across CI's key distribution channels to enhance their ...

Cayenta

(Remote) Application Consultant

Oakville, ON · Remote

It is important for this individual to evolve into a conduit between Operations, R&D, and our clients, working cross-functionally to become a product expert and a client process advisor. The ...

Global Furniture Group

Process Engineer

North York, ON · On-site

CA$75K - CA$84K/yr

The Process Engineer is responsible for the exploration and potential development of new and ... Those requiring accommodation should advise Human Resources and Global will provide suitable ...

Cayenta

(Remote) Application Consultant

Toronto, ON · Remote

It is important for this individual to evolve into a conduit between Operations, R&D, and our clients, working cross-functionally to become a product expert and a client process advisor. The ...

Cayenta

(Remote) Application Consultant

Guelph, ON · Remote

It is important for this individual to evolve into a conduit between Operations, R&D, and our clients, working cross-functionally to become a product expert and a client process advisor. The ...

HollisWealth

Financial Advisor

Toronto, ON · Hybrid

Financial Advisor Build the future with us Are you driven by helping clients feel confident and ... process client accounts. * Maintain client files and information across internal systems.

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Showing results 1-20

All JobsProcess Advisor JobsProcess Advisor Jobs in Milton, ON

Process Advisor information

See Milton, ON salary details

$21.8K

$54.5K

$115.4K

How much do process advisor jobs pay per year?

As of Aug 24, 2026, the average yearly pay for process advisor in Milton, ON is $54,521.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,117.00 and $61,504.00 per year, depending on experience, location, and employer.

What does a process advisor do?

A process advisor analyzes and improves business processes to increase efficiency and effectiveness. They identify areas for improvement, develop strategies, and often use tools like flowcharts or data analysis software to implement changes, supporting organizational goals and ensuring compliance.

What is the role of a process advisor?

A process advisor is responsible for analyzing, designing, and improving business processes to increase efficiency and effectiveness. They often use tools like process mapping and data analysis, and may collaborate with teams to implement best practices and ensure compliance.

What cities near Milton, ON are hiring for Process Advisor jobs?

Cities near Milton, ON with the most Process Advisor job openings:

Process Advisor jobs near you
Infographic showing various Process Advisor job openings in Milton, ON as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, 2% Contract, and 1% Nights. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $54,521 per year, or $26.2 per hour.

Contracting Team Lead

Insurance Talent Group

Mississauga, ON

$70K - $75K/yr

Full-time

Posted 18 days ago

Job description

Contracting Team Lead
Mississauga, Ontario
Position Summary
The Contracting Team Lead plays a critical leadership role in supporting the organization's commitment to delivering exceptional advisor service. As one of the first points of contact for advisors, the Contracting Team Lead oversees the advisor contracting process, ensures regulatory compliance, supports team performance, and drives operational excellence within the Contracting Department.
This position combines technical expertise in advisor contracting and licensing with leadership responsibilities, including coaching team members, assigning workloads, resolving complex issues, and collaborating with key stakeholders across the organization. The Contracting Team Lead must demonstrate exceptional attention to detail, strong organizational skills, and a commitment to delivering outstanding advisor service.
Main Objectives
  • Support newly recruited advisors through the contracting and onboarding process.
  • Ensure compliance with regulatory standards related to licensing, E&O insurance, and registrations.
  • Foster positive and professional communication with advisors, carriers, fund companies, and internal staff.
Workplace Model
  • On-site at the head office.
  • Salary: $70,000-$75,000
  • Monday to Friday: 8:30 a.m. - 5:00 p.m.
  • Occasional work outside regular business hours may be required based on business needs.
Supervision Received
Direct supervision is provided by the Contracting Consultant. All Contracting Associates report to the Head of Contracting and Compensation. Reporting relationships may change at any time at the sole discretion of the organization.
Key ResponsibilitiesLeadership and Team Management
  • Lead, coach, and support the Contracting team to ensure high performance, accountability, and exceptional service delivery.
  • Assign, prioritize, and monitor workloads to ensure service standards and departmental deadlines are consistently met.
  • Train, mentor, and onboard new Contracting Associates, providing ongoing guidance and support.
  • Establish work priorities and collaborate with team members to ensure efficient execution of departmental objectives.
  • Monitor service levels, productivity metrics, and team performance, identifying opportunities for continuous improvement.
  • Develop and implement process improvements to enhance operational efficiency and the advisor experience.
Advisor Contracting and Onboarding
  • Oversee and support the end-to-end advisor onboarding and contracting process, from initial referral through completion and activation.
  • Assist with advisor referrals for both mutual fund and insurance advisors and ensure timely follow-up throughout the onboarding process.
  • Manage complex advisor contracting cases independently and serve as the escalation point for challenging situations.
  • Create, maintain, and ensure the accuracy of advisor profiles within APEXA and other applicable systems.
  • Guide advisors and Advisor Group Associates (AGAs) through the establishment of contractual relationships with the organization.
  • Execute advisor agreements on behalf of the organization in accordance with company policies and delegated authority.
  • Ensure all advisor licensing, registrations, Errors & Omissions (E&O) insurance, and contracting requirements remain current and compliant.
Compliance and Licensing Administration
  • Manage and respond to licensing controls and compliance requirements for both life insurance and mutual fund advisors.
  • Monitor advisor licensing, registration statuses, and regulatory requirements to ensure ongoing compliance.
  • Act as the department's subject matter expert on contracting requirements, licensing regulations, carrier procedures, and industry standards.
  • Collaborate with Compliance and Sales Leadership to address contracting, licensing, and regulatory matters.
Carrier and Advisor Support
  • Build and maintain strong working relationships with insurance carriers, fund companies, and industry partners.
  • Resolve complex carrier-related issues and serve as the primary escalation point for contracting concerns.
  • Communicate professionally and promptly with advisors, carriers, internal departments, and external stakeholders.
  • Act as a liaison between advisors and internal departments to facilitate a seamless onboarding and transition experience.
Systems, Data Management, and Reporting
  • Maintain and regularly update Pipedrive, the Agent Contracting Tracker, and other departmental systems.
  • Ensure the accuracy and integrity of advisor records, including banking information, addresses, licensing details, and contractual data.
  • Process advisor terminations and ensure all systems, carriers, and relevant stakeholders are updated accordingly.
  • Prepare, analyze, and distribute reports related to contracting activity, advisor onboarding status, licensing compliance, and departmental performance metrics.
  • Track advisor book purchases and sales, ensuring documentation, approvals, and execution are completed accurately and within required timelines.
  • Lead and support MGA technology initiatives, including the implementation, testing, training, and ongoing optimization of platforms such as IntellectAI, as well as other projects that support departmental and organizational objectives.
Confidentiality and Professional Standards
  • Handle sensitive advisor, client, and company information with the highest level of confidentiality and professionalism.
  • Ensure adherence to company policies, procedures, regulatory requirements, and industry best practices.
  • Perform additional duties and responsibilities as assigned to support departmental and organizational objectives.

Skills and Qualifications
  • Minimum of 3 years of experience in advisor contracting, licensing, compliance administration, or a related financial services role.
  • Previous leadership, supervisory, or team lead experience preferred.
  • Strong knowledge of mutual fund and insurance industry contracting requirements.
  • Understanding of licensing, registration, and regulatory compliance requirements.
  • Exceptional organizational skills and attention to detail.
  • Strong analytical, problem-solving, and decision-making abilities.
  • Excellent communication and interpersonal skills.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Proficiency with CRM systems, advisor databases, and Microsoft Office applications. Proficiency in the Microsoft 365 Office Suite (Excel, Word, and Outlook) is required, along with the ability to adapt to new technology.
  • Ability to work independently, solve problems, and determine effective solutions while collaborating with the team to achieve organizational goals.