Account Manager - 7 Month Contract

The Canada Life Assurance Company • Mississauga, ON

15d • CA$57,100 - CA$85,600 • Hybrid

About The Position

Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. In November 2023, Canada Life acquired IPC. Canada Life is a member of the Power Financial Corporation group of companies and serves the financial security needs of more than 13 million people across Canada. With the acquisition, IPC and Canada Life’s existing wealth platforms create one of Canada’s leading wealth providers. We are seeking an Account Manager for IPC One Advisor Services, someone who will support newly accredited Portfolio Managers in a relationship management capacity, ensuring that their clients’ accounts transition successfully to IPC One. This individual will function as the liaison between the Portfolio Managers and internal departments at IPC in all aspects of the Advisor Journey. Please note this is a 7 month contract.

Requirements

• Must possess at least 3-5 years of industry work experience (IIROC regulatory framework)
• Must have advanced knowledge of IIROC online applications (ISM, Net Rep, I-Most, OSS)
• Post-secondary education in Business Administration
• Proficient in MS Word, Excel, PowerPoint, Outlook, and Office 365
• Relationship-building skills; can establish rapport from the get-go and recognize obvious working traits of the advisor and branch.
• Empathic with sound judgement in decision making– keeping in mind that “The Client Comes First.”
• Multi-task –Can oversee/manage multiple projects effectively with a capacity for dealing with tight deadlines; must possess excellent time management skills.

Nice To Haves

• CSC is an asset.

Responsibilities

• Providing support to the Portfolio Manager, branch, and internal IPC teams on all requirements to facilitate the transition of clients smoothly (households, mandated and non-mandated accounts systematic financials, documentation required and e-delivery)
• Reviewing all paperwork received for existing/new account opening through the applications used (Synergize, Broadridge)
• Coordinate with the IPC Branch Manager (Compliance) to ensure that all requirements meet.
• Consult with back office to address trading inquiries and/or challenges and escalate issues to management as needed.
• In depth understanding and processing of workflows and procedures required to transition existing accounts to mandated/non-mandated accounts on the new platform.
• Daily Investment Form for initial investments on non-mandate accounts completion
• Monitor and track transition activity for reporting purposes, identify SLAs and opportunities for improvement.
• Build and maintain relationship with the Portfolio Manager and team through consistent touchpoints (e-mails, meetings, and dashboard updates.)
• Ensure professional and timely communication both written and verbal when addressing inquiries and/or challenges.
• Function as the single point of contact for the advisors and internal business members, as well as providing an update on the progress: advancements made, next steps.
• Maintain accurate records to report weekly and monthly volumes, SLA, issues, and resolution.
• Identify trends of re-occurring, ongoing and/or regular challenges experienced by the Portfolio Managers and internal partners.

Benefits

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
• Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
• Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
• Financial Security: Company-matching pension plan, share ownership program and additional investment options.
• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree