Bilingual (Fr/En) Assistant Manager
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. With the acquisition, IPC and Canada Life’s existing wealth platforms create one of Canada’s leading wealth providers. The Assistant Manager will serve as a supportive leader dedicated to helping Specialists reach their goals, fostering team growth and development, and ensuring efficient office operations (including scheduling, resource management, and administrative tasks). A proactive approach, effective communication skills, and commitment to excellence will be instrumental in driving team performance and achieving organizational success.
Requirements
- Bilingualism (fluent in French and English) required, as the position will regularly serve our clients with English and French-speaking need
- Ability to coach, lead and develop team members to perform effectively
- Able to communicate clearly and concisely the goals and objectives of IPC and Pinnacle to all stakeholders; and able to effectively communicate to all levels of team and audience
- Ensures excellence in every interaction to provide a consistent experience for all clients
- Ability to oversee/manage multiple projects effectively and a capacity for dealing with tight deadline while managing various working teams
- 5+ years of experience in a financial advisory firm. Alternate comparable experience will be considered
- Advanced knowledge of Word, Outlook, SharePoint, and Excel. Ability to effectively use technology in the daily work routine
Nice To Haves
- Previous experience in a leadership role with direct reports is an asset
- Post-secondary diploma or degree in business or other related discipline preferred
- Completion of CSC or IFIC is an asset
Responsibilities
- Provide leadership to a team of Client Experience Specialists, acting as a point of contact for matters requiring further escalation, review, or ‘on the spot’ coaching opportunities
- Support the Regional Director in ensuring that business operations and compliance issues are kept to the highest standards
- Engage in ongoing coaching with team members, providing feedback and assisting in performance reviews, and time management responsibilities
- Identify training needs, learning opportunities and knowledge gaps within the team, in addition to validating the onboarding training completion
- Investigate, research, and facilitate accurate solutions on escalated matters
- Recognize and contribute to process improvement opportunities intended to benefit the corporate branch through active engagement with our client experience specialists and management
- Actively respond, support, and communicate as required with IPC partners on behalf, and in the best interest of clients, Advisors, Specialists and IPC
- Collaborate with management on reporting, data management, and internal communication requests
- Travel may be required to attend on site coaching or conducting learning sessions across the region
Benefits
- Opportunities for career advancement
- Access to industry-leading learning programs
- Up to $2,000 annually towards education reimbursement
- Flexible health and dental benefits
- $5,000 mental health benefit
- In addition to regular vacation and personal days, we support community involvement with a volunteer day
- Company-matching pension plan
- Share ownership program
- Additional investment options
- Employee recognition programs
- Service milestone celebrations
- Employee discounts
- Workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
