Associate Manager, Private Wealth

The Canada Life Assurance Company•Mississauga, ON

7d•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 additional operations in Europe and the United States. With the acquisition, IPC and Canada Life’s existing wealth platforms create one of Canada’s leading wealth providers. The Associate Manager, Private Wealth Services is accountable for leading the Private Wealth Advisor Service Team and delivering an exceptional advisor experience across the full service lifecycle — from new account opening through ongoing investment servicing. This role focuses on operational excellence, people leadership, advisor partnership, and continuous improvement in a regulated environment. You will manage day-to-day service delivery, oversee operational processes, resolve escalations, and collaborate with internal partners to support business growth, efficiency, and compliance.

Requirements

5–10 years of experience leading an operations team within the financial services industry
Strong knowledge of IIROC (and MFDA) regulatory and operational requirements
Proven people leadership skills, including coaching, performance management, and team development
Experience leading operational change, process improvement, and technology initiatives
Strong communication, relationship-building, and stakeholder management skills
Ability to manage multiple priorities and perform effectively in a fast-paced environment
Post-secondary education required
Proficiency in Microsoft Office (Excel, Word, PowerPoint)

Nice To Haves

Previous experience with an IIROC dealer and/or nominee platform (asset)
CSC and/or IFIC designation considered an asset
portfolio analysis tools considered an asset

Responsibilities

Lead and manage the Private Wealth Service Team, including performance management, coaching, and employee development
Oversee operational activities such as new account openings, dealer transfers, systematic plans, and specialized processing
Ensure timely, accurate, and compliant service delivery aligned with IIROC regulatory standards
Act as an escalation point for advisor service issues, providing effective and timely resolution
Drive continuous improvement by streamlining processes, improving controls, and enhancing service metrics
Co-lead technology enhancements and operational initiatives to support business and regulatory requirements
Develop, maintain, and ensure adherence to documented operational procedures and standards
Build strong partnerships with advisors and internal stakeholders to support Private Wealth growth
Manage external outsourcing partners with a focus on service quality, cost management, and governance
Recruit, train, and retain a high-performing, cross-trained service team

Benefits

Opportunities for career advancement
access to industry-leading learning programs
$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
Employee Resource Groups (ERGs)
mentorship programs
social clubs and events