Client Experience Specialist, 12-month contract
About The Position
Investment Planning Counsel (IPC) is a leading independent wealth management firm in Canada, acquired by Canada Life in November 2023. Canada Life is a major financial services provider in Canada. The combined entity is a leading wealth provider. IPC has a 25-year history of helping clients achieve their financial goals. The Client Experience Specialist role is designed to support both Advisors and clients by providing administrative, operational, and client service support. This role is crucial for maintaining efficient daily operations, ensuring a high-quality client experience, and adhering to regulatory and organizational standards. The ideal candidate will be detail-oriented, client-focused, and comfortable in a fast-paced professional environment.
Requirements
- High school diploma required
- Excellent communication, problem solving and interpersonal skills
- Strong organization and attention to detail
- Demonstrated ability to meet deadlines, take initiative and multi-task
- Ability to work independently, and effectively with employees and clients at all levels
- Intermediate to advanced computer skills: proficiency with MS Office programs and CRM systems
- Client-focused mindset
- Professionalism and reliability
- Team collaboration and adaptability
Nice To Haves
- Post-secondary education in business, administration, finance, or a related field preferred
- Prior experience in an Advisor support role in a Financial Services firm is an asset
- Alternate comparable experience in client service/administration will be considered
- Completion of CIRO proficiency requirements (CSC®, IFC®) and licensing an asset
Responsibilities
- Serve as a first point of contact for clients via phone, email, and in-person interactions
- Proactively call/email clients to schedule meetings for the advisors
- Client meeting preparation including identifying opportunities, preparing agendas, investment summaries, disclosures and any outstanding service paperwork
- Assist with client onboarding, account updates, and service requests
- Follow up on client inquiries and ensure timely resolution
- Prepare, process, and track client documentation and forms
- Maintain accurate client records and files in CRM and internal systems
- Support Advisors with calendar management and workflow coordination
- Support compliance processes, audits, and record retention
- Track tasks, deadlines, and follow-ups to support Advisor productivity
- Handle general office administrative duties
- Contribute to team efficiency and continuous process improvement
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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
