Client Experience Specialist - Calgary
About The Position
Investment Planning Counsel (IPC) is a leading independent wealth management firm in Canada, now part of Canada Life. This front-line role is crucial for maintaining efficient daily operations, delivering a high-quality client experience, and ensuring compliance with regulatory and organizational standards. The position involves managing calendars, client communication, and document preparation with a high degree of accuracy. The ideal candidate is detail-oriented, client-focused, motivated, comfortable in a fast-paced professional environment, and eager to learn and grow. This role is key to delivering exceptional client experiences in wealth management and offers opportunities for career advancement into advisory roles.
Requirements
- Proficiency with MS Office and CRM systems
- Client-Centric Mindset – Focused on delivering high-quality, responsive service
- Attention to Detail & Accuracy – Critical for documentation, compliance, and client trust
- Organization & Time Management – Ability to manage competing priorities and deadlines
- Communication Skills – Strong verbal and written skills across clients and internal teams
- Initiative & Accountability – Proactive in identifying needs and driving follow-through
- Adaptability & Team Collaboration – Thrives in a fast-paced, team-oriented environment
Nice To Haves
- 1–2+ years in wealth management, financial services, or client service support
- Post-secondary education in business, finance, or related field
- Progress toward or completion of industry licensing (CSC®, IFC®) is an asset
Responsibilities
- Act as primary point of contact for clients (phone, email, and in person)
- Proactively schedule meetings and maintain consistent client engagement
- Ensure timely follow-up and resolution of client inquiries
- Assist with client onboarding, account updates, and service requests
- Maintain accurate CRM records to enable informed client servicing and opportunities
- Prepare client meeting materials (agendas, financial reports, investment summaries)
- Identify service gaps or opportunities ahead of client interactions
- Manage calendars, workflows, and follow-ups to maximize Advisor capacity
- Prepare, process, and track client documentation with precision
- Support compliance, audit readiness, and record retention
- Track tasks, deadlines, and deliverables to ensure execution discipline
- Contribute to streamlined workflows and continuous improvement
- Support overall office operations and team productivity
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
Entry Level
Education Level
Associate degree
