Client Experience Specialist - Owen Sound, 12-month contract

The Canada Life Assurance Company • Owen Sound, ON

1d • CA$46,350 - CA$77,250 • Hybrid

About The Position

Investment Planning Counsel (IPC) is a leading independent wealth management firm in Canada, now acquired by Canada Life. This role supports Advisors and clients by providing administrative, operational, and client service support. The position is crucial for maintaining efficient daily operations, ensuring a high-quality client experience, and adhering to regulatory standards. The ideal candidate is detail-oriented, client-focused, and thrives in a fast-paced professional setting.

Requirements

• High school diploma required
• 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
• 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
• Completion of CIRO proficiency requirements (CSC®, CIRE, 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED