Transitions Specialist - 12 Month Contract

The Canada Life Assurance Company•Mississauga, ON

3d•CA$50,900 - CA$76,400•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 the acquisition, IPC and Canada Life’s existing wealth platforms create one of Canada’s leading wealth providers. Our IPC Pinnacle Transitions team is currently growing! We’re seeking a Transitions Specialist – someone who helps to facilitate all aspects of onboarding Advisors and their teams. The Transitions department implements best practices to effectively manage the execution of both internal and external Advisor transitions.

Requirements

Post secondary diploma or degree in business, finance, economics or other related discipline.
Minimum of 3 years of financial platforms (Mutual Funds)
Experience in a contact centre, client service, or operational support environment.
High proficiency in Microsoft Office software: Project, Excel, Visio, Power Point, Word
Knowledge of the industry (e.g., financial services, insurance, etc.)
Strong communication skills—both verbal and written.
Excellent client service skills are required. Ability to anticipate client needs and timely follow up is expected.
Organizational skills and time management – Able to multi-task, prioritize and should be comfortable working in a fast-paced environment.

Nice To Haves

Completion of IFIC, CSC and/or CPH is an asset.
Bilingual capabilities (English/French) are an asset.

Responsibilities

Coordinate all aspects of onboarding Advisors and their teams
Develop and maintain positive, trusting relationships with Advisors from first contact on an ongoing basis throughout their relationship with IPC
Act as the single point of contact for any escalations providing an immediate response with the commitment to provide resolution
Keep the Advisors up to date with progress of Transition
Communicate onboarding updates with all internal partners to ensure all timelines are met
Engage relevant business partners to address and resolve issues/concerns raised by the Advisor through strong understanding of Advisor concerns and knowledge of internal operations
Maintain a client focused approach, ensuring each interaction reflects empathy, professionalism, and ownership.
Identify recurring issues and recommend process improvements.
Process client requests, transactions, or service changes in accordance onboarding duties
Ensure all documentation, forms, and system updates are completed accurately and efficiently.
Monitor and track open cases to ensure timely closure and follow up.
Build strong, trust-based relationships by providing reliable, knowledgeable support.
Coordinate with internal departments (e.g., Operations, Technology, Sales, Compliance) to support seamless solutions.
Generate or contribute to service metrics, performance reports, or client feedback analysis.

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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