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About the Role
Elevate your career as a Client Experience Specialist with Investment Planning Counsel (IPC) in a full-time role. Focus on delivering exceptional service and support for Advisors and clients alike.
IPC, a leading Canadian wealth management firm acquired by Canada Life, is seeking a detail-oriented Client Experience Specialist. This position supports multiple Advisors by providing client service, administrative tasks, and operational backing. Ideal candidates will excel in a fast-paced environment while ensuring compliance and maintaining high client interaction standards.
Key Responsibilities:
• Serve as the primary contact for clients via phone and email
• Prepare for client meetings, including agendas and investment summaries
• Assist with onboarding and handling client inquiries promptly
• Maintain accurate client records in CRM systems
• Track tasks and support Advisor calendar management
Requirements:
• Hig...
IPC, a leading Canadian wealth management firm acquired by Canada Life, is seeking a detail-oriented Client Experience Specialist. This position supports multiple Advisors by providing client service, administrative tasks, and operational backing. Ideal candidates will excel in a fast-paced environment while ensuring compliance and maintaining high client interaction standards.
Key Responsibilities:
• Serve as the primary contact for clients via phone and email
• Prepare for client meetings, including agendas and investment summaries
• Assist with onboarding and handling client inquiries promptly
• Maintain accurate client records in CRM systems
• Track tasks and support Advisor calendar management
Requirements:
• Hig...
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