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About the Role
Permanent Full Time
Investment Planning Counsel (IPC) is one of Canada’s leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience.
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 additional operations in Europe and the United States.
With the acquisition, IPC and Canada Life’s existing wealth platforms create one of Canada’s leading wealth providers.
Over the past 25 years, our advisory teams have helped clients live their dreams through sound financial planning and comprehensive wealth management. At IPC, the Client Experience Specialist role is designed to support both Advisors and clients effectively.
In this position, you will provide administr...
Investment Planning Counsel (IPC) is one of Canada’s leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience.
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 additional operations in Europe and the United States.
With the acquisition, IPC and Canada Life’s existing wealth platforms create one of Canada’s leading wealth providers.
Over the past 25 years, our advisory teams have helped clients live their dreams through sound financial planning and comprehensive wealth management. At IPC, the Client Experience Specialist role is designed to support both Advisors and clients effectively.
In this position, you will provide administr...
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