Client Service Associate, Wealth Management Aurora, ON

Permanent Full Time

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Please note this is a hybrid position based out of our Aurora Ontario branch.

Investment Planning Counsel (IPC) is one of Canadas 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 servesthe 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 Lifes existing wealth platforms create one of Canadas 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 administrative operational and client service support to one or more Advisors. This role is essential to maintaining efficient daily operations delivering a high-quality client experience and ensuring compliance with regulatory and organizational standards. The ideal candidate is detail-oriented client-focused and comfortable in a fast-paced professional environment.

What You Will Do

You will support Advisors and contribute to exceptional client experiences through a variety of responsibilities including:

• Serve as a first point of contact for clients via phone email and inperson interactionsProactively 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 followups to support Advisor productivity
• Handle general office administrative duties
• Contribute to team efficiency and continuous process improvement
  
  

What You Will Bring

• High school diploma required; postsecondary education in business administration finance or a related field preferred
• 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
• Completion of CIRO proficiency requirements (CSC IFC) and licensing an asset
• Clientfocused mindset
• Professionalism and reliability
• Team collaboration and adaptability

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The base salary for this position is between $48750 - $81250 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus commission etc). If you are selected to move forward in our recruitment process your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life

Wereunited by a shared purpose: to improve the financialphysicaland mental well-beingof Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

Werelooking for people who live our values everyday: we step up we do the right thing and we deliver for our customerscommunitiesand each you someone who always strives to do the right thing who steps up for themselves and others and who delivers with impact Then we want to hear from you!

What we offer:

Were committed to supporting our employees through every stage of their career. Heres what you can expect as a full-time or part-time permanent team member:

• Career Development: Opportunities for career advancement access to industry-leading learning programs and up to$2000 annuallytowardseducation reimbursement.

• Health & Wellness:Flexible health and dental benefitsplus a $5000 mental health benefit to support your well-being.

• Time Off:In addition to regular vacation andpersonal dayswe support communityinvolvement with avolunteer day.

• Financial Security:Company-matching pension planshare ownership program andadditionalinvestment options.

• Rewards and Recognition:Employee recognition programs service milestone celebrations employee discounts and more!
• Emphasis onCommunity:We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs)mentorshipprogramssocialclubsandevents.

Learn moreaboutCanada Life.

Werecommitted to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact. All information provided will be handledin accordance withapplicable laws and Canada Life policies.

Canada Lifewould like to thank all applicants however only those who qualify for an interview will be contacted.

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