Operations Coordinator (bilingual) Pointe-Claire, QC

Permanent Full Time

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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.

The Operations Coordinator plays an important role in the day-to-day operations of the regional offices. They are the point of contact and handle a wide variety of customer support tasks. The OC is responsible for processing requests distributing mail and producing basic reports to support other EVS roles in their region. They support the CRS and also act as the primary liaison for on-site support and with technology support at the regional office level.

We are looking for a Bilingual Operations Coordinator. This position requires being in the office 4 days a week from the office in Pointe Claire QC.

Primary Duties:

• Act as the primary point of contact for dealing with clients at the front desk on the phone and through the general email inbox
• Provide support in the office for mailings faxes and emails as well as general oversight (multi-function devices supplies troubleshooting PRA fire safety plan communications with the building manager etc.)
• Provide support to staff and advisors with onboarding and termination processes (keys badges security access requests setup offices)
• Provide general business support (forms inquiries finding an advisor)
• Manage the continuing education unit process (certificates mailing file etc.)
• Produce basic reports for management and the team as required
• Provide general support for activities taking place in the office

What You Will Do bring:

• Bilingualism (fluent in French and English) required as the position will regularly serve our clients with English and French-speaking needs.
• Post-secondary degree
• Understand the operations of a sales organization
• Proficiency in the use of Microsoft Office (Outlook Word Excel and PowerPoint) Ability to learn new technologies
• Demonstrate an aptitude for establishing strong collaborative relationships with multiple business partners at the regional and national levels
• Possess excellent verbal and written communication skills (French and English)
• Respond quickly to customer and business partner requests with tact courtesy and patience
• Demonstrate a proactive approach showing initiative towards process improvement and individual development
• Possess a strong sense of organization as well as the ability to manage multiple priorities and meet deadlines
• Have the ability to work well within a diverse team and a strong aptitude for independent work
• Establish and maintain positive working relationships with others both internally and externally the external

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The base salary for this position is between $38700 - $52400 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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