Drive client engagement and support for Advisors at Investment Planning Counsel (IPC).

This Client

Relations and Administration Specialist role is vital for exceptional client experiences. IPC, a prominent player in Canada's wealth management landscape and now part of Canada Life, seeks candidates for a full time position. This role offers the chance to support Advisors with various operational tasks while ensuring compliance and organizational efficiency.

Successful candidates are proactive, organized, and detail-oriented, and enjoy multi-tasking in dynamic environments. Key Responsibilities:

- Provide first contact for clients across different channels
- Assist in preparing documentation for meetings
- Handle client onboarding and service inquiries
- Maintain detailed and accurate client records
- Support compliance and process improvement initiatives Requirements:
- High school diploma; business-related post-secondary education preferred
- Previous experience in a client service or administrative role
- Strong communication, problem-solving, and organizational skills
- Ability to work individually and in a team
- Proficiency with MS Office and CRM systems Leverage your expertise in client relations to excel at IPC.

📌 IPC Client Relations and Administration Specialist (Halton Hills)
🏢 Canada Life
📍 Halton Hills