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