Elevate client experiences as an Account Manager with Investment Planning Counsel. This role focuses on supporting Portfolio Managers for a seamless client account transition in a hybrid work setting.

Investment Planning Counsel (IPC) is seeking an Account Manager on a seven-month contract. This position involves managing client relationships, ensuring smooth transitions, and collaborating with both internal teams and advisors. Your role will be crucial in facilitating account processes, handling inquiries, and maintaining updated records while focusing on clients’ needs.

Key Responsibilities:
• Support Portfolio Managers in client account transitions
• Review documentation for new and existing accounts
• Liaise with IPC Branch Manager for compliance




• Address trading inquiries and escalate issues as needed
• Track transition activities for reporting and improvements

Requirements:
• 3-5 years of industry experience under IIROC
• Advanced knowledge of IIROC applications (ISM, OSS)
• Post-secondary education in Business Administration
• Proficient in MS Office tools
• Strong relationship-building and time management skills

Leverage your industry expertise to enhance wealth management services at IPC as an Account Manager.
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📌 Account Manager at Investment Planning Counsel (Ontario)
🏢 TechAlliance of Southwestern Ontario, London Economic Development
📍 Ontario