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
Robust 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