Join IPC's Pinnacle Transitions team as a Transitions Specialist, focusing on onboarding Advisors and ensuring top-notch client experiences. This hybrid role emphasizes communication, relationship management, and effective operations.
As a Transitions Specialist at IPC, you will coordinate all onboarding aspects for Advisors, cultivating positive, long-lasting relationships from initial contact. Your role requires a keen focus on meeting timelines and providing seamless communication between internal teams and advisors, enhancing their transition experience efficiently.
Key Responsibilities:
• Coordinate onboarding of Advisors and their teams
• Maintain trusting relationships throughout the Advisory journey
• Serve as primary contact for escalation and resolutions




• Provide onboarding updates to Advisors consistently
• Collaborate with internal departments to solve issues
Requirements:
• Post-secondary diploma or degree in business or related field
• 3 years of experience with financial platforms
• Strong skills in Microsoft Office suite required
• Excellent communication and organizational skills
• Bilingual (English/French) capabilities are a plus
Leverage your financial industry knowledge and client service expertise to thrive in this engaging role with IPC and Canada Life.
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📌 Transitions Specialist at IPC Canada Life (Mississauga)
🏢 Canada Life
📍 Mississauga