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 issuesRequirements:- 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 plusLeverage your financial industry knowledge and client service expertise to thrive in this engaging role with IPC and Canada Life.#J-18808-Ljbffr

📌 Transitions Specialist (Winnipeg)
🏢 IPC Canada Life
📍 Winnipeg