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 - Robust 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.#J-18808-Ljbffr

📌 Transitions Specialist At Ipc Canada Life Winnipeg
🏢 Canada Life
📍 Winnipeg