Elevate your career as a Transitions Specialist with Investment Planning Counsel (IPC) in a temporary full time role. You'll play a critical role in onboarding Advisors and facilitating exceptional client experiences.

IPC is expanding its Pinnacle Transitions team and seeks a new Specialist. In this position, you will coordinate onboarding processes, nurture Advisor relationships, and ensure seamless communication among internal groups. Your experience in the financial services industry will be crucial as you engage directly with Advisors, addressing concerns and optimizing processes.

Key Responsibilities:
• Coordinate onboarding for Advisors and their teams
• Maintain trusting relationships with Advisors
• Act as the single point of contact for escalations




• Provide updates and support throughout the transition process
• Monitor documentation and case closure appropriately

Requirements:
• Post-secondary diploma or degree in finance or related field
• Minimum of 3 years in financial platforms, such as Mutual Funds
• Experience in client service or operational support
• Proficient in Microsoft Office and other tools
• Strong verbal and written communication skills

Support IPC’s growth as a Transitions Specialist and enhance your client service expertise.
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📌 Transitions Specialist at IPC (Ontario)
🏢 Canada Life
📍 Ontario