Elevate client interactions as a Client Experience Specialist with Investment Planning Counsel (IPC). This role is anchored in high-quality client service and teamwork, focusing on productive advisor support.

In this permanent full-time role, you'll provide crucial administrative and operational support to advisors. Your detail-oriented and client-focused approach will ensure effective onboarding, schedule management, and timely resolution of inquiries. As part of IPC, recently acquired by Canada Life, you'll contribute to a remarkable client experience within one of Canada's leading wealth management firms.

Key Responsibilities:
• Act as primary contact for clients via phone and email
• Schedule meetings and prepare client meeting agendas




• Assist with onboarding and account updates
• Maintain accurate client records in CRM systems
• Support compliance processes and audits

Requirements:
• High school diploma; post-secondary education preferred
• Experience in advisor support or client service
• Strong communication and interpersonal skills
• Proficiency in MS Office and CRM systems
• Client-focused and reliable

Bring your operational skills and client dedication to help IPC and Canada Life enhance financial well-being across Canada.
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📌 Client Experience Specialist at Investment Planning Counsel (Ontario)
🏢 Canada Life
📍 Ontario