Join IPC as a Client Experience Specialist, contributing to exceptional service for clients across Ontario. This full time role is pivotal in supporting financial advisors and enhancing overall client experience.

Investment Planning Counsel, part of Canada Life, emphasizes a collaborative environment where client care is a shared goal. With 2 years of experience in client support, you will assist clients through various communication methods and manage essential documentation. This position is key to achieving retention and satisfaction metrics.

Key Responsibilities:
• Respond to client inquiries via various channels
• Coordinate and document client meetings effectively
• Handle client requests within service level agreements
• Escalate issues promptly to the appropriate teams
• Enter client information accurately in CRM systems

Requirements:
• 2 years in an Advisor/client support role
• Post-secondary education in business or finance
• Strong knowledge of Office365 tools
• Excellent organizational and multi-tasking abilities
• Preferably pursuing relevant financial qualifications

Help IPC drive success through outstanding client interactions and teamwork.
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📌 Client Experience Specialist in Ontario
🏢 Canada Life
📍 Ontario