Client Experience Lead - Financial Services (British Columbia)

Client Experience Lead - Financial Services (British Columbia)

22 Aug
|
TechAlliance of Southwestern Ontario, London Economic Development
|
British Columbia

22 Aug

TechAlliance of Southwestern Ontario, London Economic Development

British Columbia

Canada Life, following its acquisition of Investment Planning Counsel, is seeking a Client Experience Specialist II in Penticton. You will be the first voice customers hear, coordinating client meetings, handling inquiries, and supporting advisors to deliver a remarkable client experience.
Ideal candidates will have MFDA or IIROC licensing or be willing to complete required education. Robust communication, empathy, and a growth mindset are essential as you contribute to client retention and

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📌 Client Experience Lead - Financial Services (British Columbia)
🏢 TechAlliance of Southwestern Ontario, London Economic Development
📍 British Columbia

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