Investment Planning Counsel - Operations Coordinator (Winnipeg)

Investment Planning Counsel - Operations Coordinator (Winnipeg)

29 Aug
|
TechAlliance of Southwestern Ontario, London Economic Development
|
Winnipeg

29 Aug

TechAlliance of Southwestern Ontario, London Economic Development

Winnipeg

Shape organizational effectiveness at Investment Planning Counsel as a Bilingual Operations Coordinator in Pointe Claire, Quebec. Make a difference by delivering superior customer and team support in a full-time role.

This position plays a vital role in daily office operations following IPC's merge with Canada Life. You'll engage with clients both in person and via digital communication while managing essential operational tasks that support the strategic goals of the firm. Bilingual skills are required to ensure a tailored experience for our diverse clientele.

Key Responsibilities: • Manage primary communication with clients and business partners • Oversee mail, supplies,



and office equipment maintenance • Assist in onboarding processes for staff members • Generate reports to support team functions • Facilitate the management of continuing education processes

Requirements: • Bilingual in English and French is required • Post-secondary degree is advantageous • Proficient in Microsoft Office suite • Capable of prioritizing tasks in a busy work setting • Excellent written and verbal communication skills

Contribute to IPC's mission of enhancing client experiences through your operational coordination skills in Pointe Claire. #J-18808-Ljbffr

📌 Investment Planning Counsel - Operations Coordinator (Winnipeg)
🏢 TechAlliance of Southwestern Ontario, London Economic Development
📍 Winnipeg

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