Elevate your career in finance as a Client Service Associate with Investment Planning Counsel in Georgetown, ON. This full-time role focuses on delivering exceptional client service and supporting Advisors effectively.

At Investment Planning Counsel, part of Canada Life, you will play a vital role in enhancing client experiences through various administrative and operational duties. As a Client Service Associate, you will manage client communications, prepare for meetings, and assist with onboarding. Your attention to detail and organizational skills will be crucial in ensuring a seamless workflow and compliance with industry standards.

Key Responsibilities:
• Serve as first point of contact for clients
• Proactively manage client scheduling for Advisors




• Prepare meeting materials and investment summaries
• Assist with client onboarding and inquiries
• Maintain accurate client records in CRM systems

Requirements:
• High school diploma required; business education preferred
• Previous experience in financial services support is an asset
• Excellent communication and interpersonal skills
• Solid organizational and multitasking abilities
• Proficiency in MS Office and CRM tools

Bring your client-focused mindset and organizational skills to create impactful experiences for clients at Canada Life.
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📌 Client Service Associate Georgetown ON (Ontario)
🏢 TechAlliance of Southwestern Ontario, London Economic Development
📍 Ontario