Elevate client interactions as a Client Service Associate with Investment Planning Counsel in Milton, ON. This full-time role focuses on providing comprehensive support to advisors and clients alike.

As a permanent, full time Client Service Associate, you will deliver exceptional service while assisting Advisors in the wealth management industry. Your responsibilities will include managing client communications, preparing meeting agendas, and overseeing client onboarding processes. Your attention to detail and commitment to quality will contribute significantly to a seamless client experience.

Key Responsibilities:
• Serve as primary contact for clients via various channels
• Schedule meetings and prepare documents for Advisor engagements




• Assist with onboarding and client service inquiries
• Maintain accurate client records in CRM systems
• Support compliance and administrative tasks

Requirements:
• High school diploma; post-secondary education preferred
• Experience in Advisor support role in Financial Services
• Proficient in MS Office and CRM software
• Excellent organization and communication skills
• Client-focused mindset and ability to multitask

Your attention to detail and organizational skills will help elevate the client experience at Canada Life.
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📌 Client Service Associate at Canada Life (Ontario)
🏢 TechAlliance of Southwestern Ontario, London Economic Development
📍 Ontario