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. #J-18808-Ljbffr

📌 Client Service Associate Georgetown ON (Milton)
🏢 TechAlliance of Southwestern Ontario, London Economic Development
📍 Milton