Join Investment Planning Counsel as a Client Experience Team Lead in a hybrid role. Combine your leadership skills with a focus on enhancing client experiences and team development.

IPC, now a part of Canada Life, is seeking a Team Lead who excels in communication and coaching. The ideal candidate will possess empathy and robust analytical skills. In this position, you will lead Client Experience Specialists, facilitating problem resolution and ensuring exceptional client service.

Key Responsibilities:
• Provide leadership and training to Client Experience Specialists
• Investigate and resolve escalated client matters
• Identify and implement process improvement opportunities
• Communicate effectively with IPC partners and clients
• Assist in onboarding new team members and training validation

Requirements:
• Minimum 5 years in an advisor/client support role
• Relevant diploma or degree in business or finance
• CSC or IFIC completion is mandatory
• Proficient in Word, Outlook, SharePoint, and Excel
• Strong multi-tasking abilities in a fast-paced environment

Lead a team focused on exceptional client experiences at IPC under the Canada Life umbrella.
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📌 Client Experience Team Lead at IPC (Alberta)
🏢 Canada Life
📍 Alberta