Become a Client Service Associate with Investment Planning Counsel in Georgetown, ON, and help transform client interactions into exceptional experiences. This permanent full-time role is perfect for those skilled in administration and client support.

As a Client Experience Specialist, your responsibilities will include serving as the initial point of contact for clients and supporting Advisors in various capacities. Your organizational skills and attention to detail will play a critical role in maintaining effective operations and ensuring compliance. This is your opportunity to contribute to improving the lives of clients while being part of a dynamic team.

Key Responsibilities:
• First point of contact for client inquiries via phone and email
• Manage Advisors' meeting schedules and documentation




• Prepare agendas and investment summaries for client meetings
• Assist with onboarding and resolving service requests
• Track client documentation and ensure compliance

Requirements:
• High school diploma; post-secondary education preferred
• Relevant experience in financial services or client support
• Excellent interpersonal and communication skills
• Strong organizational and time management skills
• Proficiency in MS Office and CRM software

Bring your dedication to client service and support the growth and satisfaction of clients at Canada Life.
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📌 Client Experience Specialist at Canada Life (Ontario)
🏢 TechAlliance of Southwestern Ontario, London Economic Development
📍 Ontario