Become a Client Experience Specialist at Canada Life's Investment Planning Counsel in Milton, ON. This full-time position focuses on delivering high-quality support for Advisors and clients.

The Client Service Associate role is essential for ensuring smooth operations in wealth management. You will provide comprehensive administrative support, manage client communications, and prepare documentation. Your detail-oriented nature will ensure both compliance and an exceptional client experience.

Key Responsibilities:
• Act as initial touchpoint for clients in various interactions
• Prepare agendas and materials for client meetings
• Manage client onboarding processes and account updates




• Follow up on inquiries and maintain timely resolutions
• Assist Advisors with workflows and calendar management

Requirements:
• High school diploma; post-secondary education in related fields preferred
• Previous Advisor support experience is an asset
• Excellent organizational and communication abilities
• Robust computer skills with MS Office and CRMs
• Ability to work independently and handle deadlines well

Your role will significantly enhance the client experience at Canada Life.
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📌 Client Experience Specialist - Milton, ON (Ontario)
🏢 TechAlliance of Southwestern Ontario, London Economic Development
📍 Ontario