Elevate client experiences at Canada Life as a Client Service Associate, focusing on exceptional communication and support for financial advisement. This full time role serves as the first point of contact for clients, ensuring satisfaction through tailored assistance.

Investment Planning Counsel (IPC) is seeking a collaborative individual with 2 years in client support within financial services to enhance its operations. Critical responsibilities involve responding to client inquiries, managing appointments for advisors, and facilitating smooth communication regarding client needs.

Key Responsibilities:
• Handle inquiries via phone, email, and in-person
• Schedule and document advisor/client meetings
• Ensure all client paperwork is accurate




• Escalate issues to the relevant team members
• Contribute to achieving client retention and growth goals

Requirements:
• Minimum 2 years in a client support role
• Post-secondary education in finance or business preferred
• Proficiency in Microsoft Office suite
• Strong organizational and time management skills
• Ability to build and maintain client relationships

Join Canada Life to make a meaningful impact in the world of financial services while driving excellence in customer experiences.
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📌 Canada Life Client Service Associate (Ontario)
🏢 Canada Life
📍 Ontario