Client Service Associate, Wealth Management - St.

Permanent Full

Time - Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience. As the Client Experience Specialist, you will be the ‘glue’ that binds all client relationships together, you will be the first voice people hear when they call in, and the first person they see when they visit.

Major responsibilities will include client servicing, client meeting coordination, review and follow up on client communication and documentation, administrative support to advisors and other duties as assigned. The ideal candidate will be MFDA or IIROC licensed, or willing to complete all required continuing education requirements for licencing. Respond to client inquiries via telephone, email, video conference and in person Ensure excellence in every interaction to provide a consistent experience for existing clients and prospects Schedule and manage Advisor/Client Appointments and events, participating and documenting key information where required Handle all client requests with the Advisor and/or the team within pre-defined SLA’s Provide absenteeism coverage for other support staff, as directed from time to time.

Ensure accuracy of completed account/trade paperwork, financial plans and all client meeting documentation Coordinate client account/trade instructions for creation and completion. Ensure that all client information is entered in the CRM 2 years in an Advisor/Client support role in a Financial Services/Insurance firm ~ Post secondary diploma or degree in business, finance, economics or other related discipline.



This role will be supporting advisors and clients on the MFDA platform. ~ Initiate and maintain excellent relationships with clients, advisors, branch support staff, IPC Head Office staff and other key stakeholders. ~ Excellent client service skills are required. ~ Organizational skills and time management ~ Must have knowledge of Office365, PowerPoint, Word, Outlook, Excel, and SharePoint.

This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’relooking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers,communitiesand each other.We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member: ~ Adaptable health and dental benefits,plus a $5,000 mental health benefit to support your well-being. ~ Time Off: In addition to regular vacation andpersonal days,we support communityinvolvement with avolunteer day. ~ Financial Security: Company-matching pension plan,share ownership program andadditionalinvestment options. Employee recognition programs, service milestone celebrations, employee discounts and more!

We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents. All information provided will be handledin accordance withapplicable laws and Canada Life policies.

📌 Client Service Associate, Wealth Management - St. Catharines
🏢 TechAlliance of Southwestern Ontario, London Economic Development
📍 St. Catharines