Client Service Associate, Wealth Management - Georgetown, ON 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. Over the past 25 years, our advisory teams have helped clients live their dreams through sound financial planning and comprehensive wealth management.

At IPC, the Client Experience Specialist role is designed to support both Advisors and clients effectively. In this position, you will provide administrative, operational, and client service support to one or more Advisors. This role is essential to maintaining efficient daily operations, delivering a high-quality client experience, and ensuring compliance with regulatory and organizational standards.

You will support Advisors and contribute to exceptional client experiences through a variety of responsibilities, including: Serve as a first point of contact for clients via phone, email, and in‑person interactions Client meeting preparation including identifying opportunities, preparing agendas, investment summaries, disclosures and any outstanding service paperwork Assist with client onboarding, account updates, and service requests Maintain accurate client records and files in CRM and internal systems Support Advisors with calendar management and workflow coordination Support compliance processes, audits, and record retention Track tasks, deadlines, and follow‑ups to support Advisor productivity Handle general office administrative duties Contribute to team efficiency and continuous process improvement High school diploma required; post‑secondary education in business, administration, finance,



or a related field preferred Prior experience in an Advisor support role in a Financial Services firm is an asset. Alternate comparable experience in client service/administration will be considered Intermediate to advanced computer skills: proficiency with MS Office programs and CRM systems Completion of CIRO proficiency requirements (CSC®, IFC®) and licensing an asset 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: ~ Flexible 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 - Georgetown, ON
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