Enhance client relationships as a Client Experience Specialist with Investment Planning Counsel (IPC). This permanent full time role supports Advisors and ensures exceptional client experiences through administration and service.

As IPC’s Client Experience Specialist, you will be integral in supporting Advisors and fostering positive client relationships. Your tasks will include client meeting preparation, proactive communication, and maintaining accurate records. Successful candidates excel in organization, attention to detail, and possess strong interpersonal skills crucial for navigating a fast-paced setting.

Key Responsibilities:
• Serve as primary client contact via phone and email
• Prepare for client meetings, including documentation




• Assist with onboarding and account updates
• Maintain CRM records for clients
• Support compliance and office administrative tasks

Requirements:
• High school diploma required; post-secondary preferred
• Experience in advisor support or client service
• Robust communication and problem-solving skills
• Detail-oriented with excellent organizational abilities
• Proficiency in MS Office and CRM systems

Bring your client-focused attitude and organizational skills to IPC and make a real impact.
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📌 Client Experience Specialist At Ipc British Columbia (Canada)
🏢 Canada Life
📍 Canada