Join Investment Planning Counsel (IPC) as a Client Service Associate, specializing in wealth management. This full-time position offers a vital role in client service and operational support to financial Advisors.
The Client Service Associate position at IPC involves supporting financial Advisors and delivering an exceptional client experience. You will help with scheduling, meeting preparation, and client onboarding processes. Ideal candidates will be proactive, adaptable, and detail-oriented, demonstrating effective communication skills throughout.
Key Responsibilities:
• Act as first contact for client inquiries
• Coordinate meetings and prepare documentation
• Support client onboarding and service requests




• Maintain client records accurately in systems
• Assist with administrative tasks and compliance needs
Requirements:
• High school diploma; business or finance education preferred
• Prior experience in financial services is an asset
• Excellent interpersonal and communication skills
• Robust organizational skills with attention to detail
• Proficient in MS Office and CRM tools
Utilize your client service expertise within a leading wealth management firm at IPC.
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📌 IPC Client Service Associate, Wealth Management (Penticton)
🏢 Canada Life
📍 Penticton