Become an Account Manager at Investment Planning Counsel in Mississauga, helping Portfolio Managers ensure successful client account transitions. This role emphasizes client service excellence. As an Account Manager for IPC One Advisor Services, you’ll facilitate the transition process for clients under the supervision of newly accredited Portfolio Managers.

Your role includes reviewing documentation, liaising between departments, and monitoring processes to drive improvements. Cultivating solid relationships will be essential for this client-centered position. Key Responsibilities:

- Provide essential support to Portfolio Managers and internal teams
- Oversee and review new account paperwork and workflows




- Ensure compliance through coordination with IPC Branch Manager
- Respond to trading inquiries and escalate when necessary
- Maintain records for tracking transition activities Requirements:
- 3-5 years of industry experience under IIROC regulations
- Advanced familiarity with IIROC online tools
- Proficient in Microsoft Office Suite
- Strong relationship management and time management skills
- Empathetic and client-first decision-making skills Succeed in delivering exceptional client experiences and enhance the Advisor Journey at IPC.

📌 Portfolio Manager Support at IPC (Mississauga)
🏢 TechAlliance of Southwestern Ontario, London Economic Development
📍 Mississauga