Become a Client Service Administrator with Canada Life, working at Investment Planning Counsel in a hybrid workplace based in Aurora, Ontario. Focus on delivering outstanding client experiences while supporting Advisors.

In this full-time position, you'll assist in all aspects of client service, ensuring smooth operations and regulatory compliance. Your contributions will range from meeting preparation to maintaining client records, underscoring your role as a crucial support to financial Advisors. Attention to detail and a client-first attitude will set you apart.

Key Responsibilities:



• Engage with clients as the first point of contact • Prepare materials for advisor-client meetings • Support onboarding and manage service requests • Process client documentation and ensure record accuracy • Assist Advisors with workflow and schedule management

Requirements: • High school diploma; preferred post-secondary education in business • Experience supporting Advisors in financial settings considered • Strong communication and problem-solving skills • Keen attention to detail and organization • Proficiency in MS Office and CRM systems

Utilize your expertise in client service to foster meaningful relationships and improve workflows at IPC. #J-18808-Ljbffr

📌 Client Service Administrator at Canada Life (Winnipeg)
🏢 Canada Life
📍 Winnipeg