Take the next step in your career as an Account Manager at Canada Life's Investment Planning Counsel. This full time role specializes in client relations and supports Portfolio Managers in optimizing their service delivery.As an Account Manager with IPC One Advisor Services, your role will be pivotal in ensuring that client accounts transition effortlessly to IPC's platform. You will liaise with internal departments, monitor transition metrics, and address trading inquiries. Adept at managing relationships,



you will ensure effective communication and tracking of each advisor's journey through continuous touchpoints.Key Responsibilities:Facilitate the transition of client accounts for Portfolio ManagersReview account documents and liaise with ComplianceProvide support for trading inquiries and resolve issuesMonitor transition activities and report findingsEstablish strong relationships through regular communicationRequirements:3-5 years of experience with IIROC regulationsStrong knowledge of IIROC online toolsProficient in Microsoft Office applicationsPost-secondary education in Business Administration is beneficialExcellent time management and project oversight skillsUtilize your skills in client relationship management to contribute to Canada Life's vision of enhancing client experiences.

📌 Account Manager At Canada Life'S Ipc Division (Mississauga)
🏢 Canada Life
📍 Mississauga