Permanent Full Time Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience. We are seeking an Account Manager for IPC One Advisor Services, someone who will support newly accredited Portfolio Managers in a relationship management capacity, ensuring that their clients’ accounts transition successfully to IPC One.

Providing support to the Portfolio Manager, branch, and internal IPC teams on all requirements to facilitate the transition of clients smoothly (households, mandated and non-mandated accounts systematic financials, documentation required and e-delivery) Reviewing all paperwork received for existing/current account opening through the applications used (Synergize, Broadridge) Consult with back office to address trading inquiries and/or challenges and escalates issues to management as needed. In depth understanding and processing of workflows and procedures required to transition existing accounts to mandated/non-mandated accounts on the new platform.

Daily Investment

Form for initial investments on non-mandate accounts completion Build and maintain relationship with the Portfolio Manager and team through consistent touchpoints (e-mails, meetings, and dashboard updates.) Must possess at least 3-5 years of industry work experience within an IIROC regulatory framework. Advanced knowledge of IIROC online applications (i.e. ISM, Net Rep, I-Most, OSS)



Post-secondary education in Business Administration is an asset.

CSC is an asset. Proficient in MS Word, Excel, PowerPoint, Outlook, and Office 365 Relationship-building skills; Can oversee/manage multiple projects effectively with a capacity for dealing with tight deadlines; must possess excellent time management skills. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc).

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country. We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other.

Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being. Time Off:In addition to regular vacation and personal days, we support community involvement with a volunteer day.

Financial

Security:Company-matching pension plan,share ownership program and additionalinvestment options. Employee recognition programs, service milestone celebrations, employee discounts and more!

Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events. All information provided will be handled in accordance with applicable laws and Canada Life policies.

📌 Remote Account Manager (Mississauga)
🏢 Canada Life
📍 Mississauga