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.

Canada

Life is a member of the Power Financial Corporation group of companies and serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. Respond to client inquiries via telephone, email, video conference and in person Ensure excellence in every interaction to provide a consistent experience for existing clients and prospects Handle all client requests with the Advisor and/or the team within pre-defined SLA's Provide absenteeism coverage for other support staff, as directed from time to time Coordinate client account/trade instructions for creation and completion Ensure accuracy of completed account/trade paperwork, financial plans and all client meeting documentation Ensure that all client information is entered in the CRM 2 years in an Advisor/Client support role in a Financial Services/Insurance firm ~ Post secondary diploma or degree in business, finance, economics or other related discipline. ~ This role will be supporting advisors and clients on the MFDA and IIROC platform. ~ Ability to initiate and maintain excellent relationships with clients, advisors, branch support staff, IPC Head Office staff and other key stakeholders. ~ Excellent client service skills are required and the ability to anticipate client needs and timely follow up is expected ~ Must have knowledge of Office365, PowerPoint, Word, Outlook, Excel,



and SharePoint ~ We have over 50 branches across 7 different provinces and as IPC continues to grow, we are always seeking top talent and hiring Client Experience Specialists in: Aurora, Brantford, Cobourg, Dunnville, Georgetown, Kingston, Leamington, Midland, Milton, Mississauga, Oakville, Ottawa, Orillia, Owen Sound, Peterborough, Port Elgin, Sauble Beach, Sault Ste. 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.

Adaptable 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.

📌 Customer Care Representative, Full-time Permanent (LaSalle)
🏢 Canada Life
📍 LaSalle