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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.
In November 2023, Canada Life acquired IPC. Canada Life is a member of the Power Financial Corporation group of companies and servesthe financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.
With the acquisition, IPC and Canada Life’s existing wealth platforms create one of Canada’s leading wealth providers.
As the Client Experience Specialist, you will be the ‘glue’ that binds all client relationships together, you will be the first voice people hear when they call in, and the first person they see when they visit. Major responsibilities will include client servicing, client meeting coordination, review and follow up on client communication and documentation,



administrative support to advisors and other duties as assigned. The ideal candidate will be MFDA or IIROC licensed, or willing to complete all required continuing education requirements for licencing.
Integral to the success of this role the ideal candidate must possess effective communication skills, empathy, optimism and a robust focus on growth both personally and professionally.
What you will do

- Respond to client inquiries via telephone, email, video conference and in person
- Screen and direct calls. Take adequate messages and relay them in a timely manner to appropriate members
- Answer queries, disseminate or explain information to callers and visitors both internal and external as required
- Escalate all client matters in a timely manner, as warranted by the situation.
- Ensure excellence in every interaction to provide a consistent experience for existing clients and prospects
- Schedule and manage Advisor/Client Appointments and events, participating and documenting key information where required
- Handle all client requests with the Advisor and/or the team within pre-defined SLA’s
- Contribute to the collective (team) achievement of pre-defined Retention, Client Happiness & Growth targets for IPC
- Provide absenteeism coverage for other support staff, as directed from time to time.
- Ensure accuracy of completed

📌 Bilingual (Fr/En) Client Experience Specialist I (Pointe-Claire, QC)
🏢 Canada Life
📍 Pointe-Claire