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. At IPC, the Advisor Support Associate role is designed to support both Advisors and clients effectively.

In this position, you will provide administrative, operational, and client service support to a pooled team of Advisors and Client Experience Specialists (CES) within the National Accounts Desk. This role is essential to maintaining efficient daily operations, delivering a high-quality client experience, and supporting Advisor productivity.

The Advisor Support

Associate partners closely with Client Experience Specialists to coordinate client service activities, manage administrative workflows, and support operational processes that contribute to a seamless client experience. You will partner with Client Experience Specialists (CES) to support Advisors and clients through a variety of administrative, operational, and client service responsibilities, including: Provide outstanding customer service and support by putting the client first. Serve as a first point of contact for administrative client inquiries by phone and email.

Coordinate

Advisor calendars and client service activities, including scheduling, confirming, and rescheduling client appointments. Assist with client onboarding, account maintenance, and administrative service requests. Generate reports and support workflow tracking and service activities.

Contribute to team efficiency and continuous process improvement initiatives. Escalate licensed, investment-related, trading, and advice-related inquiries to the appropriate Client Experience Specialist or Advisor. Post-secondary education in Business, Administration, Finance, or a related field preferred.

Experience in an advisor support, client service, administrative, banking, wealth management, or financial services setting.



Bilingualism (fluent in French and English) required, as the position will regularly serve our clients with English and French-speaking needs. Strong written, verbal, and virtual communication skills. Strong client service orientation with a commitment to delivering an exceptional client experience. Proficiency with Microsoft Office applications and business systems.

Experience with CRM platforms and client management systems is considered an asset. Knowledge of wealth management or financial services operations is considered an asset. IFIC Mutual Fund, CSC, or other industry coursework is considered an asset but is not required.

- 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’relooking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers,communitiesand each other.We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member: Flexible health and dental benefits,plus a $5,000 mental health benefit to support your well-being.

Time Off: In addition to regular vacation andpersonal days,we support communityinvolvement with avolunteer day.

Financial Security: Company-matching pension plan,share ownership program andadditionalinvestment options. Employee recognition programs, service milestone celebrations, employee discounts and more! We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents. All information provided will be handledin accordance withapplicable laws and Canada Life policies.

📌 Bilingual Advisor Support Associate (Montreal)
🏢 Canada Life Group
📍 Montreal