Apply registered products expertise as a Senior Advisor Associate with IPC Securities Operations, supporting accurate, timely transactions for Advisory teams.
Investment Planning Counsel is growing its IPC Securities Operations team within Canada Life. This permanent full time position provides client service, investigates cases, and processes account transactions. You will support Advisor offices through documentation guidance, operational knowledge, and responsive collaboration with internal and external partners.
Key Responsibilities: Investigate and resolve cases presented by Advisory and internal teams
Process registered account transactions and provide documentation guidance
Execute mutual fund bulk trades and correct account entries




Monitor account debits and process required sellouts
Maintain procedures, training, projects, and operational activities
Requirements: Minimum three years in financial operations using securities platforms
Knowledge of registered products and processing
Post-secondary business education or equivalent experience
Microsoft Word and Excel proficiency
CSC or IFIC completion preferred
Support IPC Advisory teams through registered product expertise, accurate processing, sound judgment, and responsive securities operations service.

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📌 Senior Securities Operations Advisor (Ontario)
🏢 Canada Life
📍 Ontario