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.

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