Job Description
Permanent Full Time Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms, and we have recently become part of Canada Life. Our diverse team is committed to helping advisors build a better business through a remarkable client experience. In this position, you will provide administrative, operational, and client service support to one or more Advisors. This role is essential to maintaining efficient daily operations, delivering a high‑quality client experience, and ensuring compliance with regulatory and organizational standards. What You Will Do
Serve as a first point of contact for clients via phone, email, and in‑person interactions; proactively call/email clients to schedule meetings for the advisors. Client meeting preparation including identifying opportunities, preparing agendas, investment summaries, disclosures and any outstanding service paperwork. Assist with client onboarding, account updates, and service requests; follow u...
Serve as a first point of contact for clients via phone, email, and in‑person interactions; proactively call/email clients to schedule meetings for the advisors. Client meeting preparation including identifying opportunities, preparing agendas, investment summaries, disclosures and any outstanding service paperwork. Assist with client onboarding, account updates, and service requests; follow u...