Job Description
Advance your career as a Client Experience Specialist with Investment Planning Counsel (IPC), an industry leader in wealth management. Provide crucial support to Advisors and enhance client satisfaction.
As part of Canada Life, IPC is dedicated to delivering outstanding financial planning services. The Client Experience Specialist plays a key role in managing communications, operational processes, and documentation support for Advisors. Applicants should be detail-oriented and excel in a busy environment while maintaining a client-first approach.
Key Responsibilities: • Handle client communications across various channels • Prepare detailed meeting materials for Advisors • Manage onboarding processes and client service inquiries • Ensure accurate client documentation is maintained • Support Advisor productivity through calendar management
Requirements: • High school diploma, with business qualification preferred • Background in advisor support or client admin...
As part of Canada Life, IPC is dedicated to delivering outstanding financial planning services. The Client Experience Specialist plays a key role in managing communications, operational processes, and documentation support for Advisors. Applicants should be detail-oriented and excel in a busy environment while maintaining a client-first approach.
Key Responsibilities: • Handle client communications across various channels • Prepare detailed meeting materials for Advisors • Manage onboarding processes and client service inquiries • Ensure accurate client documentation is maintained • Support Advisor productivity through calendar management
Requirements: • High school diploma, with business qualification preferred • Background in advisor support or client admin...