Investment Planning Associate in Georgetown

Location: Georgetown

Join Investment Planning Counsel as a Client Service Associate in Georgetown, ON, focusing on delivering outstanding client experiences and robust support for Advisors. This full-time position requires strong communication and problem-solving skills.

In the Client Service Associate role, you will assist Advisors by managing client interactions and preparing essential documentation. You will ensure that all client needs are met promptly and accurately, contributing to a high-quality client experience. Your ability to work independently and in a team will be paramount in maintaining effective daily operations and compliance.

Key Responsibilities:

• Act as primary contact for clients through various channels

• Schedule Advisor meetings and prepare necessary materials

• Support client onboarding and account updates

• Resolve client inquiries and provide timely follow-ups

• Maintain organized client information in internal systems

Requirements:

• High school diploma; business or finance education preferred

• Experience in client service or advisory support is desirable

• Strong communication and problem-solving skills

• Detail-oriented with the ability to multitask

• Intermediate to advanced skills in MS Office and CRM

Leverage your organizational expertise and client focus to enhance the service quality provided by Canada Life.
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