Client Experience Specialist - Georgetown

Client Experience Specialist - Georgetown, ON

Permanent Full Time

Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. In November 2023, Canada Life acquired IPC, creating one of Canada’s leading wealth providers.

For the past 25 years, advisory teams have helped clients live their dreams through sound financial planning and comprehensive wealth management. The Client Experience Specialist role supports Advisors and clients to deliver exceptional service.

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. The ideal candidate is detail‑oriented, client‑focused, and comfortable in a fast‑paced professional environment.

• 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 up on client inquiries and ensure timely resolution
• Prepare, process, and track client documentation and forms
• Maintain accurate client records and files in CRM and internal systems
• Support Advisors with calendar management and workflow coordination
• Support compliance processes, audits, and record retention
• Track tasks, deadlines, and follow‑ups to support Advisor productivity
• Handle general office administrative duties
• Contribute to team efficiency and continuous process improvement

• High school diploma required; post‑secondary education in business, administration, finance, or a related field preferred
• Prior experience in an Advisor support role in a Financial Services firm is an asset. Alternate comparable experience in client service/administration will be considered
• Excellent communication, problem solving and interpersonal skills
• Strong organization and attention to detail
• Demonstrated ability to meet deadlines, take initiative and multi‑task
• Ability to work independently, and effectively with employees and clients at all levels
• Intermediate to advanced computer skills: proficiency with MS Office programs and CRM systems
• Completion of CIRO proficiency requirements (CSC®, IFC®) and licensing an asset
• Client‑focused mindset
• Professionalism and reliability
• Team collaboration and adaptability

The base salary for this position is between $50,900 - $76,400 annually. This is base salary only and does not include variable compensation components. If selected to move forward in our recruitment process, your recruiter will discuss additional details of our total rewards program with you.

• Career Development
  :
  Opportunities for career advancement, access to industry‑leading learning programs and up to $2,000 annually towards educational reimbursement.
• Health & Wellness
  :
  Flexible health and dental benefits, plus a $5,000 mental health benefit.
• Time Off
  :
  In addition to regular vacation and personal days, we support community involvement with a volunteer day.
• Financial Security
  :
  Company‑matching pension plan, share ownership program and additional investment options.
• Rewards and Recognition
  :
  Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis on Community
  :
  We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact talentacq All information provided will be handled in accordance with applicable laws and Canada Life policies.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.