Advisor Support Associate

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Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our Advisors build a better business through a remarkable client experience.

At IPC, the Advisor Support Associate role is designed to support both Advisors and clients effectively. In this position, you will provide administrative, operational, and client service support to a pooled team of Advisors and Client Experience Specialists (CES) within the National Accounts Desk.

This role is essential to maintaining efficient daily operations, delivering a high-quality client experience, and supporting Advisor productivity. The ideal candidate is detail-oriented, client-focused, and comfortable in a fast-paced professional environment. The Advisor Support Associate partners closely with Client Experience Specialists to coordinate client service activities, manage administrative workflows, and support operational processes that contribute to a seamless client experience.

What You Will Do

You will partner with Client Experience Specialists (CES) to support Advisors and clients through a variety of administrative, operational, and client service responsibilities, including:

Provide outstanding customer service and support by putting the client first.

Serve as a first point of contact for administrative client inquiries by phone and email.

Coordinate Advisor calendars and client service activities, including scheduling, confirming, and rescheduling client appointments.

Monitor and manage shared team mailboxes and route requests to the appropriate team members.

Assist with client onboarding, account maintenance, and administrative service requests.

Coordinate, track, and follow up on client documentation requirements, including outstanding Docu Sign requests.

Maintain accurate client records within UVC and internal systems.

Generate reports and support workflow tracking and service activities.

Contribute to team efficiency and continuous process improvement initiatives.

Escalate licensed, investment-related, trading, and advice-related inquiries to the appropriate Client Experience Specialist or Advisor.

What You Will Bring

Post-secondary education in Business, Administration, Finance, or a related field preferred.

Experience in an advisor support, client service, administrative, banking, wealth management, or financial services environment.

Bilingualism (French and English) is considered an asset.

Strong organizational skills, with the ability to manage multiple priorities and meet deadlines.

Strong written, verbal, and virtual communication skills.

Exceptional attention to detail and accuracy.

Demonstrated ability to take initiative and work effectively both independently and as part of a team.

Strong client service orientation with a commitment to delivering an exceptional client experience.

Proficiency with Microsoft Office applications and business systems.

Experience with CRM platforms and client management systems is considered an asset.

Knowledge of wealth management or financial services operations is considered an asset.

IFIC Mutual Fund, CSC, or other industry coursework is considered an asset but is not required.

Career opportunities will be open a minimum of 5 business days from the date of posting. Closing dates will vary depending on search activity. All applications received will be reviewed on a rolling basis.

- The base salary for this position is between $XX,XXX- $XX,XXX annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our…