Client Experience Specialist

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 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.
What You Will Bring    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 $48,400 - $76,400 annually. This represents base salary only and does not include other variable compensation components of our total compensation package.
What we offer    Career Development:
Opportunities for career advancement, access to industry‑leading learning programs and up to $2,000 annually toward education reimbursement.
Health & Wellness:
Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well‑being.
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 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.

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