Client

Position: Client Experience Role Life
Drive client satisfaction as a Client Experience Specialist with Investment Planning Counsel, part of Canada Life. This full-time position combines client service with key administrative functions in a dynamic work environment.

You will support Advisors in maintaining high-quality client interactions and operational efficiency. Responsibilities include client onboarding, meeting preparation, and ensuring compliance with regulations. Your detail-oriented approach will contribute significantly to the customer experience at IPC.

Key Responsibilities:

• Be the first contact for clients and assist with inquiries

• Manage scheduling of client meetings efficiently

• Prepare client documents and investment summaries

• Keep accurate records in internal CRM systems

• Support regulatory compliance and office administration

Requirements:

• High school diploma required; business-related education preferred

• Experience in financial services or client roles

• Exceptional communication and problem-solving skills

• Advanced proficiency in MS Office and CRM

• Ability to work independently and collaboratively

Be part of a dedicated team that prioritizes outstanding client service at IPC, enhancing overall advisor performance.
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