Client Service Associate, Wealth Management - Penticton

Permanent Full Time

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.

In November 2023, Canada Life acquired IPC. Canada Life is a member of the Power Financial Corporation group of companies and servesthe financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.

With the acquisition, IPC and Canada Life’s existing wealth platforms create one of Canada’s leading wealth providers.

Over the past 25 years, our advisory teams have helped clients live their dreams through sound financial planning and comprehensive wealth management. At IPC, the Client Experience Specialist role is designed to support both Advisors and clients effectively.

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.

You will support Advisors and contribute to exceptional client experiences through a variety of responsibilities, including:

• 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 /li
• 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®, CIRE, IFC®) and licensing an asset
• Client‑focused mindset
• Professionalism and reliability
• Team collaboration and adaptability

We’reunited by a shared purpose: to improve the financial,physical and mental well-beingof Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’relooking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers,communities and each other.

Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

We’re committed to…