Wealth Management Client Associate

Join Investment Planning Counsel as a Client Service Associate and enhance client satisfaction in Milton, ON. This full-time role is pivotal in supporting Advisors for outstanding client experiences.

In this permanent role, you will assist Advisors by managing client relationships and ensuring operational excellence. Key tasks include preparing client meeting materials, handling inquiries, and ensuring smooth onboarding processes. Your ability to work effectively under pressure and attention to detail will play a critical role in maintaining high-quality service.

Key Responsibilities:

• First contact for clients via phone, email, and in-person

• Coordinate client meetings and prepare required documentation

• Manage client onboarding and follow-up on service requests

• Maintain client records accurately within systems

• Contribute to compliance and general administrative duties

Requirements:

• High school diploma required; business admin education preferred

• Prior experience in financial services or client administration

• Strong problem-solving and interpersonal skills

• Intermediate proficiency in MS Office and CRM tools

• Must be client-focused and reliable

Your commitment to client service and administrative excellence will enhance the team's productivity at Investment Planning Counsel.
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