Senior Client Advisor Associate Position

Join Investment Planning Counsel (IPC) as a Senior Advisor Associate dedicated to exceptional financial service delivery. This permanent role focuses on providing high-level support to advisors and efficient processing for clients.

You will be responsible for managing inquiries within the Nominee/GIC team while processing and verifying documentation for various financial accounts. Your leadership capabilities will be essential for motivating your team and ensuring adherence to quality standards. Drawing on 2-5 years of industry experience, you’ll help enhance operational efficiency.

Key Responsibilities:

• Act as a delegate, leading in the Team Manager's absence

• Monitor team performance and ensure target adherence

• Resolve complex service inquiries for clients and advisors

• Process a variety of account documentation accurately

• Conduct regular team huddles and share best practices

Requirements:

• 2-5 years in Mutual Fund Industry, especially in Registered products

• Proficient in Microsoft Word and Excel

• Strong organizational and time management skills

• Completion of CSC/IFIC is advantageous

• Bilingual in English and French is an asset

Lead the way in providing exceptional advisor support and client service at IPC.
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