Investment Planning Client Specialist

Enhance client relations as an Investment Planning Client Specialist at Investment Planning Counsel (IPC) in Mississauga, Ontario. This permanent full-time role focuses on delivering excellent service through effective advisor support.

The opportunity involves administrative and operational tasks that are critical in managing client interactions and ensuring seamless advisor productivity. Candidates should possess strong communication skills and a keen eye for detail, thriving in a dynamic financial environment while adhering to compliance standards.

Key Responsibilities:

• Engage with clients through various communication channels

• Prepare meeting materials and client documentation

• Handle account updates and service inquiries

• Maintain detailed records and track client interactions

• Assist in compliance audits and procedural improvements

Requirements:

• High school diploma necessary; relevant post-secondary education appreciated

• Background in financial services and client support is an asset

• Strong communication and interpersonal ability

• Must demonstrate strong organizational skills

• Proficiency in CRM systems and MS Office programs

Bring your client-centric approach to IPC to contribute to exceptional advisory services in Mississauga.
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