Investment Planning Client Specialist
Job in
Mississauga, Ontario, Canada
Listed on 2026-06-16
Listing for:
TechAlliance of Southwestern Ontario, London Economic Development Corporation
Full Time
position Listed on 2026-06-16
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
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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