Client Experience Specialist - Calgary

Permanent Full Time 

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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 serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.   

In this position you will work within a dynamic Wealth Management team with over 60 years of experience providing clients with sound, reliable financial advice. This front-line role is essential to maintaining efficient daily operations, delivering a high-quality client experience, and ensuring compliance with regulatory and organizational standards. This includes managing calendars and client communication and document preparation with acute attention to detail and accuracy. The ideal candidate is detail-oriented, client-focused, motivated, and comfortable in a fast-paced professional environment with a desire to learn and grow. This role is considered crucial for delivering exceptional client experience in wealth management, with opportunities for growth and career paths into advanced advisory roles. 

What you will do 
  
You will provide high-level support within a growing Wealth Management team and contribute to exceptional client experiences through a variety of responsibilities including: 
   

Client Relationship Support

• Act as primary point of contact for clients (phone, email, and in person)
• Proactively schedule meetings and maintain consistent client engagement
• Ensure timely follow-up and resolution of client inquiries

Client & Account Management

• Assist with client onboarding, account updates, and service requests
• Maintain accurate CRM records to enable informed client servicing and opportunities

Advisory Team Enablement

• Prepare client meeting materials (agendas, financial reports, investment summaries)
• Identify service gaps or opportunities ahead of client interactions
• Manage calendars, workflows, and follow-ups to maximize Advisor capacity

Operational & Compliance Excellence

• Prepare, process, and track client documentation with precision
• Support compliance, audit readiness, and record retentionTrack tasks, deadlines, and deliverables to ensure execution discipline
• Track tasks, deadlines, and deliverables to ensure execution discipline

Process Improvement & Team Effectiveness

• Contribute to streamlined workflows and continuous improvement
• Support overall office operations and team productivity

What you will bring

• 1–2+ years in wealth management, financial services, or client service support (preferred)
• Post-secondary education in business, finance, or related field (preferred)
• Progress toward or completion of industry licensing (CSC®, IFC®) is an asset
• Proficiency with MS Office and CRM systems
• Client-Centric Mindset – Focused on delivering high-quality, responsive service
• Attention to Detail & Accuracy – Critical for documentation, compliance, and client trust
• Organization & Time Management – Ability to manage competing priorities and deadlines
• Communication Skills – Strong verbal and written skills across clients and internal teams
• Initiative & Accountability – Proactive in identifying needs and driving follow-through
• Adaptability & Team Collaboration – Thrives in a fast-paced, team-oriented environment

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The base salary for this position is between $50,900 - $76,400 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life 

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

We’re looking 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! 

What we offer:  

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member: 

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement. 

• Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being. 

• Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.  

• Financial Security: Company-matching pension plan, share ownership program and additional investment options. 

• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!  
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.  

Learn more about Canada Life.  

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact  talentacquisitioncanada@canadalife.com. All information provided will be handled in accordance with applicable laws and Canada Life policies.  

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted. 

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