Advisor Service Representative - Mississauga

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.   

With the acquisition, IPC and Canada Life’s existing wealth platforms create one of Canada’s leading wealth providers.

Over the past 25 years, our advisors have helped investors live their dreams through sound financial planning and comprehensive wealth management advice. 

We’re seeking an Advisor Service Representative – someone who is the primary point of contact for IPC Securities Advisors on a wide array of processing, procedural and regulatory matters affecting client accounts

What you will do 

• Actively contribute to the accurate resolution of telephone queries, on-line tickets and emails from internal and external partners with an emphasis on meeting or exceeding service level agreements.
• Liaison between client facing front office partners, internal partners and third-party vendors to positively represent mutual interests and transfer knowledge.
• Educate callers on array of IPC and regulatory products, policies and procedures that includes, but is not limited to: Field inquiries relative to client account administration
• Recognize any issues with potential for unforeseen risk to IPC or the client, and timely communicate to management.
• Identify innovative ways to improve relationships with our clients
• Maintain up-to-date knowledge of all relevant IPC systems

What you will bring 

• 2+ years' experience within financial services, (ideally working on an IIROC platform).
• Experience working in the securities operations/client service environment with a good working knowledge of relevant back-office software solutions preferred.
• Undergraduate degree in Business preferred
• CSC and/or IFIC is an asset.
• Must be extremely proficient at using Microsoft Office Suite programs (Office 365) with specific attention to Word and Excel
• Strong communication skills
• Strong time management skills
• Relationship-building skills with a commitment to establishing long-term client relationships
• Ability to provide resolutions to enhance client experiences
• Ability to think critically and use sound judgment when serving client

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The base salary for this position is between  $44,700 - $67,000 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.

Be your best at Canada Life- Apply today!

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations. 

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. 

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.

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

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