Private Wealth Account Manager

Permanent Full Time 

-

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.   

Our Private Wealth Advisor Services team is growing! We are seeking an Account Manager for IPC One Advisor Services, someone who will support newly accredited Portfolio Managers in a relationship management capacity, ensuring that their clients’ accounts transition successfully to IPC One. This individual will function as the liaison between the Portfolio Managers and internal departments at IPC in all aspects of the Advisor journey.

What you will do

• Providing support to the Portfolio Manager, branch, and internal IPC teams on all requirements to facilitate the transition of clients smoothly (households, non-mandated accounts systematic financials, documentation required and e-delivery)

• Reviewing all paperwork received for existing/new account opening through the applications used (Synergize, Broadridge)

• Coordinate with the IPC Branch Manager (Compliance) to ensure that all requirements meet.

• Consult with back office to address trading inquiries and/or challenges and escalate issues to management as needed.

• In depth understanding and processing of workflows and procedures required to transition existing accounts to mandated/non-mandated accounts on the new platform.

• Daily Investment Form for initial investments on non-mandate accounts completion

• Monitor and track transition activity for reporting purposes, identify SLAs and opportunities for improvement.

• Build and maintain relationship with the Portfolio Manager and team through consistent touchpoints (e-mails, meetings, and dashboard updates.)

• Ensure professional and timely communication both written and verbal when addressing inquiries and/or challenges.

• Function as the single point of contact for the advisors and internal business members, as well as providing an update on the progress: advancements made, next steps.

• Maintain accurate records to report weekly and monthly volumes, SLA, issues, and resolution.

• Identify trends of re-occurring, ongoing and/or regular challenges experienced by the Portfolio Managers and internal partners.

What you will bring

• Relationship-building skills; can establish rapport from the get-go and recognize obvious working traits of the advisor and branch.

• Empathic with sound judgement in decision making– keeping in mind that “The Client Comes First.”

• Multi-task –Can oversee/manage multiple projects effectively with a capacity for dealing with tight deadlines; must possess excellent time management skills.

• Communication – Excellent written and oral

• Able to work independently when required as well as in a team environment.

• Contribute actively towards the team’s success through forward thinking and a cheerful outlook, transparent in thought process.

• Organizational skills – attune to situations requiring impeccable time management and the appropriate handling of documents.

• Must possess at least 3-5 years of industry work experience (IIROC regulatory framework)

• Post-secondary education in Business Administration

• Completion of CSC is an asset.

• Must have advanced knowledge of IIROC online applications (ISM, Net Rep, I-Most, OSS)

• Proficient in MS Word, Excel, PowerPoint, Outlook, and Office 365

-

The base salary for this position is between  $54,500 - $ 81,800 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.

#LI-Hybrid