Relationship Manager

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.

Our Pinnacle Transitions team is currently growing! We’re seeking a Relationship Manager – someone who plans, directs and manages the onboarding of Advisory Teams to IPC. As a consultative business partner, the Relationship Manager is responsible for leading multiple Advisory teams from across Canada on both MFDA & IIROC platforms.

What you will do

•    Plan, lead, and coordinate all aspects of onboarding Advisors and their support staff
•    Develop and maintain strong, trusting relationships with Advisors from initial contact and on an ongoing basis throughout their relationship with IPC 
•    Act as the single point of contact for any escalations providing an immediate response with the commitment to provide resolution
•    Responsible for keeping the Advisor up to date with progress of resolution informing of advancements made, next steps and an estimation on full resolution.
•    Communicate onboarding updates with all internal partners to ensure all timelines are met 
•    Act as escalated liaison between Advisory teams and our internal business partners to ensure commitments are executed within the proposed timelines
•    Engage relevant business partners to address and resolve issues/concerns raised by the Advisor through strong understanding of Advisor concerns and knowledge of internal operations

What you will bring

•    Degree in Business preferred or equivalent experience
•    Minimum of 3 years of MFDA & IIROC platforms
•    High proficiency in Microsoft Office software: Project, Excel, Visio, Power Point, Word
•    Excellent planning, organizational and time management skills
•    Resourceful, analytical, with excellent problem-solving skills
•    Ability to manage multiple tasks across multiple matrix projects and timelines
•    Excellent communication skills (verbal and written) 
•    Ability to convey/present both factual and conceptual information on issues which require detailed explanation and interpretation
•    Well-developed influencing skills to resolve distinct problems and/or negotiate appropriate solutions
•    Outside-of-the box thinker with abilities to see the global ecosystem of the organization and drive projects to deliver effective results and value
•    Task and Results Focused
•    Willingness to travel up to 25% 

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The base salary for this position is between  $58,600 - $ 97,700 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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