Senior Advisor Associate

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.   

Our Nominee/GIC team is currently seeking a Sr. Advisor Associate– someone who is responsible for providing a very high level of service to internal and external clients. Any advisor/branch inquiries/processing inquiries will be handled to ensure that accurate, efficient service is provided to everyone in a professional manner. The primary function of this role is to provide back-office processing support for IPC Advisors.   

At Investment Planning Counsel we’ve designed every aspect of the Sr. Advisor Associate role with you in mind.

What you will do

• Act as a delegate for the Team Manager, assuming leadership responsibilities and decision-making authority during their absence.
• Oversight and management of team workload volumes, balanced workload distribution and adherence to performance targets.
• Provide leadership support by motivating team members, identifying opportunities for training, development and quality improvement.
• Serve as a primary resource for team inquiries, resolving complex issues and ensuring adherence to procedure guidelines and quality standards.
• Processing all documentation related to accounts: Non-Reg, TFSA’s, RSP’s, RRIF’s, LIRA’s, LIF’s, Trusts, informal and formal, estate accounts and corporate accounts.
• Processing transfers in and out, verify setup of new accounts, entering systematic instructions, verify and processing withdrawals and de-registrations.
• Verify and setup Fee for Service & FFS Quality Control
• Processing preauthorized payments, automatic withdrawals, purchases, redemptions, transfers, switches and ensuring accurateness of transactions.
• Monitoring of monthly reports in preparation for maturity and interest payments.
• Process all transaction-related paperwork such as letters of Indemnities, commission rebates, cheque requisitions - as it pertains to specific branch offices/advisors in a timely, efficient and accurate manner.
• Able to process AWD Settlement, Wrap Fee Processing, Client Payout etc.
• Lead regular team huddles and meetings to share updates, promote best practices organized team events as well as inter departmental meetings and projects.
• Create and review non-financial updates sent to fund companies via Fund SERV.
• Review and update procedure manuals as required

What you will bring 

• Must be able to effectively communicate with various audiences and all levels of staff.
• Strong time management and organizational skills.
• Ability to oversee/manage multiple projects effectively and a capacity for dealing with tight deadlines.
• Service oriented attitude and desire for future growth.
• The ability to handle complex escalations effectively and in a timely manner.
• Learn and apply problem solving methods and tools.
• Contributes to positive morale and a sense of team spirit.
• Consistently meets goals and completes assigned tasks, clarifying work when needed.
• The ability to think outside the box shares improvement ideas and readily implements optimized work processes and practices.
• Actively seeks opportunities to learn and build new skills and knowledge.
• Responds well to changing priorities and circumstances.
• College or University Financial Business studies preferred
• 2-5 years of experience within the Mutual Fund Industry and specifically Registered products in a Nominee environment.
• Completion of CSC/IFIC.
• Bilingual in English and French is an asset.
• Proficient at using the Microsoft Office suite of products, mainly MS Word and Excel.

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The base salary for this position is between $XX,XXX - $XX,XXX 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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