Senior Service Specialist

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 Portfolio Management team is currently growing! We’re seeking a Senior Service Specialist – someone who is detailed oriented and dedicated to excellence.   The Senior Service Specialist is responsible for the timely and accurately implementation of the Private Wealth Portfolios, execution of client redemption and contribution requests, and supporting advisors on the administration of their Private Wealth accounts. This role will be integral in assisting the Overlay Portfolio Manager in the ongoing monitoring of IPC Private Client portfolios and compliance reviews.

What you will do

• Ongoing monitoring of accounts. Identify cash flow transactions requiring rebalancing activity
• Co-ordinate trading instructions between sub-advisor and NBIN trade desk
• Manage and maintain all instructions pertaining to account transactions
• Coordinate program rebalances and account level trade activity with NBIN
• Review suitability of client account opening documentation
• Set up new accounts and facilitate portfolio changes directed by advisor on the managed platform application (Harmony)
• Liaison between the Advisor, Business Development, Operations and Overlay Portfolio Manager
• Ensuring complete and accurate account opening documentation
• Exceptional client experience when onboarding new IPC Private Wealth clients
• Fielding advisor inquiries, providing suitable recommendations and delivering time sensitive solutions
• Maintain database of Portfolio Allocations with timely updates for model changes
• Simulate portfolio performance and provide trade correction guidance  
• Basic understanding of Morningstar Direct
• Strong ability working with excel spreadsheets and use of formulas
• Support product team to produce monthly performance reporting and portfolio analytics
• Actively participate in committees to improve the operational and sales experience of advisors and their clients in the program
• Actively share information with all team members to enhance the offering

What you will bring

• Experience supporting trade execution, settlement, post trade operations and reconciliation
• Experience in IIROC back-office applications (Netrep, ISM, Fundserv, Harmony, CGI W360)
• Ability to confidently interpret and communicate investment and trading terminology across front, middle and back office stakeholders
• Completion of CSC preferred
• CIM or CFA level 1 preferred; equivalent experience considered
• Proficiency with Excel and maintaining databases
• Relationship-building skills with a commitment to establishing long-term advisor relationships
• Ability to think critically and use sound judgment when serving clients
• Post-secondary education
• Proven ability to put the client first
• Ability to listen actively, understand and give advice
• Goal oriented at an individual and team level

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The base salary for this position is between $57,100 - $85,600 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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