Team Lead, Transitions

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

We are seeking a dynamic and experienced Transitions Team Lead. This role will oversee complex and high-profile Advisor Transitions, ensuring that Advisors and their teams seamlessly integrate onto our platform. As the strategic leader, you will drive continuous improvement and ensure that best practices are followed across the team.

As the Transitions Team Lead, you will be:

• Responsible for the managing Advisor transitioning streams and project activities.

• Ensure operational readiness for continuously improve transition processes.

• Monitor, track and report transitional status, risk, and impacts.

What you will do

• Team will serve as the primary point of contact for high-profile Advisors throughout the transition process, providing guidance and resolving any issues.

• Manage the end-to-end transition process for high-net-worth individuals and large advisory teams.

• Design and implement tailored transition plans to meet the specific needs of Advisors and their clients.

• Ensure efficient onboarding, including system setup, regulatory transfers, and training.

• Collaborate with internal departments to streamline and enhance transition processes.

• Develop risk mitigation strategies for transitions and troubleshoot any issues that arise.

• Manage escalations and challenges during transitions to ensure minimal disruption to the business.

• Establish and track key performance indicators (KPIs) related to advisor transitions.

• Provide leadership with regular updates on transition progress, potential risks, and post-transition feedback.

• Drive process improvements based on performance metrics and Advisor feedback.

• Identify opportunities for automation and process optimization to scale the transition function.

• Stay updated on industry trends and regulatory changes impacting Advisor transitions.

What you will bring

• Minimum 5-7 years managerial work experience in financial services industry with a general working knowledge of all divisional products and processes surrounding the sale and processing of such activity.

• Minimum completion of post secondary education in Business or Project Management. CSC completion preferred.

• Knowledgeable on Mutual Funds / Investment platforms.

• Must be able to communicate clearly and concisely the goals and objectives of the organization to all stakeholders.  Must be able to effectively communicate to various audiences and all levels of staff. Positive and collaborative approach to teamwork and effective listener. Possess excellent written and oral communication skills. Must possess excellent customer service skills with strong phone etiquette. Must be able to influence and teach a team of staff and encourage them. Must have the ability and willingness to align one’s own behavior with the needs, priorities, and goals of the organization.

• Able to multi-task, prioritize and meet tight deadlines. Should be comfortable working in a fast-paced environment and detail oriented. Various key responsibilities require, strong time management skills; must be able to make independent decisions and be confident that correct action has been taken, and must be able to identify a problem, obstacle or opportunity and take action to address current or future problems or opportunities.  Must also be able to foresee the impact on other departments of a change in policy or procedure; must have the ability to build, maintain and manage ethical relationships, networks or contacts with people who are helpful in achieving work-related goals.

•  Ability to oversee/manage multiple Transitions effectively and a capacity for dealing with tight deadlines; must possess excellent time management skills with a strong ability to prioritize.

• Must be extremely proficient at using the Microsoft Office suite of products.

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The base salary for this position is between  $57,100 - $ 95,200 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.

For student opportunities only

For our student opportunities, the base salary will be dependent on the number of work terms you have completed along with other factors depending on your program. 

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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