Transitions 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 IPC Pinnacle Transitions team is currently growing! We’re seeking a Transitions Specialist –someone who helps to facilitate all aspects of onboarding Advisors and their teams.  The Transitions department implements best practices to effectively manage the execution of both internal and external Advisor transitions.

What you will do

• Coordinate all aspects of onboarding Advisors and their teams  
• Develop and maintain positive, trusting relationships with Advisors from first contact 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 
• Keep the Advisors up to date with progress of Transition  
• Communicate onboarding updates with all internal partners to ensure all timelines are met  
• 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 
• Maintain a client focused approach, ensuring each interaction reflects empathy, professionalism, and ownership. 
• Identify recurring issues and recommend process improvements. 
• Onboarding Assistance  
  • Process client requests, transactions, or service changes in accordance onboarding duties  
  • Ensure all documentation, forms, and system updates are completed accurately and efficiently. 
  • Monitor and track open cases to ensure timely closure and follow up. 
• Communication & Relationship Management 
  • Build strong, trust-based relationships by providing reliable, knowledgeable support. 
  • Coordinate with internal departments (e.g., Operations, Technology, Sales, Compliance) to support seamless solutions. 
  • Generate or contribute to service metrics, performance reports, or client feedback analysis. 

 What you will bring 

• Post secondary diploma or degree in business, finance, economics or other related discipline. Completion of IFIC, CSC and/or CPH is an asset.  
• Minimum of 3 years of financial platforms (Mutual Funds) 
• Experience in a contact centre, client service, or operational support environment. 
• High proficiency in Microsoft Office software: Project, Excel, Visio, Power Point, Word 
• Knowledge of the industry (e.g., financial services, insurance, etc.) 
• Bilingual capabilities (English/French) are an asset. 
• Strong communication skills—both verbal and written. 
• Excellent client service skills are required.  Ability to anticipate client needs and timely follow up is expected.  
• Organizational skills and time management – Able to multi-task, prioritize and should be comfortable working in a fast-paced environment.  

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The base salary for this position is between  $50,900 - $ 76,400 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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