Bilingual (Fr/En) Assistant 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.

The Assistant Manager will serve as a supportive leader dedicated to helping Specialists reach their goals, fostering team growth and development, and ensuring efficient office operations (including scheduling, resource management, and administrative tasks). A proactive approach, effective communication skills, and commitment to excellence will be instrumental in driving team performance and achieving organizational success.

What you will do

• Provide leadership to a team of Client Experience Specialists, acting as a point of contact for matters requiring further escalation, review, or ‘on the spot’ coaching opportunities
• Support the Regional Director in ensuring that business operations and compliance issues are kept to the highest standards
• Engage in ongoing coaching with team members, providing feedback and assisting in performance reviews, and time management responsibilities
• Identify training needs, learning opportunities and knowledge gaps within the team, in addition to validating the onboarding training completion
• Investigate, research, and facilitate accurate solutions on escalated matters
• Recognize and contribute to process improvement opportunities intended to benefit the corporate branch through active engagement with our client experience specialists and management
• Actively respond, support, and communicate as required with IPC partners on behalf, and in the best interest of clients, Advisors, Specialists and IPC
• Collaborate with management on reporting, data management, and internal communication requests
• Travel may be required to attend on site coaching or conducting learning sessions across the region

What you will bring

• Bilingualism (fluent in French and English) required, as the position will regularly serve our clients with English and French-speaking need
• Ability to coach, lead and develop team members to perform effectively
• Able to communicate clearly and concisely the goals and objectives of IPC and Pinnacle to all stakeholders; and able to effectively communicate to all levels of team and audience
• Ensures excellence in every interaction to provide a consistent experience for all clients
• Ability to oversee/manage multiple projects effectively and a capacity for dealing with tight deadline while managing various working teams
• 5+ years of experience in a financial advisory firm. Alternate comparable experience will be considered
• Previous experience in a leadership role with direct reports is an asset
• Post-secondary diploma or degree in business or other related discipline preferred
• Completion of CSC or IFIC is an asset
• Advanced knowledge of Word, Outlook, SharePoint, and Excel. Ability to effectively use technology in the daily work routine

This position will be located in the Pointe Claire (QC) head office.

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The base salary for this position is between $59,800 - $99,700 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.

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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