Job Description
Join Investment Planning Counsel (IPC) as a Client Service Support Specialist, focusing on enhancing client interactions and operational efficiency. This permanent, full-time position is your chance to make a significant impact on client experiences and support Advisors effectively.
At IPC, part of Canada Life, this role is vital for delivering high-quality client service. You will prepare documentation, manage appointments, and ensure compliance while maintaining important client records. Strong problem-solving skills and the ability to multitask are essential for thriving in this supportive environment.
Key Responsibilities:
• Manage initial client interactions through various channels
• Prepare meeting materials including agendas and summaries
• Assist with onboarding and respond to client requests
• Process and track documentation accurately
• Ensure compliance and support Advisor workflows
Requirements:
• H...
At IPC, part of Canada Life, this role is vital for delivering high-quality client service. You will prepare documentation, manage appointments, and ensure compliance while maintaining important client records. Strong problem-solving skills and the ability to multitask are essential for thriving in this supportive environment.
Key Responsibilities:
• Manage initial client interactions through various channels
• Prepare meeting materials including agendas and summaries
• Assist with onboarding and respond to client requests
• Process and track documentation accurately
• Ensure compliance and support Advisor workflows
Requirements:
• H...
Ready to Apply?
Submit your application today and join our talented team at Canada Life.
Submit ApplicationJob Details
- Location pointe claire, montreal (administrative region)
- Job Type Full-time
- Category Human Resources
- Posted Date June 06, 2026
- Application Deadline July 16, 2026