Location
toronto
Job Type
Full-time
Posted
May 30, 2026
Job Description
Shape the client experience at Canada Life as an IPC Client Experience Specialist, supporting both clients and advisors in a full-time setting. Be the first contact point for all client interactions.
In this essential role with Investment Planning Counsel (IPC), you will be responsible for both proactive and reactive client service. Building excellent relationships, managing inquiries, and coordinating essential meetings are all part of the daily tasks. Your effective communication and organizational skills will directly impact client happiness and retention metrics, contributing to the success of the firm.
Key Responsibilities: • Handle client communications efficiently via phone and email • Manage scheduling for advisor and client meetings • Escalate client issues as necessary • Maintain thorough documentation and account accuracy • Facilitate communication within the team and clients
Requirements: • At least 2 years in a client support role within finance ...
In this essential role with Investment Planning Counsel (IPC), you will be responsible for both proactive and reactive client service. Building excellent relationships, managing inquiries, and coordinating essential meetings are all part of the daily tasks. Your effective communication and organizational skills will directly impact client happiness and retention metrics, contributing to the success of the firm.
Key Responsibilities: • Handle client communications efficiently via phone and email • Manage scheduling for advisor and client meetings • Escalate client issues as necessary • Maintain thorough documentation and account accuracy • Facilitate communication within the team and clients
Requirements: • At least 2 years in a client support role within finance ...
Ready to Apply?
Submit your application for IPC Client Experience Specialist Role at Canada Life
Apply Now