Client Experience Specialist

1 week ago

Orillia, Ontario, Canada Investment Planning Counsel Full time
Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada.

We are a diverse group of people all driven towards one goal:
helping advisors build a better business through a remarkable client experience.

About Us
We specialize in financial planning for individuals, families, and business owners. Our team is friendly and compassionate, respectful, collaborative, proactive and professional.

We focus on one thing only - earning the trust and confidence of our client families to establish long-term advisory relationships.

Each member of our team plays a specific role in meeting this objective.

About You
You have a natural ability to work well with people and you genuinely like interacting with others.

You pride yourself on exceeding the expectations of others, being a self-starter, and possessing the tenacity to get the job done.

You are accurate, solution & detailed oriented, and love keeping everyone organized.
You work collaboratively with other team members to create a team dynamic which inspires positive communication and workflow.

You are confident and comfortable interacting with affluent clients and understand the importance of privacy when working with clients, their families, and friend groups.

The role of the Client Experience Specialist is to assist and support the Advisor and team with administration so that their time is best spent working directly with clients.

The role of CES is to work closely with the team and create an experience for new and existing clients with a 'life planning' mindset that delivers peace of mind while encouraging clients to Live Their Dream.


WE WANT YOU TO JOIN OUR TEAM OF WINNERS

What is the role of the Client Experience Specialist?

  • Manage the office calendar, client appointments and events, participating and documenting key information where required. Coordinate and implement our comprehensive, proactive, and highly personalized client experience.
  • Prepare, in advance, all meeting documentation for client and prospect meetings for Advisor.
  • Coordinate client account/trade instructions for creation and completion with instruction from Advisor.
  • Ensure the accuracy of account/trade paperwork, financial plans, and follow up on account and transaction workflow and client meeting documentation.
  • Optimize our CRM and software to fully support our business.
  • Coordinate the client onboarding process ensuring our new clients have an exceptional experience.
  • Work collaboratively and maintain excellent relationships with branch support staff, IPC Head Office and other key stakeholders (marketing, operations, compliance) to support best in class office and client management.
  • Escalate all client matters in a timely manner, as warranted by the situation.
  • Proactively seek ways to improve client service, new client onboarding, and operations and provides feedback to ensure all opportunities for business improvements are captured.
  • Adhoc duties as required, and responsibilities may change from time to time.

What are the preferred qualifications for a Client Experience Specialist?

  • Professional Experience 35 years in an Administrative Assistant/Advisor support role in a financial advisory firm. Alternate comparable experience will be considered.
  • Outstanding communication and interpersonal skills ability to communicate and work collaboratively with everyone.
  • Exceptional organizational and time management skills
  • Able to multitask, prioritize and create and follow systems.
  • Client experience and attention to detail
  • You love going the extra distance and enjoy doing something that will create a memorable experience and/or solve a problem. Ability to anticipate client needs.
  • Computer skills proficient in Microsoft Office365, Outlook, Excel, Word, Teams, and SharePoint as well as CRM software (Salesforce, UVC). Nice to have intermediate knowledge of Univeris, FundServ.
  • Basic insurance knowledge would be an asset.
  • Completion of or working towards completion of the IFIC, CSC and/or CPH would be an asset.


 Education/Industry Knowledge
  • Post secondary diploma or degree in business, finance, economics, or other related discipline would be an asset.

What is # lifeatIPC?

  • Awesome support in providing industryleading training to help you succeed in your role
  • Awesome community involvement opportunities through IPC Cares
  • Awesome perks: benefits that fit your needs, pension, share purchase plan, corporate discount plans, social events, summer hours, and fun
  • Awesome recognition: kudos, allstar program, rising star, and the circle of excellence
  • Awesome Leadership teams that know your name
If someone you know sounds like a great fit for this role, send them this job posting and encourage them to apply
If you continue in the selection process, please notify us of any particular accommodation you might require. Any information you send us will be treated with complete confi

  • Client Experience Specialist

    1 week ago

    Orillia, Ontario, Canada Investment Planning Counsel Full time

    Client Experience Specialist Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada with over 40 branches across the country. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience. Each...

  • Cash Processing Specialist

    1 week ago

    Orillia, Ontario, Canada eCapital Full time

    About Us:At eCapital, we are on a mission to ignite growth and empower businesses across North America and the U.K. by accelerating their access to capital. Our expertise and forward-thinking technology create customized, cutting-edge solutions for clients in over 80 industries. We are proud to have been named to the prestigious Inc. 5000 Fastest Growing...

  • Debt Recovery Specialist

    1 week ago

    Orillia, Ontario, Canada eCapital Full time

    About Us:At eCapital, we are on a mission to ignite growth and empower businesses across North America and the U.K. by accelerating their access to capital. Our expertise and forward-thinking technology create customized, cutting-edge solutions for clients in over 80 industries. We are proud to have been named to the prestigious Inc. 5000 Fastest Growing...

  • Communications Specialist

    1 week ago

    Orillia, Ontario, Canada eCapital Full time

    About Us:At eCapital, we are on a mission to ignite growth and empower businesses across North America and the U.K. by accelerating their access to capital. Our expertise and forward-thinking technology create customized, cutting-edge solutions for clients in over 80 industries. We are proud to have been named to the prestigious Inc. 5000 Fastest Growing...

  • Clinical Informatics Specialist

    1 week ago

    Orillia, Ontario, Canada Orillia Soldiers' Memorial Hospital Full time

    Company BiographyOrillia Soldiers' Memorial Hospital (OSMH) is located in the City of Orillia - a beautiful community nestled along the shores of Lake Simcoe and Lake Couchiching. Orillia offers an environment where a health work/life balance is easy to achieve as exceptional urban amenities, natural resources, points of interest, and recreational...

  • Resolution & Restoration Specialist

    1 week ago

    Orillia, Ontario, Canada Ministry of the Solicitor General Full time

    Do you have demonstrated experience facilitating important conversations and training in support of resolution and restoration?The Ministry of the Solicitor General, Ontario Provincial Police, and the Office of Professionalism, Respect, Inclusion & Leadership is seeking qualified individuals to join our Resolution and Restoration Unit. In this exciting,...

  • Client Service Coordinator

    1 week ago

    Orillia, Ontario, Canada Bayshore HealthCare Full time

    About Bayshore:Bayshore is looking for a CASUAL Client Service Coordinator to join our amazing team. This important customer service role is responsible for answering service inquiries and scheduling field employees to client care assignments. If your calling is to be the "difference" by providing outstanding customer service, than a Career with Bayshore is...

  • Client Services Coordinator

    1 week ago

    Orillia, Ontario, Canada ProResp, Inc. Full time

    Client Service Representative (Medical Administration)Location: Royal ProResp (Orillia Ontario)Full-time Permanent Role (37.5hrs/week: Monday - Friday 9:00am - 5:00pm)Salaried position:Rate based on experience (starting at $22/hr + DOE)What We Offer: Full time, reliable employment with consistent office hours 3 weeks paid vacation to start Comprehensive...

  • Client Relationship Associate Self Storage

    1 week ago

    Orillia, Ontario, Canada Green Storage Inc. Full time

    Founded in 2014, Green Storage has grown to become one of the leading providers of Self Storage in Ontario Green Storage is a leader in the Canadian self-storage industry. Our team is focused on building clean and safe storage facilities while making the storage experience more eco-friendly. With storage facilities popping up all over Canada, we want to be...

  • Finance Specialist

    1 week ago

    Orillia, Ontario, Canada The Mason Group Inc Full time

    Senior Financial AnalystEmployment TypePermanentLocationOrillia, OntarioApply Job Description:Our client, a leader in the food manufacturing industry is looking to hire a Senior Financial Analyst.Duties and responsibilities of the Senior Financial Analyst is as follows:Support in Planning and Analysis: Assist the Controller in collecting data and preparing...

  • Release of Information

    1 week ago

    Orillia, Ontario, Canada Orillia Soldiers' Memorial Hospital Full time

    Company BiographyOrillia Soldiers' Memorial Hospital (OSMH) is located in the City of Orillia - a beautiful community nestled along the shores of Lake Simcoe and Lake Couchiching. Orillia offers an environment where a health work/life balance is easy to achieve as exceptional urban amenities, natural resources, points of interest, and recreational...

  • Personal Support Worker

    1 week ago

    Orillia, Ontario, Canada Gifted Hands Health Services Full time

    Gifted Hands Health Services (GHHS) is looking for dedicated and experienced PSWs who are looking for an exciting opportunity. We have many opportunities in long-term care homes and hospitals waiting to be filled. Join our team todayOne of our Talent Acquisition Specialists will walk you through the onboarding process every step of the wayPosition...

  • Specialist Chef

    1 week ago

    Orillia, Ontario, Canada Tammy carriere Full time

    Education: No degree, certificate or diploma Experience: 5 years or moreScreening questions: Are you willing to relocate for this position? Do you have previous experience in this field of employment?Financial benefits: GratuitiesOther benefits: Free parking available Parking available Work Term: Temporary Work Language: English Hours: 40 to 45 hours per...

  • Ltc Rpn

    1 week ago

    Orillia, Ontario, Canada Gifted Hands Health Services Full time

    Gifted Hands Health Services (GHHS) is looking for a dedicated and experienced RPN who are looking for an exciting opportunity. Join our team todayOne of our Talent Acquisition Specialists will walk you through the onboarding process every step of the wayWe Offer: Competitive wages Training and orientations Mobile app for viewing and accepting shifts...

  • Personal Support Worker

    1 week ago

    Orillia, Ontario, Canada Gifted Hands Health Services Full time

    Job descriptionGifted Hands Health Services (GHHS) is looking for dedicated and experienced PSWs who are looking for an exciting opportunity. Join our team todayOne of our Talent Acquisition Specialists will walk you through the onboarding process every step of the wayWe Offer: Competitive wages Training and orientations Scheduling according to your...

  • Branch Care Coordinator

    1 week ago

    Orillia, Ontario, Canada VitalAire Canada Inc Full time

    At VitalAire we believe in patient-centered care and innovation. We're on a mission to help transform healthcare for the better. From advancement and digitization of our tools, products, and systems, to forging meaningful relationships with our patients. VitalAire is Canada's leading provider of sleep apnea tests, treatments and home oxygen services. We...

  • Personal Support Worker

    1 week ago

    Orillia, Ontario, Canada Gifted Hands Health Services Full time

    Job descriptionGifted Hands Health Services (GHHS) is looking for dedicated and experienced PSWs who are looking for an exciting opportunity. Join our team todayOne of our Talent Acquisition Specialists will walk you through the onboarding process every step of the wayAll positions within GHHS require: Min 9 months experience in longterm care setting...

  • Personal Support Worker

    1 week ago

    Orillia, Ontario, Canada Gifted Hands Health Services Full time

    Job descriptionGifted Hands Health Services (GHHS) is looking for dedicated and experienced PSWs who are looking for an exciting opportunity. Join our team todayOne of our Talent Acquisition Specialists will walk you through the onboarding process every step of the wayAll positions within GHHS require: Min 9 months experience in longterm care setting...

  • Store Sales Specialist Full Time

    1 week ago

    Orillia, Ontario, Canada Kognitive Sales Solutions Full time

    Sales Representative**Kognitive Sales Solutions in partnership with Canadian Tire is seeking highly motivated sales-oriented individuals who can create excitement and connections with consumers in-store. As a Financial Sales Representative, you will be educating and offering Financial Products on behalf of one of the most trusted and iconic Canadian brands....

  • Business Intelligence Specialist

    1 week ago

    Orillia, Ontario, Canada Orillia Soldiers' Memorial Hospital Full time

    Company BiographyOrillia Soldiers' Memorial Hospital (OSMH) is located in the City of Orillia - a beautiful community nestled along the shores of Lake Simcoe and Lake Couchiching. Orillia offers an environment where a health work/life balance is easy to achieve as exceptional urban amenities, natural resources, points of interest, and recreational...