Pinnacle

2 weeks ago

Mississauga, 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 co

  • Pinnacle

    2 weeks ago

    Mississauga, 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.Our Pinnacle team is currently growing We're seeking a sales leadership professional - someone who will...

  • Pinnacle

    2 weeks ago

    Mississauga, Ontario, Canada Investment Planning Counsel Full time

    **Wealth Advisor**With your background, skills and experience you've already found success in the wealth management industry. Have you found your ideal firm, one that encourages you to pursue a balanced lifestyle as well as professional success? A firm that allows you to deliver comprehensive goal-based planning to your clients?Investment Planning Counsel...

  • Pinnacle

    2 weeks ago

    Mississauga, 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.WE WANT YOU TO JOIN OUR TEAM OF WINNERSWhat is the role of the Client Experience Specialist? Ensures...

  • Senior React-Native Developer

    2 weeks ago

    Mississauga, Ontario, Canada Pinnacle Hiring Inc Full time

    Senior React-Native DeveloperWe're seeking a seasoned Senior React Native Developer with a passion for crafting beautiful mobile applications and a deep understanding of the React Native ecosystem. With 4+ years of hands-on experience in React Native, you will play a pivotal role in developing user-centric solutions, maintaining our design system components,...

  • Telecommunications Technician

    2 weeks ago

    Mississauga, Ontario, Canada Pinnacle Digital Solutions Ltd Full time

    Education: Bachelor's degree Experience: 1 year to less than 2 yearsWork setting: Various locationsTasks: Diagnose and locate equipment faults, and adjust, replace or repair telecommunications equipment Inspect and test operation of telecommunications equipment Install, arrange, remove and maintain telephone equipment, wiring and associated hardware Repair...

  • Senior Statistical Programmer

    2 weeks ago

    Mississauga, Ontario, Canada AstraZeneca Full time

    At AstraZeneca, we pride ourselves on crafting a collaborative culture that champions knowledge-sharing, ambitious thinking and innovation – ultimately providing employees with the opportunity to work across teams, functions and even the globe. Recognizing the importance of individualized flexibility, our ways of working allow employees to balance...

  • Senior Statistical Programmer

    2 weeks ago

    Mississauga, Ontario, Canada AstraZeneca Full time

    Description At AstraZeneca, we pride ourselves on crafting a collaborative culture that champions knowledge-sharing, ambitious thinking and innovation – ultimately providing employees with the opportunity to work across teams, functions and even the globe. Recognizing the importance of individualized flexibility, our ways of working allow employees to...

  • Associate Manager, Branch Operations

    2 weeks ago

    Mississauga, Ontario, Canada Investment Planning Counsel Full time

    Mississauga, ON Grâce à votre formation, à vos compétences et à votre expérience, vous menez une brillante carrière dans le secteur de la gestion du patrimoine. Mais avez-vous trouvé votre cabinet idéal, celui qui vous encourage à adopter un style de vie équilibré ainsi qu'à réussir sur le plan professionnel? Investment Planning Counsel (IPC)...

  • Pinnacle

    4 weeks ago

    Mississauga, 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. Our Pinnacle team is currently growing! We’re seeking a sales leadership professional - someone who...

  • Esports Specialist

    2 weeks ago

    Mississauga, Canada Pinnacle Full time

    Welcome to **Pinnacle**, the ultimate destination for sports enthusiasts seeking an exhilarating sportsbook and gaming experience! Established in 1998, we have solidified our position as one of the globe's foremost licensed online gaming companies. With our cutting-edge offerings, we guarantee an electrifying experience that will keep you on the edge of...

  • Pinnacle

    2 weeks ago

    Mississauga, Canada Investment Planning Counsel Full time

    With your background, skills and experience you've already found success in the wealth management industry. Have you found your ideal firm, one that encourages you to pursue a balanced lifestyle as well as professional success? **About Us** Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We...

  • Pinnacle

    4 weeks ago

    Mississauga, 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. **WE WANT YOU TO JOIN OUR TEAM OF WINNERS!** As an established industry leader and growing rapidly...

  • Payment Solutions Manager

    3 weeks ago

    Mississauga, Canada Pinnacle Full time

    Welcome to **Pinnacle**, the ultimate destination for sports enthusiasts seeking an exhilarating sportsbook and gaming experience! Established in 1998, we have solidified our position as one of the globe's foremost licensed online gaming companies. With our cutting-edge offerings, we guarantee an electrifying experience that will keep you on the edge of...

  • Cloud Data Warehouse Technical Lead

    5 days ago

    Mississauga, Canada Pinnacle Full time

    Welcome to **Pinnacle**, the ultimate destination for sports enthusiasts seeking an exhilarating sportsbook and gaming experience! Established in 1998, we have solidified our position as one of the globe's foremost licensed online gaming companies. With our cutting-edge offerings, we guarantee an electrifying experience that will keep you on the edge of your...

  • Pinnacle

    3 weeks ago

    Mississauga, 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. As part of the IGM family of companies, we are proud to be recognized as one of **Canada’s Top 100...

  • Pinnacle

    3 weeks ago

    Mississauga, Canada Investment Planning Counsel Full time

    With your background, skills and experience you’ve already found success in the wealth management industry. Have you found your ideal firm, one that encourages you to pursue a balanced lifestyle as well as professional success? A firm that allows you to deliver comprehensive goal-based planning to your clients? **Are you the type of person that is**: -...

  • Pinnacle

    3 weeks ago

    Mississauga, Canada Investment Planning Counsel Full time

    **Wealth Advisor** With your background, skills and experience you’ve already found success in the wealth management industry. Have you found your ideal firm, one that encourages you to pursue a balanced lifestyle as well as professional success? A firm that allows you to deliver comprehensive goal-based planning to your clients? Investment Planning...

  • Pinnacle

    3 weeks ago

    Mississauga, 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 member of our team...

  • Pinnacle

    4 weeks ago

    Mississauga, 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. As part of the IGM family of companies, we are proud to be recognized as one of **Canada’s Top 100...

  • Pinnacle

    4 weeks ago

    Mississauga, 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. The role of the Corporate Receptionist is to serve as the primary point of contact for our clients...

  • Pinnacle

    4 weeks ago

    Mississauga, 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...

  • Pinnacle

    4 weeks ago

    Mississauga, 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. As part of the IGM family of companies, we are proud to be recognized as one of **Canada’s Top 100...

  • Pinnacle

    5 days ago

    Mississauga, 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. Each member of our team plays a specific role in meeting this objective. The role of the Client...

  • Pinnacle

    3 weeks ago

    Mississauga, 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...

  • Pinnacle

    2 weeks ago

    Mississauga, Canada Investment Planning Counsel Full time

    **Wealth Advisor** With your background, skills and experience you’ve already found success in the wealth management industry. Have you found your ideal firm, one that encourages you to pursue a balanced lifestyle as well as professional success? A firm that allows you to deliver comprehensive goal-based planning to your clients? **Are you the type of...

  • Pinnacle

    2 weeks ago

    Mississauga, 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. **WE WANT YOU TO JOIN OUR TEAM OF WINNERS!** **What is the role of the Client Experience...

  • Pinnacle

    2 weeks ago

    Mississauga, 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. **WE WANT YOU TO JOIN OUR TEAM OF WINNERS!** **What is the role of the Client Experience...

  • Photo and Video Sales Consultant

    5 days ago

    Mississauga, Canada Vistek LTD Full time

    Vistek LTD is Canada’s leading independent specialty retailer of photo and video gear, with stores in Toronto, Mississauga, Ottawa, Edmonton and Calgary, plus a robust online presence. Equipment rental is also a big part of our business model. Our product catalogue is vast, highly diversified and state of the art, catering to the needs of the B2C and B2B...