Planning Officer

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? Our Head Office Compliance team is currently growing! We’re seeking a Registrations Officer - someone who is interested in...

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? Our Head Office Compliance team is currently growing! We’re seeking a Registrations Officer - someone who is interested in...

Education: - Expérience: **Education**: - College/CEGEP **Work setting**: - Construction company **Tasks**: - Delegate work to office support staff - Establish work priorities and ensure procedures are followed and deadlines are met - Carry out administrative activities of establishment - Assist in the preparation of operating budget and maintain...

Education: Secondary (high) school graduation certificate - Experience: 1 year to less than 2 years **Tasks**: - Review, evaluate and implement new administrative procedures - Delegate work to office support staff - Establish work priorities and ensure procedures are followed and deadlines are met - Carry out administrative activities of establishment -...

Education: - Expérience: **Education**: - Secondary (high) school graduation certificate **Tasks**: - Implement new administrative procedures - Review and evaluate new administrative procedures - Delegate work to office support staff - Establish work priorities and ensure procedures are followed and deadlines are met - Carry out administrative activities...

**Business Equipment and Computer Applications**: - MS Excel - MS PowerPoint - MS Word - MS Office **Additional Skills**: - Delegate work to office support staff **Specific Skills**: - Carry out administrative activities of establishment - Administer policies and procedures related to the release of records in processing requests under government access...

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 Compliance team is currently growing! We’re seeking a Compliance Officer, someone who is...

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 area of Regulatory Compliance & Risk Management ensures that IPC Securities Corporation (IPCSC)...

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? Our IIROC Operations team is currently growing! We’re seeking a Specialized Services Representative - someone who can provide...

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 Compliance team is currently growing! We’re seeking a Compliance Officer, Branch Review -...

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. With your background, skills and experience you’ve already found success in the wealth management...

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 primary function of this department is to provide exceptional support services to all Advisors,...

**Facilities Administrator** 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? Our Facilities Team is currently growing! We’re seeking a Facilities Administrator - someone who...

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? Our Operations IIROC team is currently growing! We’re seeking an Associate Manager, Advisor Services - someone who is to...

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...

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? Our MFDA Operations team is currently growing! We’re seeking an Advisor Services Representative - Segregated Funds - MFDA...

**Client Experience Specialist** 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,...

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. Your primary responsibility will be to warmly welcome and assist visitors to our Mississauga campus...

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...

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 Securities Operations team is currently growing! We’re seeking a Director, Advisor Services -...