Operations, Pw Concierge

8 months 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 Private Wealth Advisor Services team is growing We are seeking an Account Manager for IPC One Advisor Services, someone who will support newly accredited Portfolio Managers in a relationship management capacity, ensuring that their clients’ accounts transition successfully to IPC One. This individual will function as the liaison between the Portfolio Managers and internal departments at IPC in all aspects of the Advisor Journey.

**WE WANT YOU TO JOIN OUR TEAM OF WINNERS**

**What is the role of the IPC One Account Manager?**
- Providing support to the Portfolio Manager, branch, and internal IPC teams on all requirements to facilitate the transition of clients smoothly. (households, non-mandated accounts systematic financials, documentation required and e-delivery)
- Coordinate with the IPC Branch Manager (Compliance) to ensure that all requirements are met.
- Consult with back office to address trading inquiries and/or challenges and escalate issues to management as needed.
- In depth understanding and processing of workflows and procedures required to transition existing accounts to managed/non-managed accounts on the new platform.
- Complete Daily Investment Form for initial investments on non-managed accounts.
- Monitor and track transition activity for reporting purposes, identify SLAs and opportunities for improvement.
- Ensure professional and timely communication both written and verbal when addressing inquiries and/or challenges.
- Function as the single point of contact for the advisors and internal business members, as well as providing an update on the progress: advancements made and next steps.
- Maintain accurate records to report weekly and monthly volumes, SLA, issues, and resolution.
- Identify trends of re-occurring, ongoing and/or regular challenges experienced by the Portfolio Managers and internal partners.

**What traits and competencies should an IPC One Account Manager possess?**
- Relationship-building skills; can establish rapport from the get-go and recognize obvious working traits of the advisor and branch.
- Empathic with sound judgement in decision making
- keeping in mind that “The Client Comes First.”
- Multi-task - Can oversee/manage multiple projects effectively with a capacity for dealing with tight deadlines; must possess excellent time management skills.
- Communication - Excellent written and oral
- Able to work independently when required as well as in a team environment.
- Contribute actively towards the team’s success through forward thinking and a cheerful outlook, transparent in thought process.
- Organizational skills - attune to situations requiring impeccable time management and the appropriate handling of documents.

**What are the preferred qualifications for a IPC One Account Manager?**
- Must possess at least 1-3 years of IIROC industry work experience at the administrative level with knowledge of IIROC processes.
- Post-secondary education in Business Administration.
- Completion of CSC is an asset.
- Proficient in MS Word, Excel, PowerPoint, Outlook, and Office 365.

**What is # lifeatIPC?**
- Awesome support in providing industry-leading 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, all-star 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 confidence._
- _____________

Investment Planning Counsel (IPC) est l’une des entreprises indépendantes de gestion de patrimoine qui connaît la croissance la plus rapide au Canada. Nous sommes des gens provenant de divers horizons, mais qui travaillent tous à un même objectif : aider des conseillers et des conseillères à bâtir leur entreprise grâce à une expérience client exceptionnelle.

Notre équipe Gestion privée du patrimoine, Services aux conseillers s’agrandit Nous sommes à la recherche d’un ou d’une gestionnaire de comptes qui offrira des services aux conseillers utilisant IPC One. Cette personne appuiera les gestionnaires de portefeuille nouvellement accrédités dans un rôle de gestion des relations, en veillant à la transition réussie des comptes clients à la plateforme IPC One. Elle assurera la liaison entre les gestionnaires de portefeuille et les équipes in

  • Residential Concierge Supervisor

    3 days ago

    Mississauga, Canada Elite Residential Concierge Services Inc. Full time

    **About Us**: A team of 750+ employees are the backbone of Elite Residential and we proudly collaborate as a family across locations to deliver superior and best-in-class services to our clients. Being a leader in the security and concierge industry, we invite professionals, both young and experienced, to come and live the Elite Experience while transforming...

  • Operations, Pw Concierge

    7 months 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 Private Wealth Advisor Services team is growing! We are seeking an Account Manager for IPC One...

  • Concierge/security (Site Supervisor)

    3 weeks ago

    Mississauga, Canada Elite Residential Concierge Services Inc. Full time

    About Us: A team of 1000+ employees are the backbone of Elite Residential and we proudly collaborate as a family across locations to deliver superior and best-in-class services to our clients. Being a leader in the security and concierge industry, we invite professionals, both young and experienced, to come and live the Elite Experience while transforming...

  • Concierge/security (Site Supervisor- Mississauga)

    3 weeks ago

    Mississauga, Canada Elite Residential Concierge Services Inc. Full time

    **About Us**: A team of 750+ employees are the backbone of Elite Residential and we proudly collaborate as a family across locations to deliver superior and best-in-class services to our clients. Being a leader in the security and concierge industry, we invite professionals, both young and experienced, to come and live the Elite Experience while transforming...

  • Concierge/security (Site Supervisor- Mississauga)

    3 days ago

    Mississauga, Canada Elite Residential Concierge Services Inc. Full time

    **About Us**: A team of 750+ employees are the backbone of Elite Residential and we proudly collaborate as a family across locations to deliver superior and best-in-class services to our clients. Being a leader in the security and concierge industry, we invite professionals, both young and experienced, to come and live the Elite Experience while transforming...

  • Personal Support Worker

    3 weeks ago

    Mississauga, Canada Home Concierge Full time

    **Personal Support Worker Servicing Mississauga** **About us**: Home Concierge provides personalized care to our members in their own home. Founded in 2019 Home Concierge is a fast-paced high growth company with a growing team of entrepreneurial leaders seeking to revolutionize what service excellence means in the private-pay, home care space. **About the...

  • Condo/concierge Security Guard

    3 weeks ago

    Mississauga, Canada Barber Collins Security services Ltd. Full time

    Barber Collins security is looking for a full time night Security Guard to work during the week and every other weekend at a condominium_._ **Shifts** Monday to Friday from 3 pm to 11 pm - No weekends required - 40 hours per week - 8 hour shifts **Responsibilities**: - Protect company’s property and staff by maintaining a safe and secure environment. -...

  • Condo/concierge Security Guard

    3 weeks ago

    Mississauga, Canada Barber Collins Security services Ltd. Full time

    Barber Collins security is looking for a full time day Security Guard to work during the week and some weekends at a condominium_._ **Shifts** Monday to Friday 7 am to 3 pm **Responsibilities**: - Protect company’s property and staff by maintaining a safe and secure environment. - Perform concierge type duties. - Take accurate notes of unusual...

  • Concierge

    2 weeks ago

    Mississauga, Canada Signature Retirement Living Full time

    **ABOUT US** We’re **Signature **Retirement Living**, and we believe that enjoying life is what Vibrant Seniors Living should be all about. We hire outstanding people who truly care about seniors and understand their needs. We value our staff and believe in providing a culture that cultivates and celebrates success, offering excellent benefits and perks,...

  • Concierge - Part-time

    2 weeks ago

    Mississauga, Canada V!VA Retirement Communities Full time

    **You.** You have a passion to raise the bar in the retirement industry. You are an energetic, motivated team player who is able to inspire others to provide the highest standards of performance and customer service. You will have abilities and customer service experience in a similar setting with skills and knowledge in the areas of serving, handling food...

  • Condo/concierge Security Guard

    3 days ago

    Mississauga, Canada Barber Collins Security services Ltd. Full time

    Barber Collins Security is looking for a full time concierge for a condo in the Mississauga area. **Access to your own vehicle is a mandatory requirement as there is no reliable transit access to this site.** **Week 1 (41 hours)**: Friday 11 pm - 8 am Saturday 8 pm - 8 am Sunday 8 pm - 7 am Wednesday 11 pm - 7 am Thursday 11 pm - 7 am **Week 2 (39...

  • Concierge - Part Time Weekends

    7 months ago

    Mississauga, Canada V!VA Retirement Communities Full time

    **Would you like to fill the time with **fulfilling** work for Seniors?** **Do you have a cheerful, helpful and happy disposition?** **Join a company that believes in Making Today Great!** **Work in a spectacular Retirement Community in Mississauga, Ontario** **Be a part of a team that shares a passion for making a positive impact in the lives of our...

  • Clinic Concierge

    3 days ago

    Mississauga, Canada Laserbody MD Full time

    Come GROW with US! Laserbody M.D. is the leader in lifestyle medicine, wellness and medical laser spas with award-winning clinics across the GTA. We're not your typical medical company, we are **ethical **medical professions that value our patients and team members and strive to live by our company **values**. Perks include health benefits and professional...

  • Concierge Manager

    7 months ago

    Mississauga, Canada Laura Canada Full time

    Company Description Laura Canada is an iconic and innovative family-owned retailer housing two leading women’s fashion apparel brands, Laura and Melanie Lyne. Based in Laval, Quebec, we design, produce, market and distribute quality apparel across Canada. We proudly employ over 2,000 dedicated team members and operate more than 140 locations and two...

  • Reception - Concierge

    5 days ago

    Mississauga, Canada Amica Senior Lifestyles Full time

    **Job Description**: **_ RECEPTION - CONCIERGE_** **_ Amica City Centre_** **_ Part Time_** Amica Senior Lifestyles is setting a new standard for senior living in Canada by combining unparalleled premium hospitality and amenities with expert care and support to deliver a personalized senior living experience. Committed to enriching the lives of seniors...

  • Concierge - Part Time

    7 months ago

    Mississauga, Canada Regal Security Inc. Full time

    **Regal Security Inc.** is currently seeking an **part time Concierge** at our sites located in the Toronto, ON area. - Part-time availability that can consist of mornings, afternoons, overnight and weekend shifts - including holidays. - Demonstrated experience as a security guard or concierge. - Customer service-driven individual - Clear English...

  • Care Concierge

    7 months ago

    Mississauga, Canada Shoppers Drug Mart Pharmaprix Full time

    Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do. **Why this role is important?** **SUMMARY**: ***The Care Concierge plays an integral role in seamlessly integrating the new Future of Pharmacy features into current service offerings...

  • Reception - Concierge

    7 months ago

    Mississauga, Canada Amica Senior Lifestyles Full time

    **Job Description**: **_ _**_RECEPTION - CONCIERGE_** **_ Amica City Centre_** **_ Casual: on call_** At Amica we are united in our purpose to provide the best care in Senior Living in a supportive environment. We are setting a new standard for senior living in Canada by combining unparalleled premium hospitality and amenities with expert care and support...

  • Reception - Concierge

    1 week ago

    Mississauga, Canada Amica Senior Lifestyles Full time

    **Job Description**: **_ RECEPTION - CONCIERGE_** **_ Amica City Centre_** **_ Part Time_** Amica Senior Lifestyles is setting a new standard for senior living in Canada by combining unparalleled premium hospitality and amenities with expert care and support to deliver a personalized senior living experience. Committed to enriching the lives of seniors...

  • Reception - Concierge

    3 months ago

    Mississauga, Canada Amica Senior Lifestyles Full time

    **Job Description**: **_ _**_RECEPTION - CONCIERGE_** **_ Amica Credit Mills_** **_ Part-Time_** At Amica we are united in our purpose to provide the best care in Senior Living in a supportive environment. We are setting a new standard for senior living in Canada by combining unparalleled premium hospitality and amenities with expert care and support to...