Pinnacle

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

**About You**

You have a natural ability to collaborate with others, understanding their unique goals and objectives within the organization. You recognize the crucial part you play in establishing a strong rapport and fostering a culture of continuous learning and development within your team. Your ability to provide constructive feedback and tailored coaching will empower our Client Experience Specialists to reach their full potential and pursue opportunities for professional growth. Your proactive approach, effective communication skills, and commitment to excellence will be instrumental in driving team performance and achieving organizational success.

Your attention to detail and organized approach to office management will contribute to the smooth functioning of operations and the overall success of the team. Efficient office management is essential for maintaining a productive and positive work environment. You'll be responsible for overseeing day-to-day operations, including scheduling, resource management, and administrative tasks. Ensuring compliance with company policies and industry regulations is paramount.

**_WE WANT YOU TO JOIN OUR TEAM OF WINNERS_**

At IPC, we’ve designed the Associate Manager, Branch Operations with you in mind. You'll serve as a supportive leader dedicated to helping Specialists reach their goals, fostering team growth and development, and ensuring efficient office operations.

**What is the role of the Associate Manager, Branch Operations?**
- Provide leadership to a team of Client Experience Specialists, act as a point of contact on matters requiring further escalation, review and ‘on the spot’ coaching opportunities.
- Support the Regional Director in ensuring that business operations and compliance issues are kept to the highest standards.
- Engage in ongoing coaching with team members, providing feedback and assisting in performance reviews, and time management responsibilities.
- Identify training needs, learning opportunities and knowledge gaps within the team, in addition to validating the onboarding training completion.
- Investigate, research, and facilitate accurate solutions on escalated matters.
- Recognize and contribute to process improvement opportunities intended to benefit the corporate branch through active engagement with our client experience specialists and management.
- Actively respond, support, and communicate as required with IPC partners on behalf, and in the best interest of clients, Advisors, Specialists and IPC.
- Identify training needs, learning opportunities and knowledge gaps within the team to develop useful learning paths, in addition to validating training completion.
- Collaborate with management on reporting, data management, and internal communication requests.
- Ensures excellence in every interaction to provide a consistent experience for all clients.
- Travel may be required to attend on site coaching or conducting learning sessions across the region.

**What are the preferred qualifications for an Associate Manager, Branch Operations?**
- 5+ years of experience in a financial advisory firm. Alternate comparable experience will be considered.
- Previous experience in a leadership role with direct reports is an asset.
- Post-secondary diploma or degree in business or other related discipline preferred.
- Able to communicate clearly and concisely the goals and objectives of IPC and Pinnacle to all stakeholders; and able to effectively communicate to all levels of team and audience.
- Ability to oversee/manage multiple projects effectively and a capacity for dealing with tight deadline while managing various working teams.
- Completion of CSC or IFIC is an asset.
- Advanced knowledge of Word, Outlook, SharePoint, and Excel. Ability to effectively use technology in the daily work routine.

**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 accommo

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