Pinnacle
3 weeks ago
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
-
Pinnacle
4 days ago
Mississauga, Canada Investment Planning Counsel Full timeInvestment 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
3 weeks ago
Mississauga, Canada Pinnacle Full timeWelcome 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...
-
Payment Solutions Manager
4 weeks ago
Mississauga, Canada Pinnacle Full timeWelcome 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
1 week ago
Mississauga, Canada Pinnacle Full timeWelcome 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
6 days ago
Mississauga, Canada Investment Planning Counsel Full timeInvestment 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...
-
Account Manager
2 weeks ago
Mississauga, Canada Pinnacle RPM Full time**急聘中英双语客户经理** **由于公司不断的扩张,Pinnacle RPM 正在为在Missisauga的办公室招聘几位专业的客户经理。该职位涉及到维护和培养已有的客户关系,有着绝佳的职业发展前景还有在海外工作的机会。** **Pinnacle RPM...
-
Plumber
3 weeks ago
Mississauga, Canada Pinnacle Home Services Full timePinnacle Home Services is looking to hire a full-time plumber to join our growing service team! We are looking for someone who can complete and submit daily service work orders and installations. Complete work in a professional manner as well as leaving job cleaner than how it was found. **Job Types**: Full-time, Permanent **Salary**: $25.00-$50.00 per...
-
Professional Painter
4 weeks ago
Mississauga, Canada Pinnacle Painting and Decorating Full timePinnacle Painting and Decorating is a commercial and residential painting company looking for quality employees who pride themselves on their workmanship and teamwork: Job Duties: - Set up job-site by protecting all items that need to be covered and preparing all substrates with superior surface preparation - Adhere to company safety policies, wearing...
-
Pinnacle
4 weeks ago
Mississauga, Canada Investment Planning Counsel Full timeInvestment 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**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
4 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
3 weeks ago
Mississauga, Canada Investment Planning Counsel Full timeInvestment 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
3 weeks ago
Mississauga, Canada Investment Planning Counsel Full timeInvestment 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
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? **Are you the type of...
-
Pinnacle
2 weeks ago
Mississauga, Canada Investment Planning Counsel Full timeInvestment 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
2 days ago
Mississauga, Canada Investment Planning Counsel Full timeWith 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**: -...
-
Senior React-native Developer
3 weeks ago
Mississauga, Canada Pinnacle Hiring Inc Full time**Senior React-Native Developer** **Key Responsibilities**: - Solve complex performance problems and architectural challenges. - Proficiently use TypeScript/JavaScript to create scalable and maintainable code. - Collaborate with the team to design and implement Design System components in React/Native. - Integrate with backend APIs, ensuring efficient data...
-
Photo and Video Sales Consultant
2 weeks ago
Mississauga, Canada Vistek LTD Full timeVistek 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...
-
Health and Safety Officer
3 weeks ago
Mississauga, Canada Pinnacle Digital Solutions Ltd Full timeWork Term: Temporary - Work Language: English - Hours: 40 hours per week - Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years - Experience: 1 to less than 7 months **Work setting**: - Office - Construction **Tasks**: - Provide information/training to employers, employees and general public -...
-
Mortgage Agent
3 weeks ago
Mississauga, Canada Mortgage Alliance Pinnacle Capital Full timeFULLY COMMISSIONED BASED role. A self starter with good marketing skills. We are looking for a Mortgage Agent who will represent our company and provide excellent customer service. Preferable experienced in the financial industry and well versed with mortgage products. Must have completed the Mortgage Agent course in the last 2 years and/or is an active...
