Portfolio Services

6 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 Business Development team is seeking a Client Experience Specialist - someone who supports the Portfolio Managers in their role of growth and sales while supporting strategic initiatives. This role will act as an essential point of contact working with other areas within IPC to facilitate resolution by ensuring delivery of excellent client services.

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

**What is the role?**
- Support tactics related to advisor engagement and practice management.
- Assist the SVP, BD in tasks related to IPCs discretionary managed platform.
- Own inquiries from point of contact through to resolution.
- Administration of all pertinent documentation.
- Prep work for review packages, portfolio changes and other administration.
- Ensure excellence in every interaction to provide a consistent experience for existing clients and prospects.
- When required, ensures accuracy of completed account/trade paperwork, financial plans and all client meeting documentation.
- When required, coordinates client account/trade instructions for creation and completion.
- Update and manage all dashboards.
- Manage the onboarding process for advisors and clients.

**What are the traits and key competencies?**
- Relationship-building skills with a commitment to establishing long-term relationships.
- Ability to acknowledge and own inquiries through to resolution.
- Exceptional communication skills with ability to effectively communicate with various audiences at all levels of the organization.
- Process-driven with ability to use strong organizational skills.
- Ability to prioritize and multi-task effectively to deal with tight deadlines and competing priorities.
- Ability to think critically and use sound judgment.

**What are the preferred qualifications?**
- Minimum of 2 years experience in a client support role in a Financial Services firm. Alternate comparable experience will be considered.
- Completion of or working towards completion IIROC Securities licensing is considered an asset.
- Able to foster and maintain excellent relationships with clients, advisors, branch support staff, IPC Head Office team members and other key stakeholders.
- Exceptional client service skills are required. Ability to anticipate client needs and timely follow up is expected.
- Must have intermediate knowledge of PowerPoint, Word, Outlook and Excel.

**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 recognition: kudos, all-star program, rising star, and the circle of excellence.
- Awesome Leadership teams that know your name.
- Awesome perks: benefits that fit your needs, pension, share purchase plan, corporate discount plans, social events, summer hours, and fun.
- 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 Développement des affaires, Gestion privée du patrimoine est à la recherche d’un ou d’une spécialiste, Expérience client - une personne qui soutiendra les gestionnaires de portefeuille dans leurs activités de croissance et de vente tout en appuyant les initiatives stratégiques. Le ou la titulaire de ce poste agira comme personne-ressource essentielle pour les autres secteurs d’IPC; il ou elle facilitera la résolution des situations problématiques en veillant à la prestation d’un excellent service à la clientèle.

**JOIGNEZ-VOUS À NOTRE ÉQUIPE GAGNANTE**

**Quelles seront vos responsabilités?**
- Soutenir les tactiques liées à l’engagement des conseillers et à la gestion de la pratique
- Aider le vice-président principal, Développement des affaires à effectuer les tâches liées à la plateforme de gestion discrétionnaire d’IPC
- Prendre en charge les demandes reçues du début à la fin
- Gérer tous les documents pertinents
- Préparer les trousses d’examen, les modifications de portefeuille et d’autres tâches administratives
- Assurer l’excellence de chaque interaction afin d’offrir une expérience uniforme aux client

  • IT Project Management and Portfolio Analyst

    4 weeks ago

    Mississauga, Ontario, Canada 08763 Citi Canada Technology Services ULC Full time

    Job OverviewCiti Canada Technology Services ULC is seeking a highly skilled IT Project Management and Portfolio Analyst to join our team.

  • Portfolio Manager

    6 months ago

    Mississauga, Canada MD Financial Management Full time

    Requisition ID: 184567 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Portfolio Manager to join our team. The Portfolio Manager occupies a key role within MD...

  • Manager, Portfolio Management

    3 months ago

    Mississauga, Canada Element Fleet Management Full time

    Get started on an exciting career at Element!_ Element employees make a difference in the lives of others every day. We are re-defining the fleet management industry to be people first, then business - delivering on our promise of a superior client experience. This takes hard work and innovation, and we need more like-minded people on our team. What We...

  • Strategic Portfolio Manager

    4 weeks ago

    Mississauga, Ontario, Canada BentallGreenOak Full time

    BentallGreenOak is a leading provider of commercial property management and leasing services.We are seeking an experienced Strategic Portfolio Manager to oversee the day-to-day operations of our portfolio, ensuring high standards of property maintenance, tenant relations, and financial performance.Salary: $85,000 - $110,000 per year, depending on...

  • Senior Portfolio Specialist

    4 weeks ago

    Mississauga, Ontario, Canada National Bank Full time

    Key ResponsibilitiesThe Senior Portfolio Specialist will be responsible for analyzing clients' accounts to recommend business opportunities adapted to their needs, ensuring administrative tasks related to account management are completed smoothly and providing outstanding customer service. Additionally, this role involves developing marketing material to...

  • Portfolio Manager, Wealth

    4 weeks ago

    Mississauga, Canada CWB Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: Putting people first and building relationships with intention Seeking out and embracing new ideas Believing that how we do things is as important as what we do Location: Toronto, ON The opportunity CWB Wealth Management...

  • Academic Portfolio Administrator

    3 weeks ago

    Mississauga, Canada Sheridan College Full time

    Reporting to the Associate Dean, FHASS, the Academic Portfolio Administrator (APA) is a member of the Faculty's Administrative Team, accountable for proactively managing the administrative functions of the Associate Dean's Portfolio. Under the direction of the Associate Dean, the incumbent proactively coordinates processes that include workload planning...

  • Vice President, Portfolio Selling

    6 months ago

    Mississauga, Canada Compass Group Full time

    You might not know our name, but you know where we are. That’s because Compass Group Canada is part of a global foodservice and support services company that’s the 6th largest employer in the world, with 625,000 employees. You’ll find us in schools, colleges, hospitals, office buildings, senior living communities, tourist attractions, sports venues,...

  • Credit Portfolio Officer

    6 months ago

    Mississauga, Canada Citi Full time

    The Credit Portfolio Officer is a senior-level position responsible for leading activities including credit review, credit approvals and monitoring the portfolio to identify credit migration in coordination with the Risk Management team. The overall objective of this role is to manage Citi's portfolio exposure to client and counterparties...

  • Financial Portfolio Accountant

    4 weeks ago

    Mississauga, Ontario, Canada FirstService Residential Full time

    FirstService Residential is a leading provider of property management services, serving over 9,000 residential communities across the United States and Canada.The company offers a comprehensive benefits package, including competitive salaries, top-tier medical, dental, and retirement benefits, career training, and support for continued professional...

  • Mortgage Portfolio Manager

    4 weeks ago

    Mississauga, Ontario, Canada Community Trust Full time

    Embark on a rewarding career as a Mortgage Portfolio Manager at Community Trust Company.About UsWe are a forward-thinking financial institution dedicated to empowering our customers to achieve financial success. Our team is passionate about delivering exceptional service and fostering a collaborative work environment.SalaryThe estimated annual salary for...

  • Leasing Property Portfolio Manager

    4 weeks ago

    Mississauga, Ontario, Canada BentallGreenOak Full time

    At BentallGreenOak, we are seeking an experienced Leasing Property Portfolio Manager to join our team in Mississauga, ON.We offer a competitive salary range of $60,000 - $80,000 per year, depending on experience.About the RoleThe successful candidate will be responsible for planning, organizing, implementing and controlling all aspects of the operation of...

  • Financial Portfolio Manager

    2 weeks ago

    Mississauga, Ontario, Canada goeasy Ltd Full time

    At goeasy Ltd, our National Contact Center is the driving force behind our operations. We support over 400 locations across Canada in helping our customers achieve their personal and financial goals through our specialized functional teams.We are seeking an organized and highly motivated Financial Portfolio Manager to join our team. This role involves...

  • Residential Condominium Portfolio Manager

    4 weeks ago

    Mississauga, Ontario, Canada Associa Full time

    At Maple Ridge Community Management, a subsidiary of Associa, our mission is to deliver exceptional service and exceed client expectations. We offer exciting career opportunities for professionals from diverse backgrounds.We are currently seeking a skilled Portfolio Manager to oversee residential properties in the Peel Region.This role entails developing and...

  • Nam/latam Portfolio Lead

    6 months ago

    Mississauga, Canada Citi Full time

    This role will report to the COO/Global Head of PMO for Issuer Services within the technology division and will serve as a NAM Portfolio lead for business management and PMO related functions (i.e. hiring, PM tracking/collateral maintenance and budget management). This role will be part of a team that will focus on introducing and implementing revised...

  • Manager, Portfolio and Project Delivery and Change

    8 months ago

    Mississauga, Canada Morguard Full time

    PURPOSE The Manager, PDCO is accountable to the Director, Application Service for providing oversight of Morguard’s enterprise-wide projects and serves as the primary liaison between the Governing Body and the Business. Includes but not limited to: **Portfolio Operations and Reporting** The incumbent will manage and govern the Portfolio Process,...

  • Condominium Manager Residential Gta West Portfolio

    6 months ago

    Mississauga, Canada Associa Full time

    At Maple Ridge Community Management, An Associa® Company, serving others is our calling. We are passionate about our services, and we live for our customers. We offer rewarding opportunities for individuals of all backgrounds and levels of experience. Maple Ridge Community Management has been proudly serving the condominium industry since 1984. MRCM is ACMO...

  • Product Portfolio Strategist

    7 days ago

    Mississauga, Ontario, Canada Mitsubishi Motor Sales of Canada, Inc. Full time

    At Mitsubishi Motor Sales of Canada, Inc., we are committed to building a diverse and inclusive workplace where all employees feel valued and supported.The Product Portfolio Strategist plays a key role in supporting the product team in various aspects of product development, from conception to launch and post-launch phases. This includes achieving business...

  • Avp & Manager, Commercial Portfolio Management

    6 months ago

    Mississauga, Canada CWB Financial Group Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: - Putting people first and building relationships with intention- Seeking out and embracing new ideas- Believing that how we do things is as important as what we do AVP & Manager, Commercial Portfolio Management The...

  • Strategic Portfolio Specialist

    2 weeks ago

    Mississauga, Ontario, Canada Banque Nationale du Canada Full time

    A career as a Senior Wealth Associate at National Bank is an opportunity to showcase your ability to work collaboratively with clients and colleagues.Your Key Responsibilities:Analyze client accounts to identify business opportunities tailored to their needs.Ensure seamless administrative tasks related to account management, providing exceptional customer...