Operations, Mfda

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 Operations MFDA team is currently growing We’re seeking an Advisor Services Associate - someone who is responsible for providing a very high level of service to internal and external clients. Any advisor/branch inquiries/processing inquiries will be handled to ensure that accurate, efficient service is provided to everyone in a professional manner. The primary function of this role is to provide back office processing support for IPC Advisors.

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

At Investment Planning Counsel we’ve designed every aspect of the Advisor Services Associate role with you in mind.

**What is the role of the Advisor Services Associate?**
- Processing all documentation related to accounts: RSP’s, RRIF’s, LIRA’s, LIF’s, Trusts, informal and formal, estate accounts and corporate accounts.
- Enters trade requests (i.e. Buys, Sells, Switches) into the appropriate database.
- Processing transfers in and out, verify setup of new accounts, entering systematic instructions, processing withdrawals and de-registrations.
- Processing of preauthorized payments, automatic withdrawals, purchases, redemptions, transfers, switches and ensuring accurateness of transactions.
- Monitoring of monthly reports in preparation for maturities and interest payments.
- Process all transaction related paperwork such as letters of Indemnities, commission rebates, cheque requisitions - as it pertains to specific branch offices/advisors in a timely, efficient and accurate manner.
- Reviews and prepares monthly Nominee Reconciliation.
- Create and review non-financial updates sent to fund companies via Fund SERV.
- Ad-hoc duties as required.

**What traits and competencies should an Advisor Services Associate possess?**
- Must be able to effectively communicate to various audiences and all levels of staff.
- Ability to quickly review/edit staff’s work and make corrections/amendments if necessary.
- Excellent verbal and written communication.
- Strong time management and organizational skills.
- Ability to oversee/manage multiple projects effectively and a capacity for dealing with tight deadlines.
- Service oriented attitude and desire for future growth.

**What are the preferred qualifications for an Advisor Services Associate?**
- Post-secondary education in business required.
- 2-5 years of experience within the Mutual Fund Industry and specifically Registered products in a Nominee environment.
- Completion of CSC/IFIC.
- Bilingual in English and French is required.
- Proficient at using the Microsoft Office suite of products, mainly MS Word and Excel
- 12 Month Contract

**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 chargée des opérations ACFM prend de l’expansion Nous cherchons à pourvoir un poste de responsable, Services aux conseillers - une personne chargée de fournir un niveau de service de haute qualité à nos clients/clientes tant internes qu’externes. La personne choisie sera appelée à répondre à toutes les demandes de renseignements provenant des conseillers/conseillères et des succursales afin d’assurer l’exactitude et l’efficacité du service pour tout le monde d’une manière professionnelle. La principale responsabilité de ce poste consiste à offrir du soutien administratif aux conseillers/conseillères d’IPC.

**NOTRE ÉQUIPE GAGNANTE VOUS ATTEND**

À IPC, chaque aspect de ce poste a été pensé en fonction de vous.

**Fonctions du ou de la responsable, Services aux conseillers**
- Traiter tous les documents liés aux : RER, FEER, CRI, FRV, fiducies (légalement constituées et implicites), comptes d

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