Operations, Iiroc

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.

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?

We’re seeking a Client Services Associate - someone who is the primary point of contact for IPC Securities Advisors on a wide array of processing, procedural and regulatory matters affecting client accounts.

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

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

**What is the role of the Client Services Associate?**
- Positively contribute to the Team’s service level benchmark of responding to 80% of calls within 20 seconds.
- Liaison between client facing front office partners, internal partners and third-party vendors to positively represent mutual interests and transfer knowledge.
- Educate callers on array of IPC and regulatory products, policies and procedures that includes, but is not limited to: o Field inquiries relative to client account administration
- Issues related to registered plans
- Document requirements for new accounts
- Pricing and service-related inquiries
- Remote trade processing inquiries
- Recognize any issues with potential for unforeseen risk to IPC or the client, and timely communicate to management.

**What traits and competencies should a Client Services Associate possess?**
- Strong communication skills
- Strong time management skills
- Relationship-building skills with a commitment to establishing long-term client relationships
- Ability to provide resolutions to enhance client experiences
- Ability to think critically and use sound judgment when serving clients

**What are the preferred qualifications for a Client Services Associate?**
- Must possess a minimum of 2 years' experience within a resource center environment, working in an IIROC platform.
- Experience working in the securities operations/client service environment with a good working knowledge of relevant back-office software solutions preferred.
- Undergraduate degree in Business preferred
- Completion of IFIC is mandatory, CSC is an asset.
- Must be extremely proficient at using Microsoft Office Suite programs (Office 365) with specific attention to Word and Excel

**What to expect at IPC?**
- 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
- Awesome hybrid working environment
- 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.

Grâce à vos antécédents, à vos compétences et à votre expérience, vous connaissez déjà du succès dans le secteur de la gestion de patrimoine. Mais avez-vous trouvé l’employeur idéal qui vous encourage non seulement à réussir sur le plan professionnel, mais à adopter un style de vie équilibré?

Le Service à la clientèle est responsable d’offrir une expérience de service de premier plan aux clients internes et externes d’IPC afin de permettre aux conseillers d’améliorer leur pratique. Toutes les demandes des conseillers traitées par le Service à la clientèle doivent être résolues de manière exacte et complète et favoriser une expérience de service efficace dans un contexte toujours professionnel et bienveillant. Les normes de qualité et de productivité du service offert aux conseillers d’IPC Securities servent de critères pour évaluer le rendement de cette fonction.

Nous sommes à la recherche d’un adjoint au service à la clientèle. Cette personne est le premier point de contact des conseillers d’IPC Securities pour un large éventail de questions reliées au traitement, aux processus et à la réglementation qui touchent les comptes des cli

  • Operations, Iiroc

    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 Securities Operations team is currently growing! We’re seeking a Director, Advisor Services -...

  • Operations, Iiroc

    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. With your background, skills and experience you’ve already found success in the wealth management...

  • Specialized Services Representative

    2 weeks 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? Our IIROC Operations team is currently growing! We’re seeking a Specialized Services Representative - someone who can provide...

  • Associate Manager, Advisor Services

    2 weeks 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? Our Operations IIROC team is currently growing! We’re seeking an Associate Manager, Advisor Services - someone who is to...

  • Compliance

    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 Compliance team is currently growing! We’re seeking a Compliance Officer, someone who is...

  • Compliance

    7 months ago

    Mississauga, Canada Investment Planning Counsel Full time

    **Compliance Officer (Contract)** 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. With your background, skills and experience you’ve already found...

  • Operations

    7 months ago

    Mississauga, Canada Investment Planning Counsel Full time

    **Operations Business Analyst** 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? Our Operations team is currently growing! We’re seeking an Operations Business Analyst -...

  • Financial Assistant

    7 months ago

    Mississauga, Canada Ferguson Financial Planning | CI Assante Wealth Management Full time

    **SUMMARY OF ROLE**: We are currently seeking a **Licensed Financial Assistant** to join our team in Mississauga and support the operations of the _Ferguson Financial Planning_ team at Assante Capital Management. The **Licensed Financial Assistant** will play a crucial role in facilitating account management and administrative tasks to ensure the smooth...

  • 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...

  • 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...

  • Advisor Services Specialist

    2 weeks 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? Our Operations IIROC team is currently growing! We’re seeking an Advisor Services Specialist - someone who will support in...

  • Operations, Ipcic

    7 months ago

    Mississauga, Canada Investment Planning Counsel Full time

    **Advisor Services Associate (Transfers)** 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? Our Operations team is currently growing! We’re seeking an Advisor Services...

  • Advisor Support Associate

    4 months ago

    Mississauga, Canada Canada Life Assurance Company Full time

    Advisor Support Associate **Description: - Permanent Full Time- Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience.- In November 2023, Canada Life acquired IPC....

  • Advisor Associate

    2 months ago

    Mississauga, Canada The Canada Life Assurance Company Full time

    Temporary Full Time Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience. In November 2023, Canada Life acquired IPC. Canada Life is a member of the Power Financial...

  • Private Wealth Account Manager

    3 weeks ago

    Mississauga, Canada The Canada Life Assurance Company Full time

    Permanent Full Time Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience. In November 2023, Canada Life acquired IPC. Canada Life is a member of the Power Financial...

  • IT Administrator

    4 months ago

    Mississauga, Canada Canada Life Assurance Company Full time

    IT Administrator **Description: - Permanent Full Time- Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience.- In November 2023, Canada Life acquired IPC. Canada Life is...

  • Compliance Officer

    7 months ago

    Mississauga, Canada Embark Full time

    **Job Profile**: Compliance Officer **Compliance Officer** Full-time Reporting into Manager, Central Compliance At Embark Student Corp. (“Embark”) we’re on a journey to create an entirely new student experience. One that is built on instilling confidence in students around the paths they are choosing and their ability and agency to achieve their...

  • Compliance Officer

    1 week ago

    Mississauga, Canada Edward Jones Full time

    **Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.** Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone...

  • Pia Client Service Associate

    8 months ago

    Mississauga, Canada TD Bank Full time

    **PIA Client Service Associate**: - 418162BR **Job Category - Primary** - Wealth Management **Work Location** - 20 Milverton Drive **Employment Type** - Regular **City** - Mississauga **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** TD Private Wealth...