Operations, Iiroc

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.

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 IPC Securities Operations team is currently growing We are seeking a Specialized Processing Services Specialist - someone who can provide exceptional client service and support to our Advisory teams to ensure a high level of accuracy and timely transactional processing.

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

**What is the role of the Advisor Services Specialist, Specialized Processing?**
- Work with the Advisor offices providing guidance, documentation requirements and process requested client account transactions
- Be a registered account product specialist handling estate settlement, credit, unlocking requests, financial hardship, home buyers’ withdrawal, RESP’s, RDSP’s, TFSA’s, FHSA’s RIF/LIF transactions
- Mutual fund bulk switch trade execution
- Client account entry corrections such as registered contributions and tax slips
- Monitor client account debits and process sellouts where required
- Collaborate with internal teams in person and external teams to enhance the clients experience
- Assist to actively evaluate the relevance of existing guidelines and collaborate to keep department SOP up to date
- Participate in department trainings, projects and initiatives as assigned

**What traits and competencies should an Advisor Services Specialist possess?**
- Knowledge in registered products and processing
- Relationship-building skills with a commitment to establishing long-term relationships
- Ability to leverage technology to enhance the client’s experiences
- Ability to think critically and use sound judgment when serving clients
- Ability to handle high volumes by utilizing time management skills
- Contributes to the positive morale and a sense of team spirit
- Drives for results, demonstrates resilience and adaptability

**What are the preferred qualifications for an Advisor Services Specialist, Specialized Processing?**
- Possess a minimum of 3 years of experience within an operations environment, working with the Securities platform
- Post secondary education in Business or equivalent job experience
- Completion of CSC/IFIC preferred
- Knowledge of relevant Securities back-office software solutions is an asset
- Must be extremely proficient at using the Microsoft Office suite of products, mainly MS Word 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 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.

Votre formation, vos aptitudes et votre expérience vous permettent déjà de connaître le succès dans le secteur de la gestion de patrimoine. Mais avez-vous trouvé l’entreprise idéale, celle qui vous encourage à maintenir une vie équilibrée tout en visant plus haut professionnellement?

L’équipe de l’Administration des valeurs mobilières d’IPC prend de l’expansion Nous sommes à la recherche d’un ou d’une spécialiste des services de traitement spécialisé - une personne qui peut offrir un service à la clientèle exceptionnel et soutenir nos conseillers et conseillères afin que les opérations soient traitées avec minutie et dans les délais impartis.

**NOTRE ÉQUIPE DE GAGNANTS VOUS ATTEND**

**Fonctions du ou de la spécialiste des services aux conseillers et conseillères, traitement spécialisé**
- Travailler avec les bureaux des conseillers et conseillères pour offrir des conseils, indiquer les exigences en matière de documents et traiter les opérations demandées dans les comptes clients
- À titre de spécialis

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