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Guest Relations Associate

3 months ago


Mississauga, Ontario, Canada Investment Planning Counsel Full time

Position: Client Services Representative

Company Overview:

Investment Planning Counsel (IPC) is a dynamic and expanding independent wealth management organization in Canada. Our dedicated team is focused on empowering advisors to elevate their practices through outstanding client support.

Key Responsibilities:

  • Greet and assist guests at the corporate office in a courteous and professional manner
  • Manage incoming communications and route them to the relevant departments
  • Address client inquiries via telephone, email, and face-to-face interactions
  • Organize meeting and event arrangements
  • Provide administrative support to senior management

Qualifications:

  • At least 2 years of experience in a reception or customer service role, ideally within the financial sector
  • Post-secondary education in business or a related discipline
  • Aspirations for professional growth within the financial services industry
  • Exceptional client service and communication abilities
  • Capability to handle multiple tasks in a fast-paced environment

Benefits:

  • Attractive benefits package including health coverage, retirement plans, and stock purchase options
  • Professional development opportunities through industry training
  • Engagement in community initiatives via IPC Cares
  • Supportive leadership and a positive corporate culture

If you are interested in this position, please inform us if you require any accommodations during the selection process. Your information will be treated with confidentiality.