Advisor Services Associate

2 weeks ago

Mississauga, Ontario, Canada Investment Planning Counsel Full time

Advisor Services Associate Role Overview

At Investment Planning Counsel, we're seeking a skilled Advisor Services Associate to join our team. This role is ideal for individuals with a background in transfer processing and a passion for delivering exceptional client service.

Key Responsibilities:

  • Manage transfer requests with precision and attention to detail, ensuring seamless execution and timely completion.
  • Collaborate with custodian partners to enhance service delivery and identify opportunities for process improvements.
  • Provide regular updates to advisor offices, ensuring top-tier support and exceptional customer service throughout the transfer process.
  • Take ownership of the client onboarding process, ensuring a smooth and efficient transition into our services.
  • Rigorously quality check all documents involved in the onboarding process to ensure compliance with internal standards and external regulatory requirements.

Requirements:

  • At least 2 years of experience processing external account transfers.
  • Knowledge of relevant IIROC transfer processes.
  • Strong verbal and written communication skills.
  • Post-secondary education or industry equivalency.
  • Minimum 4 years of experience within the Financial Industry, preferably within a dealership.

What We Offer:

  • A supportive and collaborative work environment.
  • Opportunities for professional growth and development.
  • A comprehensive benefits package, including pension and share purchase plan.
  • Recognition and rewards for outstanding performance.

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