Advisor Support Associate
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Permanent Full Time
Please note this is a hybrid position.
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.
At IPC, the Advisor Support Associate role is designed to support both Advisors and clients effectively. In this position, you will provide administrative, operational, and client service support to a pooled team of Advisors and Client Experience Specialists (CES) within the National Accounts Desk.
This role is essential to maintaining efficient daily operations, delivering a high-quality client experience, and supporting Advisor productivity. The ideal candidate is detail-oriented, client-focused, and comfortable in a fast-paced professional environment. The Advisor Support Associate partners closely with Client Experience Specialists to coordinate client service activities, manage administrative workflows, and support operational processes that contribute to a seamless client experience.
What You Will Do
You will partner with Client Experience Specialists (CES) to support Advisors and clients through a variety of administrative, operational, and client service responsibilities, including:
- Provide outstanding customer service and support by putting the client first.
- Serve as a first point of contact for administrative client inquiries by phone and email.
- Coordinate Advisor calendars and client service activities, including scheduling, confirming, and rescheduling client appointments.
- Monitor and manage shared team mailboxes and route requests to the appropriate team members.
- Assist with client onboarding,
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