Operations Coordinator

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 Corporation group of companies and serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.

With the acquisition, IPC and Canada Life's existing wealth platforms create one of Canada's leading wealth providers.

We are looking for an Operations Coordinator. This position requires being in the office 5 days a week.

Reporting to the Manager, Operations the Operations Coordinator (OC) plays an important role in the day-to-day operations of the office. They are the point of contact and handle a wide variety of client support tasks. The OC is responsible for handling requests and follow-ups, scheduling, courier, mail and scanning of documents, producing basic reports. They support the advisor and team and also act as the primary liaison for on-site support and with technology support.

What you will do

• Act as the primary point of contact for dealing with clients at the front desk, on the phone and through email
• Provide support in the office for appointments, processing, mailings, faxes, scanning and emails, as well as general oversight (multi-function devices, supplies, troubleshooting, fire safety plan, compliance, communications with the building manager, etc.)
• Provide general business support (generating summaries, prepping forms, inquiries, filing, transcribing, ordering supplies)
• Provide support with onboarding and offboarding as required
• Manage the continuing education process (certificates, mailing, file, etc.)
• Produce basic reports for management and the team as required
• Provide general support for activities taking place in the office

What you will bring

• Post-secondary degree
• Understand the operations of a sales organization
• Proficiency in the use of Microsoft Office (Outlook, Word, Excel and PowerPoint) Ability to learn new technologies
• Demonstrate an aptitude for establishing strong collaborative relationships with multiple business partners at all levels
• Possess excellent verbal and written communication skills
• Respond quickly to customer and business partner requests with tact, courtesy and patience
• Demonstrate a proactive approach, showing initiative towards process improvement and individual development
• Possess a strong sense of organization as well as the ability to manage multiple priorities and meet deadlines
• Have the ability to work well within a diverse team and a strong aptitude for independent work
• Establish and maintain positive working relationships with others, both internally and externally the external
• Reliability Status Security Clearance – this can only be completed with candidates who receive an offer of employment. This is a personal security status that is required as a condition of employment before an employee can gain access to Protected B information, assets or work sites as outlined by the Government of Canada website. The cost of submitting these checks will be covered by Canada Life

The base salary for this position is between $38,700 - $ 52,400 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Be your best at Canada Life- Apply today

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You're part of a diverse and inclusive workplace where your career and well-being are championed. You'll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you'll deliver on our shared purpose to improve the well-being of Canadians. It's our driving force. Become part of a strong and successful company that's trusted by millions of Canadians to do the right thing.

Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we're one of Canada's leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.