Client Experience Specialist - Georgetown, ON

Client Experience Specialist - Georgetown, ON

Permanent Full Time

Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. In November 2023, Canada Life acquired IPC, creating one of Canada’s leading wealth providers.

For the past 25 years, advisory teams have helped clients live their dreams through sound financial planning and comprehensive wealth management. The Client Experience Specialist role supports Advisors and clients to deliver exceptional service.

In this position, you will provide administrative, operational, and client service support to one or more Advisors. This role is essential to maintaining efficient daily operations, delivering a high‑quality client experience, and ensuring compliance with regulatory and organizational standards. The ideal candidate is detail‑oriented, client‑focused, and comfortable in a fast‑paced professional environment.

What you will do

• Ser...