Canada Life
Senior Advisor Associate at IPC Wealth
Job Description
Elevate your financial career with Investment Planning Counsel (IPC) as a Senior Advisor Associate. This role focuses on delivering critical back-office support and managing team performance efficiently.
As a Senior Advisor Associate at IPC, you'll be a key player in wealth management operations. This position involves overseeing team workload, motivating members, and ensuring high-quality service delivery. Your expertise will contribute to effective communication at all levels, sales processing, and complex issue resolution, directly impacting internal and external client satisfaction.
Key Responsibilities:
• Act as delegate for the Team Manager as needed
• Oversee workload distribution and performance adherence
• Resolve team inquiries and complex client issues
• Process various account transactions accurately
• Monitor and prepare documentation for financial transactions
Requirements:
• 2–5 years of experience in Mutual Fund Industry
• Strong time-manag...
As a Senior Advisor Associate at IPC, you'll be a key player in wealth management operations. This position involves overseeing team workload, motivating members, and ensuring high-quality service delivery. Your expertise will contribute to effective communication at all levels, sales processing, and complex issue resolution, directly impacting internal and external client satisfaction.
Key Responsibilities:
• Act as delegate for the Team Manager as needed
• Oversee workload distribution and performance adherence
• Resolve team inquiries and complex client issues
• Process various account transactions accurately
• Monitor and prepare documentation for financial transactions
Requirements:
• 2–5 years of experience in Mutual Fund Industry
• Strong time-manag...