Account Manager

TechAlliance of Southwestern Ontario, London Economic Development Corporation; Mississauga; On-site; CAD 57,000 - 86,000; Full time

Benefits offered by this job

Career development

Health & Wellness benefits

Volunteer day

Pension plan

Employee discounts

ERGs and mentorship

Job summary

Canada Life is seeking an Account Manager for IPC One Advisor Services in Mississauga. You will support Portfolio Managers and IPC teams, ensuring smooth client transitions to IPC One and serving as the liaison across internal departments.

Ideal candidates have 3–5 years in IIROC roles, with advanced IIROC platform knowledge and strong relationship-building, communication, and time-management skills. Base salary is CAD 57,100–85,600 annually, with additional rewards discussed in the process.

Qualifications

• 3–5 years of industry work experience within an IIROC regulatory framework.
• Advanced knowledge of IIROC online applications (ISM, Net Rep, I-Most, OSS).
• Post-secondary education in Business Administration is an asset.
• CSC is an asset.
• Proficient in MS Word, Excel, PowerPoint, Outlook, and Office 365.
• Strong relationship-building skills; can establish rapport with advisors and branches.
• Empathic with sound judgment and a client-first mindset.
• Ability to oversee multiple projects and meet tight deadlines.

Responsibilities

• Provide support to Portfolio Manager, branch, and IPC teams to transition clients to IPC One.
• Review paperwork for account openings through systems (Synergize, Broadridge).
• Coordinate with IPC Branch Manager to ensure regulatory compliance requirements are met.
• Consult with back office for trading inquiries and elevate issues when needed.
• Understand workflows to transition accounts to mandated/non-mandated on new platform.
• Complete daily investment forms for initial investments on non-mandate accounts.
• Monitor transition activity for reporting, identify SLAs and improvements.
• Maintain relationships with Portfolio Manager and team through regular touchpoints.

Skills

Relationship-building

Time management

Communication

Multitasking

Education

Post-secondary in Business Administration

CSC certification

Tools

ISM

Net Rep

I-Most

OSS

MS Word

Excel

PowerPoint

Outlook

Office 365

Job description

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 seeking an Account Manager for IPC One Advisor Services, someone who will support newly accredited Portfolio Managers in a relationship management capacity, ensuring that their clients’ accounts transition successfully to IPC One. This individual will function as the liaison between the Portfolio Managers and internal departments at IPC in all aspects of the Advisor Journey.

What you will do

• Providing support to the Portfolio Manager, branch, and internal IPC teams on all requirements to facilitate the transition of clients smoothly (households, mandated and non-mandated accounts systematic financials, documentation required and e-delivery)
• Reviewing all paperwork received for existing/new account opening through the applications used (Synergize, Broadridge)
• Coordinate with the IPC Branch Manager (Compliance) to ensure that all requirements meet.
• Consult with back office to address trading inquiries and/or challenges and elevate issues to management as needed.
• In depth understanding and processing of workflows and procedures required to transition existing accounts to mandated/non-mandated accounts on the new platform.
• Daily Investment Form for initial investments on non-mandate accounts completion
• Monitor and track transition activity for reporting purposes, identify SLAs and opportunities for improvement.
• Build and maintain relationship with the Portfolio Manager and team through consistent touchpoints (e-mails, meetings, and dashboard updates.)
• Ensure professional and timely communication both written and verbal when addressing inquiries and/or challenges.
• Function as the single point of contact for the advisors and internal business members, as well as providing an update on the progress: advancements made, next steps.
• Maintain accurate records to report weekly and monthly volumes, SLA, issues, and resolution.
• Identify trends of re-occurring, ongoing and/or regular challenges experienced by the Portfolio Managers and internal partners.

What you will bring

• Must possess at least 3-5 years of industry work experience within an IIROC regulatory framework.
• Advanced knowledge of IIROC online applications (i.e. ISM, Net Rep, I-Most, OSS)
• Post-secondary education in Business Administration is an asset.
• CSC is an asset.
• Proficient in MS Word, Excel, PowerPoint, Outlook, and Office 365
• Relationship-building skills; can establish rapport from the get-go and recognize obvious working traits of the advisor and branch.
• Empathic with sound judgement in decision making, keeps it top of mind that “The Client Comes First.”
• Can oversee/manage multiple projects effectively with a capacity for dealing with tight deadlines; must possess excellent time management skills.

The base salary for this position is between$57,100 - $85,600 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.

Grow with Canada Life

We’reunited by a shared purpose: to improve the financial,physicaland mental well-beingof Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’relooking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers,communitiesand each other.Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

What we offer

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annuallytowardseducation reimbursement.
• Health & Wellness: Flexible health and dental benefits,plus a $5,000 mental health benefit to support your well-being.
• Time Off: In addition to regular vacation andpersonal days,we support communityinvolvement with avolunteer day.
• Financial Security: Company-matching pension plan,share ownership program andadditionalinvestment options.
• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis onCommunity: We provide a workplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents.

We’recommitted to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [e-mail]. All information provided will be handledin accordance withapplicable laws and Canada Life policies.

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

Location

Mississauga Ontario, ON, CA, L4W 0E4

Date: Sep 15, 2026