Account Manager

Canada Life; Mississauga; On-site; CAD 57,000 - 86,000; Full time

Benefits offered by this job

Career development

Health benefits

Volunteer day

Pension plan

Employee discounts

Community focus

Job summary

Canada Life, a leading wealth provider, seeks an Account Manager for IPC One Advisor Services to support Portfolio Managers and clients through the transition to IPC One.

You will coordinate with internal teams, ensure compliance, manage inquiries, and maintain key dashboards while delivering exceptional client service across multiple accounts.

Qualifications

• 3–5 years of industry work experience within an IIROC regulatory framework.
• 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 and client-first mindset.
• Excellent time management and ability to handle multiple projects under tight deadlines.

Responsibilities

• Provide support to Portfolio Managers, branch, and IPC teams to transition clients to IPC One.
• Review paperwork for existing/new account openings using Synergize, Broadridge.
• Coordinate with IPC Branch Manager to ensure compliance of requirements.
• Consult with back office on trading inquiries and escalate issues as needed.
• Understand workflows to transition accounts to mandated/non-mandated on the new platform.
• Monitor transition activity and report SLA performance for improvements.
• Maintain relationships with Portfolio Manager and team via emails, meetings, and dashboards.

Skills

Relationship-building

Time management

Communication

Client service

IIROC industry experience

Education

Business Administration degree

CSC (asset)

Tools

ISM

Net Rep

I-Most

OSS

MS Word

Excel

PowerPoint

Outlook

Job description

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 servesthe 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 escalates 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’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and 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

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annually towards education 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 and personal days, we support community involvement with a volunteer day.
• Financial Security:Company-matching pension plan,share ownership program and additionalinvestment options.
• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

Learn more about Canada Life.

We’re committed 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 handled in accordance with applicable laws and Canada Life policies.

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