Client Experience Specialist for Wealth Advisory

Canada Life; St. Catharines; On-site; CAD 48,000 - 73,000; Full time

Benefits offered by this job

Career development stipend

Health & wellness benefits

Additional paid time off

Job summary

Canada Life, in collaboration with IPC, is seeking a Client Experience Specialist in Canada. You will be the frontline voice for clients, coordinating meetings, handling inquiries, and ensuring accurate documentation with the advisors and team.

The role requires MFDA/IIROC licensing or willingness to complete licencing. Strong communication, organization, and Office365 proficiency are essential for delivering excellent client service and supporting retention and growth.

Qualifications

• 2 years in an Advisor/Client support role in a Financial Services/Insurance firm.
• Post secondary diploma or degree in business, finance, economics or related discipline; IFIC/CSC/CPH preferred.
• Ability to initiate and maintain excellent client relationships with advisors, staff and stakeholders.
• Excellent client service skills required with proactive follow-up.
• Organizational skills and ability to multi-task in a fast-paced environment.
• Comfort with Office365 apps and related tools listed.

Responsibilities

• Respond to client inquiries via phone, email, video conference and in person.
• Schedule and manage Advisor/Client Appointments and events, document key information.
• Ensure accurate client information and CRM data entry.
• Coordinate client account/trade instructions and paperwork review.
• Provide coverage for team members and support retention/growth targets.
• Escalate client matters in a timely manner per SLA.

Skills

Client support

Office365 proficiency

Strong communication

Education

Post-secondary diploma or degree in business/finance/economics

IFIC/CSC/CPH preferred

Tools

Office365

PowerPoint

Word

Outlook

Excel

SharePoint

Univeris

Plan Plus

iMost

Croesus

NetRep

NBCN

Job description

Canada Life, in collaboration with IPC, is seeking a Client Experience Specialist in Canada. You will be the frontline voice for clients, coordinating meetings, handling inquiries, and ensuring accurate documentation with the advisors and team.

The role requires MFDA/IIROC licensing or willingness to complete licencing. Strong communication, organization, and Office365 proficiency are essential for delivering excellent client service and supporting retention and growth.