Client Service Associate, Wealth Management - Penticton

TechAlliance of Southwestern Ontario, London Economic Development Corporation; Penticton; On-site; CAD 49,000 - 81,000; Full time

Benefits offered by this job

Career development

Health & Wellness benefits

Volunteer day

Pension plan and share ownership

Employee recognition programs

Job summary

Canada Life, in Penticton, is hiring a Client Experience Specialist to support Advisors and clients with administrative, operational, and service tasks. You will help schedule meetings, prepare documentation, onboard clients, and maintain accurate records in CRM systems.

The role emphasizes attention to detail, multi-tasking, and a client-first mindset in a fast-paced environment. This is a permanent full-time position with opportunities for development and strong benefits.

Qualifications

• High school diploma required; post-secondary education in business, administration, finance, or a related field preferred
• Prior experience in an Advisor support role in a Financial Services firm is an asset. Alternate comparable experience in client service/administration will be considered
• Excellent communication, problem solving and interpersonal skills
• Strong organization and attention to detail
• Demonstrated ability to meet deadlines, take initiative and multi-task
• Ability to work independently, and effectively with employees and clients at all levels
• Intermediate to advanced computer skills: proficiency with MS Office programs and CRM systems
• Completion of CIRO proficiency requirements (CSC®, CIRE, IFC®) and licensing an asset
• Client‑focused mindset
• Professionalism and reliability
• Team collaboration and adaptability

Responsibilities

• Serve as a first point of contact for clients via phone, email, and in‑person interactions
• Proactively call/email clients to schedule meetings for the advisors
• Client meeting preparation including identifying opportunities, preparing agendas, investment summaries, disclosures and any outstanding service paperwork
• Assist with client onboarding, account updates, and service requests
• Follow up on client inquiries and ensure timely resolution
• Prepare, process, and track client documentation and forms
• Maintain accurate client records and files in CRM and internal systems
• Support Advisors with calendar management and workflow coordination
• Support compliance processes, audits, and record retention
• Track tasks, deadlines, and follow‑ups to support Advisor productivity
• Handle general office administrative duties
• Contribute to team efficiency and continuous process improvement

Skills

Excellent communication

Problem solving

Interpersonal skills

Organizational skills

Attention to detail

Multi-tasking

CRM systems

MS Office

Education

High school diploma

Post-secondary education in business/administration/finance

Tools

CIRO proficiency (CSC, CIRE, IFC)

CRM systems

MS Office

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.

Over the past 25 years, our advisory teams have helped clients live their dreams through sound financial planning and comprehensive wealth management. At IPC, the Client Experience Specialist role is designed to support both Advisors and clients effectively.

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:

You will support Advisors and contribute to exceptional client experiences through a variety of responsibilities, including:

• Serve as a first point of contact for clients via phone, email, and in‑person interactions
• Proactively call/email clients to schedule meetings for the advisors
• Client meeting preparation including identifying opportunities, preparing agendas, investment summaries, disclosures and any outstanding service paperwork\
• Assist with client onboarding, account updates, and service requests
• Follow up on client inquiries and ensure timely resolution
• Prepare, process, and track client documentation and forms
• Maintain accurate client records and files in CRM and internal systems
• Support Advisors with calendar management and workflow coordination
• Support compliance processes, audits, and record retention
• Track tasks, deadlines, and follow‑ups to support Advisor productivity
• Handle general office administrative duties
• Contribute to team efficiency and continuous process improvement

What you will bring:

• High school diploma required; post‑secondary education in business, administration, finance, or a related field preferred
• Prior experience in an Advisor support role in a Financial Services firm is an asset. Alternate comparable experience in client service/administration will be considered
• Excellent communication, problem solving and interpersonal skills
• Strong organization and attention to detail
• Demonstrated ability to meet deadlines, take initiative and multi-task
• Ability to work independently, and effectively with employees and clients at all levels
• Intermediate to advanced computer skills: proficiency with MS Office programs and CRM systems
• Completion of CIRO proficiency requirements (CSC®, CIRE, IFC®) and licensing an asset
• Client‑focused mindset
• Professionalism and reliability
• Team collaboration and adaptability

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 aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents.

Learn moreaboutCanada Life .

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

#LI-Hybrid

Location

Penticton British Columbia, British Columbia, CA, V2A 5L5

The base salary for this position is between $48,750 - $81,250 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.