Client Service Associate, Wealth Management - St. Catharines

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

Benefits offered by this job

Education reimbursement up to $2,000

Health and dental benefits

Mental health benefit $5,000

Volunteer day

Company pension plan

Employee discounts

Job summary

Canada Life is seeking a Client Experience Specialist to be the primary point of contact for clients and advisors. You will handle inquiries, manage communications, and coordinate meetings while supporting advisors with documentation and CRM updates.

The role emphasizes strong client service, effective communication, and growth mindset, with base compensation complemented by opportunities in a supportive wealth management environment.

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.
• MFDA or IIROC licensing required or willingness to complete requirements.

Responsibilities

• Respond to client inquiries via telephone, email, video conference and in person.
• Screen and direct calls; relay messages to appropriate members promptly.
• Coordinate advisor/client appointments and events; document key information.
• Ensure accuracy of client paperwork, financial plans and CRM entries.
• Provide absenteeism coverage for other support staff as needed.
• Support advisors and team to achieve retention, happiness and growth targets.

Skills

Customer service

Communication

Office 365

CRM knowledge

Education

Post-secondary diploma in business/finance

MFDA/IIROC licensing or willingness

Tools

Univeris

Plan Plus

iMost

Croesus

NBCN

SharePoint

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.

As the Client Experience Specialist, you will be the ‘glue’ that binds all client relationships together, you will be the first voice people hear when they call in, and the first person they see when they visit. Major responsibilities will include client servicing, client meeting coordination, review and follow up on client communication and documentation, administrative support to advisors and other duties as assigned. The ideal candidate will be MFDA or IIROC licensed, or willing to complete all required continuing education requirements for licencing.

Integral to the success of this role the ideal candidate must possess effective communication skills, empathy, optimism and a strong focus on growth both personally and professionally.

What You Will Do

• Respond to client inquiries via telephone, email, video conference and in person
• Screen and direct calls. Take adequate messages and relay them in a timely manner to appropriate members
• Answer queries, disseminate or explain information to callers and visitors both internal and external as required
• Escalate all client matters in a timely manner, as warranted by the situation.
• Ensure excellence in every interaction to provide a consistent experience for existing clients and prospects
• Schedule and manage Advisor/Client Appointments and events, participating and documenting key information where required
• Handle all client requests with the Advisor and/or the team within pre-defined SLA’s
• Contribute to the collective (team) achievement of pre-defined Retention, Client Happiness & Growth targets for IPC
• Provide absenteeism coverage for other support staff, as directed from time to time.
• Ensure accuracy of completed account/trade paperwork, financial plans and all client meeting documentation
• Coordinate client account/trade instructions for creation and completion.
• Provide ongoing feedback to the team to ensure all opportunities for business improvements are captured and reviewed
• Ensure that all client information is entered in the CRM

What You Will Bring

• 2 years in an Advisor/Client support role in a Financial Services/Insurance firm
• Post secondary diploma or degree in business, finance, economics or other related discipline. Completion of or working towards completion of the IFIC, CSC and/or CPH is preferred. This role will be supporting advisors and clients on the MFDA platform.
• Initiate and maintain excellent relationships with clients, advisors, branch support staff, IPC Head Office staff and other key stakeholders.
• Excellent client service skills are required.
• Ability to anticipate client needs and timely follow up is expected.
• Organizational skills and time management
• Able to multi-task, prioritize and should be comfortable working in a fast-paced environment.
• Must have knowledge of Office365, PowerPoint, Word, Outlook, Excel, and SharePoint. Nice to have intermediate knowledge of Univeris, Plan Plus, iMost, Croesus, NetRep and NBCN.

The base salary for this position is between $48,400 - $72,600 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.