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Job Description
Investment Planning Counsel (IPC) is one of Canadaโs 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 Lifeโs existing wealth platforms create one of Canadaโs leading wealth providers. Over the past 25 years, our advisors have helped investors live their dreams through sound financial planning and comprehensive wealth management advice.
Weโre seeking an Advisor Service Representative โ someone who is the primary point of contact for IPC Advisors on a wide array of processing and procedural inquiries within a Contact Centre environmen...