Job Description

Temporary 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 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 Life's existing wealth platforms create one of Canada's leading wealth providers.



The incumbent provides assistance and support to advisors regarding all insurance needs and processing for both new business and in-force. They will be the main person to resolve problems and provide excellent customer service to our clients.


Integral to the success of this role the ideal candidate must possess effective communication skills, empathy, optimism, and strong verbal and written skills.



What you will do

Responds to client inquiries via telephone, email, and in person Answer queries, disseminate or explain information to callers and visitors both internal and external as required Ensures excellence in every interaction to provide a consistent experience for all clients Assists Advisors with all insurance paperwork, research, and policy changes/conversions Handles all in-force client requests by assisting the Advisor and/or the team Verifies documents for correctness, processing and submission to insurance companies Completes all follow-ups including ordering policy illustrations Provides research and problem resolutions to both advisors and clients Provides absenteeism coverage for other support staff, as directed from time to time. Provides ongoing feedback to the team to ensure all opportunities for business improvements are captured and reviewed Ensures that all client information is scanned and entered in the CRM Reporting (for statistical purposes)


What you will bring

Professional Experience - Minimum 3-5 years in a Life Insurance support role in a Financial Services firm is required. Alternate comparable experience will be considered. Education Requirements & Industry Knowledge - Post secondary diploma or degree in business, finance, or other related discipline. Field experience will be considered. Completion of or working towards a Life Insurance license would be an asset. This role will be supporting advisors and clients on the Life Insurance platform. Relationships - Able to foster and maintain excellent relationships with clients, advisors, branch support staff, IPC Head Office staff and other key stakeholders. Communication - 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. Computer software - Must have knowledge of Word, Outlook, SharePoint and Excel. A Criminal Record and Credit background check is mandatory as a condition of employment Bilingualism (fluent in French and English) required, as the position will regularly serve our clients with English and French-speaking need


This position is hybrid work style requiring a minimum 3 days in Pointe Claire, QC office location.



The base salary for this position is between

$44,700

- $ 67,000

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.



Be your best at Canada Life- Apply today!



Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.



You can be your best here. You're part of a diverse and inclusive workplace where your career and well-being are championed. You'll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.



Together, as part of a great team, you'll deliver on our shared purpose to improve the well-being of Canadians. It's our driving force. Become part of a strong and successful company that's trusted by millions of Canadians to do the right thing.



Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we're one of Canada's leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.



We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.



It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.



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



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