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 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.What you will do

• Meet and greet all clients in a kind, courteous and professional manner as they enter the building creating a warm and inviting experience.
• On site duties include receiving and sorting mail, faxes, receiving client drop offs and coordinating delivery to necessary team members and making bank deposits.
• Manage all incoming calls to the corporate branches and transferring to the appropriate teams.
• Respond to client inquiries via telephone, email, and in person in a professional and courteous manner.
• Organizing catering and equipment for meetings and special events in the branch.
• Ensure users of the boardrooms are vacated in a timely manner for other users and follow through to ensure boardrooms are clean and tidy for the next users.
• Maintain confidentiality and discretion while dealing with clients and their information.
• Provide administrative support to the branch team as needed.
• Ad-hoc duties as required.

What you will bring

• 2+ years of experience in a receptionist/customer service role, preferably in a Financial Services firm but not required.
• Post-secondary education degree in business, commerce, economics, or related discipline is an asset.
• A genuine interest in developing professionally within the Financial Services industry and willingness to complete industry-related courses.
• Ability to foster and maintain excellent relationships with clients, advisors, branch support staff, IPC Head Office team and other key stakeholders.
• Excellent client service skills to anticipate client needs and follow up in a timely manner.
• Ability to multi-task, prioritize and should be comfortable working in a fast-paced environment.
• Intermediate knowledge of MS Office and Outlook.

-The base salary for this position is between $37,000- $50,100 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.For student opportunities onlyFor our student opportunities, the base salary will be dependent on the number of work terms you have completed along with other factors depending on your program.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.#LI-HybridRequisition ID: 1468Category: Customer Service and AdministrationLocation:Ottawa Ontario, ON, K1Z 8R9Date: Jul 9, 2024If you are not finding suitable opportunities now, please click below to join our talent community!

Canada Life