Investment Planning Associate Role
Canada Life • montreal (administrative region), qc • Posted June 27, 2026
About the Role
Advance your career with Investment Planning Counsel as a Senior Advisor Associate. This role emphasizes back-office support while managing team performance and service quality in wealth management.
In this Senior Advisor Associate position at IPC, you will oversee workload distribution and effectively address team inquiries. Your expertise is crucial in processing account transactions and resolving client issues, ensuring that operational needs align with excellent service. Strong decision-making skills and organizational abilities will enhance team performance.
Key Responsibilities:
• Serve as Team Manager’s delegate when necessary
• Monitor and allocate workload among team members
• Resolve team and client inquiries efficiently
• Process a variety of account transactions with precision
• Prepare and document financial transaction details
Requirements:
• 2–5 years' experience in the Mutual Fund Industry
• Excellent time-management and organizational skil...
In this Senior Advisor Associate position at IPC, you will oversee workload distribution and effectively address team inquiries. Your expertise is crucial in processing account transactions and resolving client issues, ensuring that operational needs align with excellent service. Strong decision-making skills and organizational abilities will enhance team performance.
Key Responsibilities:
• Serve as Team Manager’s delegate when necessary
• Monitor and allocate workload among team members
• Resolve team and client inquiries efficiently
• Process a variety of account transactions with precision
• Prepare and document financial transaction details
Requirements:
• 2–5 years' experience in the Mutual Fund Industry
• Excellent time-management and organizational skil...