Client Experience Specialist - Calgary

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.

In this position you will work within a dynamic Wealth Management team with over 60 years of experience providing clients with sound, reliable financial advice. This front‑line role is essential to maintaining efficient daily operations, delivering a high‑quality client experience, and ensuring compliance with regulatory and organizational standards. This includes managing calendars and client communication and document preparation w...