Operations Coordinator (bilingual) -Pointe-Claire, QC (Pointe Claire Quebec, Quebec, CA, H9R 2R2)

Permanent Full Time 

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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 Operations Coordinator plays an important role in the day-to-day operations of the regional offices. They are the point of contact and handle a wide variety of customer support tasks. The OC is responsible for processing requests, distributing mail and producing basic reports to support other EVS roles in their region. They support the CRS and also act as the primary liaison for on-site support and with technology support at the regional office level.

We are looking for a Bilingual Operations Coordinator. This position requires being in the office 4 days a week from the office in Pointe Claire, QC.

Primary Duties:

• Act as the primary point of contact for dealing with clients at the front desk, on the phone and through the general email inbox
• Provide support in the office for mailings, faxes and emails, as well as general oversight (multi-function devices, supplies, troubleshooting, PRA, fire safety plan, communications with the building manager, etc.)
• Provide support to staff and advisors with onboarding and termination processes (keys, badges, security access requests, setup, offices)
• Provide general business support (forms, inquiries, finding an advisor)
• Manage the continuing education unit process (certificates, mailing, file, etc.)
• Produce basic reports for management and the team as required
• Provide general support for activities taking place in the office

What You Will Do bring:

• Bilingualism (fluent in French and English) required, as the position will regularly serve our clients with English and French-speaking needs.
• Post-secondary degree
• Understand the operations of a sales organization
• Proficiency in the use of Microsoft Office (Outlook, Word, Excel and PowerPoint) Ability to learn new technologies
• Demonstrate an aptitude for establishing strong collaborative relationships with multiple business partners at the regional and national levels
• Possess excellent verbal and written communication skills (French and English)
• Respond quickly to customer and business partner requests with tact, courtesy and patience
• Demonstrate a proactive approach, showing initiative towards process improvement and individual development
• Possess a strong sense of organization as well as the ability to manage multiple priorities and meet deadlines
• Have the ability to work well within a diverse team and a strong aptitude for independent work
• Establish and maintain positive working relationships with others, both internally and externally the external

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The base salary for this position is between $38,700 - $52,400 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.

Grow with Canada Life 

We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.  

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you! 

What we offer:  

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member: 

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement. 

• Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being. 

• Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.  

• Financial Security: Company-matching pension plan, share ownership program and additional investment options. 

• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!  
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.  

Learn more about Canada Life.  

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact  [email protected]. All information provided will be handled in accordance with applicable laws and Canada Life policies.  

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

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