Transitions Specialist - 12 Month Contract (Mississauga Ontario, ON, CA, L4W 0E4)

Temporary 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.

Our IPC Pinnacle Transitions team is currently growing! We’re seeking a Transitions Specialist –someone who helps to facilitate all aspects of onboarding Advisors and their teams.  The Transitions department implements best practices to effectively manage the execution of both internal and external Advisor transitions.

What you will do

• Coordinate all aspects of onboarding Advisors and their teams  
• Develop and maintain positive, trusting relationships with Advisors from first contact on an ongoing basis throughout their relationship with IPC  
• Act as the single point of contact for any escalations providing an immediate response with the commitment to provide resolution
• Keep the Advisors up to date with progress of Transition  
• Communicate onboarding updates with all internal partners to ensure all timelines are met  
• Engage relevant business partners to address and resolve issues/concerns raised by the Advisor through strong understanding of Advisor concerns and knowledge of internal operations
• Maintain a client focused approach, ensuring each interaction reflects empathy, professionalism, and ownership.
• Identify recurring issues and recommend process improvements.

Onboarding Assistance  

• Process client requests, transactions, or service changes in accordance onboarding duties  
• Ensure all documentation, forms, and system updates are completed accurately and efficiently.
• Monitor and track open cases to ensure timely closure and follow up. 

Communication & Relationship Management 

• Build strong, trust-based relationships by providing reliable, knowledgeable support.
• Coordinate with internal departments (e.g., Operations, Technology, Sales, Compliance) to support seamless solutions.
• Generate or contribute to service metrics, performance reports, or client feedback analysis. 
   

 What you will bring 

• Post secondary diploma or degree in business, finance, economics or other related discipline. Completion of IFIC, CSC and/or CPH is an asset.  
• Minimum of 3 years of financial platforms (Mutual Funds)
• Experience in a contact centre, client service, or operational support environment.
• High proficiency in Microsoft Office software: Project, Excel, Visio, Power Point, Word
• Knowledge of the industry (e.g., financial services, insurance, etc.)
• Bilingual capabilities (English/French) are an asset.
• Strong communication skills—both verbal and written.
• 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.  

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The base salary for this position is between $50,900 - $76,400 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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