Customer Care Representative, Full-time Permanent

Permanent Full Time What You Will Do Respond to client inquiries via telephone, email, video conference and in person Screen and direct calls. Take adequate messages and relay them in a timely manner to appropriate members Answer queries, disseminate or explain information to callers and visitors both internal and external as required Escalate all client matters in a timely manner, as warranted by the situation. Ensure excellence in every interaction to provide a consistent experience for existing clients and prospects Schedule and manage Advisor/Client Appointments and events, participating and documenting key information where required Handle all client requests with the Advisor and/or the team within pre-defined SLA’s Contribute to the collective (team) achievement of pre-defined Retention, Client Happiness & Growth targets for IPC Provide absenteeism coverage for other support staff, as directed from time to time.

Ensure accuracy of completed account/trade paperwork, financial plans and all client meeting documentation Coordinate client account/trade instructions for creation and completion. Provide ongoing feedback to the team to ensure all opportunities for business improvements are captured and reviewed Ensure that all client information is entered in the CRM What You Will Bring 2 years in an Advisor/Client support role in a Financial Services/Insurance firm Post secondary diploma or degree in business, finance, economics or other related discipline. Completion of or working towards completion of the IFIC, CSC and/or CPH is preferred.

This role will be supporting advisors and clients on the securities platform. Initiate and maintain excellent relationships with clients, advisors, branch support staff, IPC Head Office staff and other key stakeholders. 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. Must have knowledge of Office365, PowerPoint, Word, Outlook, Excel, and SharePoint.

Nice to have intermediate knowledge of Univeris, Plan Plus, iMost, Croesus, NetRep and NBCN. The base salary for this position is between $50,900 - $76,400 annually.

What we offer 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. We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com. 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.