Elevate client interactions with Canada Life as a Client Experience Specialist in a full-time capacity.

Your role is crucial in delivering exceptional service and strengthening advisor-client relationships.

At Investment Planning

Counsel (IPC), each Client Experience Specialist is pivotal in managing client communications, appointments, and administrative support. This position demands strong communication skills and the ability to empathize, ensuring the satisfaction and growth of both clients and advisors. Achieving defined Retention and Client Happiness targets forms the core of this role’s purpose. Key Responsibilities:

• Respond to inquiries via phone, email, and in person
• Schedule and manage client appointments for advisors
• Ensure timely escalation of client concerns
• Provide administrative support and documentation for advisors
• Maintain accuracy in client accounts and communications Requirements:
• 2 years in a client advisory support role
• Post-secondary diploma in business or finance
• Bilingualism preferred, essential for Quebec
• Knowledge of Office365 and financial services tools
• Ongoing commitment to personal and professional growth Leverage your client service skills to enhance relationships at Canada Life.