Client Experience Specialist

@ Canada Life

About the Role

The Client Experience Specialist position at Canada Life supports one of Canada’s leading independent wealth management firms, IPC, now part of Canada Life. The role focuses on responding to client inquiries via telephone, email, video conference, and in person. The specialist manages appointments, handles account/trade instructions, and ensures all client interactions are handled in a timely and professional manner.

What You Will Do

• Respond to client inquiries via various channels.
• Direct calls, take messages, and relay them timely.
• Schedule and manage Advisor/Client appointments and events.
• Ensure all client information is accurately entered in the CRM.
• Provide support to advisors and cover for absent staff when needed.

What You Will Bring

• Minimum 2 years in an Advisor/Client support role in Financial Services/Insurance.
• Post secondary qualification in business, finance, economics or related discipline.
• Knowledge of Office365 and related Microsoft applications.
• Preferred: working towards IFIC, CSC and/or CPH certifications.

Locations

This role is available in multiple branches across several Canadian provinces including locations in Ontario, Alberta, British Columbia, Manitoba, New Brunswick, Nova Scotia, and Quebec.

Compensation & Benefits

Base salary ranging between $40,300 and $74,800 annually with additional compensation components. Canada Life offers a diverse, inclusive, and supportive work environment with career growth opportunities across its platforms.

Key skills/competency

• Client Service
• Financial Services
• Appointment Scheduling
• CRM Management
• Communication
• Team Support
• Organizational Skills
• Office365
• Problem Resolution
• Attention to Detail