Associate Manager, Private Wealth

Overview

Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group driven toward 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 wealth platforms create one of Canada’s leading wealth providers.

Responsibilities

• Lead and manage the Private Wealth Service Team, including performance management, coaching, and employee development
• Oversee operational activities such as new account openings, dealer transfers, systematic plans, and specialized processing
• Ensure timely, accurate, and compliant servic...