Senior Advisor Associate at Investment Planning Counsel

Elevate financial service excellence as a Senior Advisor Associate with Investment Planning Counsel (IPC). This permanent full-time role focuses on back-office processing and high-level support for advisors and clients.
In this position, you will oversee branch inquiries, ensuring accurate service while providing leadership support to the Nominee/GIC team. Your experience in the Mutual Fund Industry will be pivotal as you manage workloads and resolve complex issues efficiently. You'll contribute to team morale and development while processing documentation accurately for accounts.
Key Responsibilities:
• Act as delegate for Team Manager's decision-making
• Manage team workload and ensure performance targets
• Provide support and training opportunities for team members
• Process all documentation related to various account types
• Monitor monthly reports for maturity and interest payments
Requirements:
• 2-5 years in Mutual Fund Industry with Registered produc...