Join Investment Planning Counsel (IPC) as an Associate Manager, specializing in Private Wealth Services. Lead teams and optimize advisor experiences in a full-time permanent position.
As an Associate Manager at IPC, you will oversee the Private Wealth Advisor Service Team and enhance service delivery throughout the investment lifecycle. Your expertise in operations, compliance, and leadership will ensure exceptional advisory experiences while driving continuous improvement within a regulated environment.
Key Responsibilities:
• Manage the Private Wealth Service Team and foster employee development
• Oversee new account openings and operational activities
• Ensure compliance with IIROC regulatory standards
• Resolve advisor service issues efficiently
• Collaborate on technology enhancements and operational initiatives
Requirements:
• 5–10 years leading operations in financial services
• IIROC dealer and/or nominee platform experience preferred
• Strong k...