Permanent Full TimeÂ
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Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience.Â
In November 2023, Canada Life acquired IPC. Canada Life is a member of the Power Financial Corporation group of companies and servesthe financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. Â
With the acquisition, IPC and Canada Life's existing wealth platforms create one of Canada's leading wealth providers.
The Associate Manager, Private Wealth Services is accountable for leading the Private Wealth Advisor Service Team and delivering an exceptional advisor experience across the full service lifecycle - from new account opening through ongoing investment servicing. This role focuses on operational excellence, people leadership, advisor partnership, and continuous improvement in a regulated environment.
You will manage day-to-day service delivery, oversee operational processes, resolve escalations, and collaborate with internal partners to support business growth, efficiency, and compliance.
What you will do
  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 service delivery aligned with IIROC regulatory standards
  Act as an escalation point for advisor service issues, providing effective and timely resolution
  Drive continuous improvement by streamlining processes, improving controls, and enhancing service metrics
  Co-lead technology enhancements and operational initiatives to support business and regulatory requirements
  Develop, maintain, and ensure adherence to documented operational procedures and standards
  Build strong partnerships with advisors and internal stakeholders to support Private Wealth growth
  Manage external outsourcing partners with a focus on service quality, cost management, and governance
  Recruit, train, and retain a high-performing, cross-trained service team
What you will bring
  5-10 years of experience leading an operations team within the financial services industry
  Previous experience with an IIROC dealer and/or nominee platform (asset)
  Strong knowledge of IIROC (and MFDA) regulatory and operational requirements
  Proven people leadership skills, including coaching, performance management, and team development
  Experience leading operational change, process improvement, and technology initiatives
  Strong communication, relationship-building, and stakeholder management skills
  Ability to manage multiple priorities and perform effectively in a fast-paced environment
  Post-secondary education required
  CSC and/or IFIC designation considered an asset
  Proficiency in Microsoft Office (Excel, Word, PowerPoint); portfolio analysis tools considered an asset
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The base salary for this position is between $71,900 - 119,800 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.
Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.
Grow with Canada LifeÂ
We're united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country. Â
We're looking for people who live our values everyday: we step up, we do the right thing, and we deliver - for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!Â
What we offer:Â Â
We're committed to supporting our employees through every stage of their career. Here's what you can expect as a full-time or part-time permanent team member:Â
- Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annually towards education reimbursement.Â
- Health & Wellness:Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.Â
- Time Off:In addition to regular vacation and personal days, we support community involvement with a volunteer day.Â
- Financial Security:Company-matching pension plan,share ownership program and additionalinvestment options.Â
- Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more! Â
- Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events. Â
Learn more about Canada Life. Â
We're committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact  talentacquisitioncanada@canadalife.com. All information provided will be handled in accordance with applicable laws and Canada Life policies. Â
Canada Lifewould like to thank all applicants, however only those who qualify for an interview will be contacted.Â
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