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Associate Manager, Advisor Services (IIROC)

Investment Planning Counsel

This is a Contract position in Ont, ON posted August 17, 2020.

With your background, skills and experience you’ve already found success in the wealth management industry.

Have you found your ideal firm, one that encourages you to pursue a balanced lifestyle as well as professional success?

Our Operations IIROC team is currently growing We’re seeking an Associate Manager, Advisor Services – someone who is to provide client service and support to existing advisors and sales assistants to ensure a high level of accuracy and timely transaction processing.

They will be responsible for assisting in the creation and improvement of Standard Operating Procedures for the Operations IIROC team.

The Associate Manager, Advisor Services is a unique, hybrid role that incorporates the knowledge of the Advisor Services Representative position together with the ability to monitor a team.

Coaching the team to exceed expectations, providing statistical reporting to the Director, being the point of escalation, looking for ways to improve service delivery and assisting with the implementation of new initiatives.

WE WANT YOU TO JOIN OUR TEAM OF WINNERS At Investment Planning Counsel we’ve designed every aspect of the Associate Manager, Advisor Services role with you in mind.

What is the role of an Associate Manager, Advisor Services?

Provide support to Advisor Services Representatives, as a first point of contact on matters requiring first level escalation and ‘on the spot’ training Investigate, research and facilitate the communication of accurate solutions on escalated matters Providing ongoing coaching with team members, assisting in performance reviews, providing feedback and vacation management Monitor intra-day activities and email volume and respond accordingly to changing conditions; redirecting resources within the team to meet or exceed email SLAs Be available to answer calls and emails as needed to support team Recognize and contribute to process improvement opportunities intended to benefit the team with an impact to the heightened service delivery through active engagement with management Respond, assist, support and communicate as required with IPC partners on behalf of the Advisor Services Representatives and/or management Recognize training issues, learning opportunities and knowledge gaps within the team, and develop useful learning paths for the team in conjunction with IPC partners and NBIN resources Support management by recognizing positive contributions by fellow team members; on the job coaching; and team monthly meetings; while maintaining notes/minutes Support management on reporting, data management, and internal communication requests that includes but is not limited to: ASI surveys, scorecards, service level reporting, team productivity and internal communications Liaison between client facing front office partners, internal partners and third-party vendors to positively represent mutual interests and transfer knowledge.

Educate callers on array of IPC and regulatory products, policies and procedures that includes, but is not limited to: Field inquiries relative to client account administration Issues related to registered plans Document requirements for new accounts Promote ease of doing business for the front offices through product offering/ education Recognize any issues with potential for unforeseen risk to IPC or the client Identifies business process improvements for the benefit of IPC Operations and internal and external clients What are the preferred qualifications for an Associate Manager, Advisor Services?

Possess a minimum of 5 years of experience within an operations environment, working with the IIROC platform Undergraduate degree in Business preferred Completion of CSC/IFIC is an asset Knowledge of relevant IIROC back office software solutions is an asset People management experience is an asset Approachable leader within Advisor Services, able to offer clear verbal and written instructions upon request Able to communicate clearly and concisely the goals and objectives of IPC to all stakeholders; and be able to effectively communicate to various audiences and all levels of team Strong time management skills with an ability to manage various working teams Ability to oversee/manage multiple projects effectively and a capacity for dealing with tight deadlines Must be extremely proficient at using the Microsoft Office suite of products, mainly MS Word and Excel What is lifeatIPC?

Awesome support in providing industry-leading training to help you succeed in your role Awesome community involvement opportunities through IPC Cares Awesome perks: benefits that fit your needs, pension, share purchase plan, corporate discount plans, social events, summer hours, and fun Awesome recognition: kudos, all-star program, rising star, and the circle of excellence Awesome Leadership teams that know your name