Associate Manager in Wealth Management

Become an integral part of the team at Investment Planning Counsel (IPC) as an Associate Manager in Wealth Management. Command a full-time role focusing on advisor support and operational leadership.
In this Associate Manager position, you will lead the Private Wealth Advisor Service Team and ensure compliance with IIROC standards throughout all service processes. Your role will emphasize operational excellence, advisor partnerships, and the management of service delivery to create an unparalleled client experience.
Key Responsibilities:
• Lead and coach the Private Wealth Service Team
• Oversee operational tasks including dealer transfers and account openings
• Act as an escalation point for service issues
• Drive continuous process improvement and controls
• Manage partnerships with external outsourcing teams
Requirements:
• 5–10 years of leadership experience in financial operations
• Experience with IIROC and regulatory frameworks
• Strong communica...