Elevate your financial career with Investment Planning Counsel (IPC) as a Senior Advisor Associate. This role focuses on delivering critical back‑office support and managing team performance efficiently. As a Senior Advisor Associate at IPC, you'll be a key player in wealth management operations.

This position involves overseeing team workload, engaging members, and ensuring high‑quality service delivery. Your expertise will contribute to effective communication at all levels, sales processing, and complex issue resolution, directly impacting internal and external client satisfaction.

Key Responsibilities

• Act as delegate for the Team Manager as needed
• Oversee workload distribution and performance adherence
• Resolve team inquiries and complex client issues
• Process various account transactions accurately
• Monitor and prepare documentation for financial transactions

Requirements

• 2–5 years of ex...