About the role

Senior Service Specialist responsible for Private Wealth Portfolio implementation, client transaction execution, and advisor support. Assists with portfolio monitoring and compliance reviews.

Responsibilities

Ongoing monitoring of accounts. Identify cash flow transactions requiring rebalancing activity. Co-ordinate trading instructions between sub-advisor and NBIN trade desk. Manage and maintain all instructions pertaining to account transactions. Coordinate program rebalances and account level trade activity with NBIN. Review suitability of client account opening documentation. Set up new accounts and facilitate portfolio changes directed by advisor on the managed platform application (Harmony). Liaison between the Advisor, Business Development, Operations and Overlay Portfolio Manager. Ensuring complete and accurate account opening documentation. Exceptional client experience when onboarding new IPC Private Wealth clients. Fielding advisor inquiries, providing suitable recommendations and delivering time sensitive solutions. Maintain database of Portfolio Allocations with timely updates for model changes. Simulate portfolio performance and provide trade correction guidance. Basic understanding of Morningstar Direct. Strong ability working with excel spreadsheets and use of formulas. Support product team to produce monthly performance reporting and portfolio analytics. Actively participate in committees to improve the operational and sales experience of advisors and their clients in the program. Actively share information with all team members to enhance the offering.

Experience supporting trade execution, settlement, post trade operations and reconciliation. Experience in IIROC back-office applications (Netrep, ISM, Fundserv, Harmony, CGI W360). Ability to confidently interpret and communicate investment and trading terminology across front, middle and back office stakeholders. Completion of CSC preferred. CIM or CFA level 1 preferred; equivalent experience considered. Proficiency with Excel and maintaining databases. Relationship-building skills with a commitment to establishing long-term advisor relationships. Ability to think critically and use sound judgment when serving clients. Post-secondary education. Proven ability to put the client first. Ability to listen actively, understand and give advice. Goal oriented at an individual and team level.

Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement. Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being. Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day. Financial Security: Company-matching pension plan, share ownership program and additional investment options. Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more! Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.