Bilingual (Fr/En) National Securities Specialist

Permanent Full Time - 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. In November 2023, Canada Life acquired IPC. Canada Life is a member of the Power Financial Corporation group of companies and serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. With the acquisition, IPC and Canada Life’s existing wealth platforms create one of Canada’s leading wealth providers. The National Securities Specialist delivers comprehensive securities solutions and exceptional client service to clients of Canada Life’s mutual fund dealer network. This role supports the Securities Accommodation Program by partnering with advisors and clients to enhance the overall investment experience, provide informed investment guidance, and ensure alignment with client financial goals, risk tolerance, and regulatory requirements. What you will do Client Advice & Relationship Management Provide investment advice aligned with client goals, risk tolerance, and regulatory requirements Conduct Know Your Client (KYC) reviews and suitability assessments Build and maintain strong client relationships through proactive engagement Deliver a high-quality, consistent client experience Transaction Execution & Account Management Facilitate trading and order placement across equities, ETFs, mutual funds, GICs, and fixed income products Maintain and service client accounts, ensuring accuracy and timeliness Support complex transactions (e.g., registered plans, income products, unlocking requests) Program Support & Business Development Contribute to the evolution and effectiveness of the Securities Accommodation Program Identify opportunities to enhance client engagement and grow share of wallet Promote digital adoption (e.g., client portals, e-delivery) Support targeted client outreach and marketing initiatives Collaboration & Partnering Work closely with Advisors, Compliance, Operations, and Business Development teams Partner with cross-functional teams to deliver integrated wealth solutions Refer clients to insurance, banking, and other wealth solutions as appropriate Risk & Compliance Management Ensure adherence to CIRO regulations, securities laws, and internal policies Maintain strong governance practices in all client interactions and transactions Escalate and address risks appropriately What you will bring Bilingualism (fluent in French and English) required, as the position will regularly serve our clients with English and French-speaking need 3–5+ years of experience in financial services, investment advisory, or wealth management Experience working with both clients and financial advisors Proven ability to deliver strong client outcomes in a client-facing role Successful completion of CIRO’s new proficiency model for Registered Representatives which came into effect on January 1, 2026 or Completion of CSI’s Canadian Securities and Conducts and Practices Handbook courses if previously licensed prior to January 2026; Completion of 90 Day Training program (to commence immediately after hire) and Completion of the Wealth Management Essentials Course (within 24 months of approved date as an RR) is preferred Completion of relevant certificate, diploma or designation programs such as Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®) designations, an asset Post-secondary degree or equivalent work experience, an asset Excellent verbal and written communication skills Well-developed presentation skills Excellent organizational and time management skills Quick thinking and innovative Sound working knowledge of MS Office products, trading platforms and the ability to understand, explain and breakdown key market data, Salesforce This position will be located in the Montreal head office. - The base salary for this position is between $59,800 - $99,700 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 Life 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. 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! What we offer : 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: 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. Learn more about Canada Life . We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact . All information provided will be handled in accordance with applicable laws and Canada Life policies. Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted . #LI-Hybrid