About the position

Investment Planning Counsel (IPC) is a leading independent wealth management firm in Canada, now acquired by Canada Life. This role partners with IPC Advisors in Quebec and Eastern Canada to develop and execute personalized marketing strategies. The goal is to elevate brand presence, enhance client experience, and support business growth. This position requires fluency in both French and English. Responsibilities include collaborating with internal teams and external vendors, delivering training on marketing tools, and contributing to marketing program development. Success hinges on strong relationship-building, strategic thinking, project management, and innovation.

Responsibilities

• Partner with IPC Advisors in Quebec and Eastern Canada to create personalized marketing plans that enhance brand visibility, enrich client experiences, and drive business growth.
• Develop and execute marketing strategies that align with IPC’s strategic priorities and reflect the values of the Individual Wealth Experience team.
• Build and nurture strong relationships with Advisors through consistent, proactive communication and support in both French and English.
• Partner with the Marketing team to ideate and evolve marketing programs that reflect innovation and Advisor needs.
• Source and manage external vendor relationships to deliver best-in-class marketing tools and solutions.
• Provide onboarding, training, and troubleshooting support for marketing platforms and tools to ensure Advisor success and adoption.
• Ensure all marketing initiatives comply with Quebec language laws and regional marketing standards, maintaining cultural sensitivity and regulatory adherence.

Requirements

• A strategic thinker with a passion for innovation and a drive to challenge conventional approaches.
• Strong marketing expertise with the ability to craft customized, results-driven plans.
• Exceptional relationship-building skills and a commitment to long-term Advisor success.
• Comfort with leveraging digital tools and platforms to enhance Advisor and client experiences.
• Excellent time management and prioritization skills in a fast-paced, multi-project environment.
• Proven project management capabilities to lead initiatives across internal teams and external partners.
• High attention to detail and a commitment to delivering polished, high-quality outputs.
• Knowledge of Quebec-specific language requirements and marketing compliance standards.
• Bilingualism (fluent in French and English) required, as the position will regularly serve our clients with English and French-speaking need.

Nice-to-haves

• Bachelor’s degree, ideally in Marketing or Communications
• 4–5 years of experience in a marketing role, preferably within financial services or a client-facing environment
• Demonstrated experience managing multiple projects and stakeholders
• Strong working knowledge of social media platforms and digital marketing tools
• Proficiency in Office 365 (Word, Excel, PowerPoint, Outlook, Teams); experience with CRM or marketing automation platforms is an asset
• Ability to work effectively with Advisors and stakeholders across Quebec and other regions

Benefits

• 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.