Permanent Full Time
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Investment Planning Counsel (IPC) is one of Canadas 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 servesthe 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 Lifes existing wealth platforms create one of Canadas leading wealth providers.
Role Summary
The Bilingual Marketing Relationship Manager partners with IPC Advisors based in Quebec and Eastern Canada to develop and execute personalized marketing strategies that elevate brand presence enhance client experience and support business growth. This role requires fluency in French and English and involves close collaboration with internal teams and external vendors delivering training and support for marketing tools and contributing to the evolution of marketing programs. Success in this role demands strong relationship-building strategic thinking project management and a passion for innovation.
What is the role of the Bilingual Marketing Relationship Manager
- 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 IPCs 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
What traits and competencies should a Bilingual Marketing Relationship Manager possess
- 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
Preferred Qualifications
- Bachelors degree ideally in Marketing or Communications
- 45 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
Given the size and scope of our organization we have the flexibility for this position to be located in the following head office locations: Montreal (1350 Rene Levesque)or Mississauga (5015 Spectrum).
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The base salary for this position is between $59800 - $99700 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
Wereunited by a shared purpose: to improve the financialphysicaland mental well-beingof Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.
Werelooking for people who live our values everyday: we step up we do the right thing and we deliver for our customerscommunitiesand each 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:
Were committed to supporting our employees through every stage of their career. Heres 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$2000 annuallytowardseducation reimbursement.
- Health & Wellness:Flexible health and dental benefitsplus a $5000 mental health benefit to support your well-being.
- Time Off:In addition to regular vacation andpersonal dayswe support communityinvolvement with avolunteer day.
- Financial Security:Company-matching pension planshare ownership program andadditionalinvestment options.
- Rewards and Recognition:Employee recognition programs service milestone celebrations employee discounts and more!
- Emphasis onCommunity:We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs)mentorshipprogramssocialclubsandevents.
Learn moreaboutCanada Life.
Werecommitted to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact. All information provided will be handledin accordance withapplicable laws and Canada Life policies.
Canada Lifewould like to thank all applicants however only those who qualify for an interview will be contacted.
#LI-Hybrid
Required Experience:
IC
Employment Type : Full-Time
Experience: years
Vacancy: 1
Yearly Salary Salary: 59800 - 99700