Current Opportunities (Hero)

Current opportunities

Marketing Event Specialist (Contract)

Marketing Event Specialist (Contract) — Marketing

Investment Planning Counsel (IPC) is one of the fastest-growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience.

We are proud to be recognized as one of the Greater Toronto Area's Top Employers (2022) by Mediacorp Canada Inc. for empowering our teams with the resources to thrive in a collaborative environment, where wellness is at the forefront.

With your background, skills and experience you’ve already found success in the Event Management space. Have you found your ideal firm, one that encourages you to pursue a balanced lifestyle as well as professional success?

Our Marketing Communications team is currently growing! We’re seeking a Marketing Event Specialist – someone who is passionate about creating elevated client experiences for both virtual and in-person events.


At Investment Planning Counsel, we’ve designed every aspect of the Marketing Event Specialist role with you in mind.

What is the role of the Marketing Event Specialist?

  • Support Event Manager with event concepts, sponsorship and logistics
  • Manage the development of the event critical path ensuring all timelines and deliverables are met
  • Manage the annual calendar of events and all associated elements: program management, operational management, implementation, and follow-up activities
  • Design and maintain event website(s) including mobile applications
  • Create integrated registration processes including client communication strategies
  • Own and manage the Events section of the intranet (HUB)
  • Execute virtual events in the host/producer role
  • Source vendors as required for events
  • Assist with the assembly of onsite event materials and support documents
  • Support with logistical, room, and event details for each event as required
  • Act as the communication lead for events
  • Relationship liaison with the Business Development team
  • Responsible for Continuing Education (CE) credit accreditation and inputting credits to the CE Centre
  • Audit existing event processes to make recommendations for continuous improvement
  • Document procedures and processes (SOPs) for all conference and event activities
  • Conduct post-event evaluations to determine how future events could be improved
  • Research, implement and manage technology platforms to ensure IPC conferences and events utilize industry best practices and modernization techniques
  • Provide periodic reports, updates, and briefings to all stakeholders

What traits and competencies should a Marketing Event Specialist possess?

  • Passionate about delivering exceptional client events
  • Relationship-building skills with a commitment to establishing long-term client relationships
  • Confidence while working under pressure
  • Ability to leverage technology to enhance client experiences
  • Ability to think critically and use sound judgment
  • Continuously seek opportunities to innovate and simplify processes

What are the preferred qualifications for a Marketing Event Specialist?

  • 3 - 4 years in a relevant Events position
  • Post-secondary education in Marketing or Events
  • Financial industry knowledge is an asset
  • Strong verbal and written communication skills
  • Ability to work in an agile environment and effectively manage change
  • Ability to work independently
  • Strong people skills to effectively collaborate with other stakeholders
  • Effective time management skills; ability to multi-task
  • Strong Microsoft Office skills (Word, PowerPoint, Excel)
  • Strong working knowledge of Microsoft Teams, Zoom and other event technology platforms
  • Goal oriented at an individual and team level

This position will require occasional extended hours during weekdays and weekends and travel as required to attend off-site meetings.

This role will require some travel within Canada and the US; applicants must hold a valid passport.

What is #lifeatIPC?

  • Awesome support in providing industry-leading training to help you succeed in your role
  • Awesome community involvement opportunities through IPC Cares
  • Awesome Leadership teams that know your name

If someone you know sounds like a great fit for this role, send them this job posting and encourage them to apply!

If you continue in the selection process, please notify us of any accommodation you might require. Any information you send us will be treated with complete confidence.