Advisor Support Associate

Permanent Full Time 

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Given the size and scope of our organization, we have the flexibility for this position to be located accross Canada.

As one of Canada’s leading MGAs, Financial Horizons helps over 6,500 independent advisors grow their businesses and achieve their vision of success. Financial Horizons has over 30 offices and more than 350 employees – all focused on amplifying their business with the right opportunities and solutions at the right timefor them. 

Canada Life acquired Financial Horizons in 2017. 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.  

Financial Horizons continues to operate independently in the marketplace. 

Reporting to the Manger, Operations, the Advisor Support Associate (ASA) provides sales support and service to advisors and foster relationships between advisors and their customers.

By moving each sale through processes and leading to a successful close, the ASA frees up the advisor’s time to focus on sales.  An advisors' success in the business is a direct result of establishing and maintaining a high degree of credibility and trust with their customers. The ASA facilitates that relationship and impacts the reputation and the credibility of the advisor.

This role also provides detailed knowledge and implementation of compliance regulations and in this manner, has a direct impact on the value of the advisor’s book of business.  The ASA also influences the customers decision to place business with the advisor.

What you will do 

Business Processing

• Processing all advisor business from start to finish ensuring accuracy and follow up
• Effectively organizes, plans, and executes assigned workload to maintain service level agreements
• Demonstrates knowledge of product and software enhancements for all lines of business
• Demonstrates high attention to detail and accuracy in the production of high quality and compliant work

Customer Service

• Accountable for external customer service and communications on all products with 50% of communication and decisions being external. 
• Provides service excellence and sound advice to customers who purchase Canada Life products
• Complex problem solving/fact finding
• Prepare customer summaries/reports looking for opportunities to add value to the customer while increasing advisor productivity
• Data mining to identify upselling and cross-selling opportunities (renewals, new PACs, conversions, RESP grant eligibilities, etc.)

Advisor Support Services

• Maintain compliant electronic or paper client files (file setup, conduct filing etc.) ensuring contents adheres to Compliance regulations
• Ensure backup procedures are in place to protect the foundation of the business, files, and documents within
• Stay up to date with changing technology
• Establish and maintain compliance best practices according to industry regulatory requirements
• Office operations; efficient management of daily workflow

Sales and Marketing Support

• Assist advisor in building the brand while adhering to compliance regulations
• Develop marketing campaigns and promotions

Learning and Development

• Provides training to others peers regionally or nationally
• Personal development for continuous improvement and to add value to sales partners

What you will bring 

• 3+ years in the financial services or banking industry is preferred with knowledge in some financial services industry product lines (Life, Living Benefits, Group, Credit, Retirement, and Investment products).
• Post-Secondary education; business related field preferred.
• Ability to formulate clear and concise instructions, and communication skills to advisors and clients and respond promptly to requests.
• Proven track record and strong proficiency and adoption of all Canada Life technology is required to understand how the process works and to ensure the advisor and client experience is not negatively impacted.
• Adaptable to changes in product, process, procedures, and technology, with an understanding of the need to quickly change priorities and respond in a positive manner.
• Committed to building strong relationships that will support the growth of the Advisor.
• Demonstrated proactive approach, showing initiative toward process improvement and individual development.
• Ability to prioritize multiple tasks and work effectively with continuous interruptions.
• Strong problem-solving skills and can-do attitude.
• Proficient in using E-mail, Word, Excel & PowerPoint, aptitude for learning new technology.
• Knowledge in Canada Life product lines or lines of business an asset.
• Knowledge of CRM and industry software an asset.
• As this position is posted in several locations, we specify that bilingualism is an asset (fluent in French and English) but is required for Quebec only as the position will regularly serve our clients with French and English-speaking needs.

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The base salary for this position is between  $40,300 - $67,000 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.

Be your best at Canada Life- Apply today!

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations. 

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. 

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.