Advisor Support Associate
Permanent Full Time
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Advice Canada is our dedicated, coast-to-coast support team, committed to helping independent advisors and their business succeed.
As the advisor sales support team for Financial Horizons and Quadrus Investment Services Ltd., Advice Canada brings together local relationship managers and with the robust value proposition of a leading Canadian MGA and leading Mutual Fund Dealer to deliver high-quality, personalized service.
Reporting to the Manager of the Advisor Support Program, the Advisor Support Associate provides dedicated operational and client service support to advisors within Advice Canada. Working in close partnership with aligned advisors, this role supports the effective management and growth of their book of business. The Advisor Support Associate plays a critical role in ensuring business is processed accurately, client records are maintained, and clients receive excellent service. Through strong, collaborative relationships with advisors, the Advisor Support Associate supports with operational and service‑related responsibilities, enabling advisors to focus on building client relationships and expanding their practice while supporting the long-term success of the program.
What you will do
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Process advisor business from start to finish ensuring accuracy and timely follow up
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Effectively organize, plan and execute assigned workload to consistently maintain service level agreements
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Provide service excellence to advisors and their clients that have Canada Life and/or Quadrus products
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Perform complex problem-solving and fact finding with strong attention to detail
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Prepare customer summaries and reports to identify value-added opportunities while increasing advisor productivity
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Maintain compliant electronic or paper client files (file setup, conduct filing, etc.) ensuring contents adhere to Compliance regulations
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Support compliance measures as required
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Actively contribute to continuous improvement by identifying opportunities, sharing feedback, and troubleshooting challenges to establish and reinforce best practices.
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Remain adaptable to new processes and procedures as they are introduced
What you will bring
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Post-secondary education or equivalent professional experience in insurance or financial services with an administrative or sales support background
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Bilingualism (French and English) is an asset
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Minimum 3 years of progressive experience in the insurance and financial services industry
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Proven track record in quick adoption of various technology platforms
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Knowledge in some financial services industry product lines (Life, Living Benefits, Group, Credit, Retirement and Investment products) an asset
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Knowledge of CRM and industry software an asset
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Experience in financial services, banking, hospitality, retail service or a corporate environment
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Demonstrated knowledge and experience in MS Office
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Strong understanding of permanent life insurance concepts and industry best practices
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Proven ability to consistently meet strategic business goals and deliver results.
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High emotional intelligence with the ability to influence, build trust, and foster strong relationships
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Passion for delivering exceptional service and creating meaningful client connections
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Commitment to continuous learning and staying current on industry trends and product updates
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A Criminal Record and Credit background check is mandatory as a condition of employment
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The base salary for this position is between $43,400 - $65,100 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 talentacquisitioncanada@canadalife.com. 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
London, ON, CA