Regional Sales Coordinator

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.

We say to advisors “Your goals are our goals”. That’s why our local Advice Canada relationship managers take the time to understand each advisor’s business and connects them with the right experts, solutions, and opportunities. Backed by Financial Horizons’ commitment to independent, carrier-agnostic advice, we provide access to leading insurance and wealth solutions across all major carriers—ensuring advisor’s business and their clients’ needs are always met with best-in-class support.

The Regional Sales Coordinator (RSC) supports the regional sales team by coordinating regional events and providing administrative assistance to the field team. The role is responsible for activities that drive event participation and serves as the primary administrative support ensuring effective execution of regional initiatives.

What you will do

• Provide end-to-end logistical/administrative event support for field teams and carriers.
• Track marketing allowances for regions and by carriers and record event expenses.
• Support the onboarding and offboarding process for staff in collaboration with head office teams.
• Support company driven initiatives (i.e. New digital tools) and executing national sales campaigns.
• Work in collaboration with the distribution and national events teams to coordinate regional and local events such as Regional Summits and local carrier sponsored events (e.g. send out invites, work with vendors, coordinate meals, etc.)
• Responsible for regional advisor communications including carrier updates and events, contests, etc.
• Ensure high attendance/participation at events and campaigns, follow-up on invitees who have not responded, track attendance.
• Assist with virtual events and /or on-site for live events.
• Liaise with compliance team to ensure the CE credits are processed and follow up as needed.

What you will bring

• Post-secondary education or equivalent professional experience in insurance or financial services.
• High emotional intelligence with the ability to influence, build trust, and foster strong relationships with multiple business partners across the region and country.
• Understanding of the operations of a sales organization.
• Strong passion for working in a high performance, faced-paced sales and service environment.
• Ability to work well within a diverse team environment as well as a strong ability to work well independently.
• Self-starter who can be nimble and change direction when needed.
• Strong organizational skills with the ability to juggle multiple priorities.
• Experience in Microsoft suite of tools (i.e. PPT, Excel, Teams.)
• Knowledge in using tools such as Salesforce and Workspace.
• Ability to adapt in an ever-changing business environment.
• Commitment to continuous learning and staying current on industry trends and product updates.
• 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 $50,900 - 76,400 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. 

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