Advisor Support Associate
About The Position
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 Advisor Support Associate reports to the Manager- Advisor Support Program and contributes to our advisors’ success by providing sales support, marketing support, and value-added client service to help them grow their business.
Requirements
- Post secondary education
- Proficiency with Microsoft Office (Outlook, Word, Excel, and PowerPoint) and the ability to learn new technologies
- Strong communication skills, both written and verbal
- Responsiveness to requests; professional telephone etiquette; tact, courtesy, and patience
- Ability to adapt to change and meet project deadlines and/or requests
- A proactive approach, demonstrating initiative toward process improvement and individual development
- Ability to prioritize multiple tasks and work effectively amid continuous interruptions
- Strong problem solving skills and a positive attitude
- Ability to establish and maintain positive working relationships both internally and externally
Responsibilities
- Provide strategic sales support to advisors to help them achieve their sales targets and support the sales team in reaching overall growth objectives
- Provide a high level of defined administrative services and support within Advice Canada Advisory Services
- Deliver exceptional customer service and support, always prioritizing the client
- Contribute as part of a high performing operational team committed to the success of our advisors
- Provide professional and knowledgeable sales and service support to help advisors acquire new business and retain and grow existing client business
- Deliver administrative services and support to clients, colleagues, and head office business partners
- Support and sponsor local and head office initiatives
- Follow specific administrative processes
- Maintain and ensure compliance standards are met with advisors
- Take ownership of special projects, as needed
- Provide general support and coverage to fellow Advisor Support Associates
Benefits
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
