Advisor Support Associate

The Canada Life Assurance Company • London, ON

15d

About The Position

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.

Requirements

• Post-secondary education or equivalent professional experience in insurance or financial services with an administrative or sales support background
• Minimum 3 years of progressive experience in the insurance and financial services industry
• Proven track record in quick adoption of various technology platforms
• Demonstrated knowledge and experience in MS Office
• Strong understanding of permanent life insurance concepts and industry best practices
• Proven ability to consistently meet strategic business goals and deliver results.
• High emotional intelligence with the ability to influence, build trust, and foster strong relationships
• Passion for delivering exceptional service and creating meaningful client connections
• 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

Nice To Haves

• Bilingualism (French and English) is an asset
• Knowledge in some financial services industry product lines (Life, Living Benefits, Group, Credit, Retirement and Investment products) an asset
• Knowledge of CRM and industry software an asset
• Experience in financial services, banking, hospitality, retail service or a corporate environment

Responsibilities

• Process advisor business from start to finish ensuring accuracy and timely follow up
• Effectively organize, plan and execute assigned workload to consistently maintain service level agreements
• Provide service excellence to advisors and their clients that have Canada Life and/or Quadrus products
• Perform complex problem-solving and fact finding with strong attention to detail
• Prepare customer summaries and reports to identify value-added opportunities while increasing advisor productivity
• Maintain compliant electronic or paper client files (file setup, conduct filing, etc.) ensuring contents adhere to Compliance regulations
• Support compliance measures as required
• Actively contribute to continuous improvement by identifying opportunities, sharing feedback, and troubleshooting challenges to establish and reinforce best practices.
• Remain adaptable to new processes and procedures as they are introduced

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed