Advisor Support Associate

The Canada Life Assurance Company • Montreal, QC

1d • CA$43,400 - CA$65,100 • Hybrid

About The Position

We are looking for an Advisor Support Associate to join our Financial Solutions Centre! Reporting to the Sales Support Manager, Financial Solutions Centre, the Advisor Support Associate will contribute to our Financial Service Representatives' success by providing value-added sales and client service support to help us grow our business.

Requirements

• Post-secondary education required
• Understanding the operation of a sales organization
• Critical thinking skills with an aptitude for new ways of working
• Skilled at building strong, collaborative relationships with multiple business partners across the region and country
• Strong passion for working in a high performance, fast-paced sales environment
• Ability to work well within a diverse team environment as well as a strong ability to work well independently
• Self-starter who has the ability to be nimble and change direction when needed
• Strong organizational skills, with the ability to juggle multiple priorities and meet deadlines
• Strong written, verbal and virtual communication skills
• Work with the team to ensure all roles are clear on how to put “the customer at the centre of what we do”
• Ability to succeed and work well under pressure
• Ability to adapt in an ever-changing business environment
• Ability to prioritize activities to drive highest business impact

Nice To Haves

• Bilingualism (French and English) is considered an asset
• Advisor Support Associate related experience within Financial Services or Insurance Industry
• IFIC Mutual Fund or Canadian Securities Course and/or LLQP Insurance licensing is considered an asset
• Salesforce knowledge considered an asset

Responsibilities

• Provide strategic sales support to Financial Service Representatives to help them attain their sales goals and thereby help the Financial Solutions Centre achieve overall growth targets
• Provide a high level of defined administrative services and support within the Financial Solutions Centre
• Provide outstanding customer service and support by putting the customer first
• Contribute as part of a high functioning operations team committed to the success of our advisors and Financial Solutions Centre
• Provide professional, knowledgeable sales and service support to help Financial Service Representatives with new business as well as conserve and grow the business of existing clients
• Provide administrative services and support to clients, peers, head office business partners, and the management team within the Financial Solutions Centre
• Following specific administrative processes
• Maintain compliance standards are met along with Financial Service Representatives within the Financial Solutions Centre
• Able to take on special projects, as required
• Offer general support and coverage to peers as required

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: Mid Level
• Education Level: Associate degree