Relationship Manager

The Canada Life Assurance Company • Kitchener, ON

11d • CA$57,100 - CA$85,600 • Hybrid

About The Position

As one of Canada’s leading MGAs, Financial Horizons helps over 6,500 independent advisors grow their businesses and achieve their vision of success. Financial Horizons has over 30 offices and more than 350 employees – all focused on amplifying their business with the right opportunities and solutions at the right time for them. Canada Life acquired Financial Horizons in 2017. Canada Life is a member of the Power Financial Corporation group of companies and serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. Financial Horizons continues to operate independently in the marketplace. We are seeking a Relationship Manager, Distribution Services to join our Financial Horizons team. If you are a relationship-driven professional who thrives on delivering exceptional service, building trusted partnerships, and supporting high-value advisor relationships, we want to hear from you. The Relationship Manager, Distribution Services serves as the primary point of contact and trusted resource for High Net Worth advisors working with the Compensation and Contracting teams. This role is responsible for proactively managing and advancing complex cases through end-to-end processing on behalf of High Net Worth advisors and their teams, while also acting as the key escalation point for issue resolution. Managing a small portfolio of strategic partners and high-value relationships, the Relationship Manager provides expert guidance, support, and recommendations on complex cases. The role works closely with senior leadership, regularly providing updates on program progress, identifying opportunities for improvement, and influencing changes to processes and practices. Success in this role requires staying attuned to industry trends, understanding the evolving needs of the High Net Worth market, and delivering an exceptional service experience. This position follows a hybrid work model and is based out of the Financial Horizons office in Kitchener, Ontario, with a minimum expectation of two days per week working on-site.

Requirements

• College diploma, University degree, or equivalent experience
• Minimum of 3 years of experience in the insurance and financial services industry
• High level knowledge of MGA distribution services and processes, clientele in the market, and understanding of regional nuances for licensing
• Knowledge of Wealthserv, carrier sites, APEXA
• Proven experience in all Microsoft Office applications
• Must have strong Interpersonal and communication skills
• Relationship management skills
• Technical, analytical, and problem-solving abilities
• Ability to provide creative solutions
• Proactive and an ability to influence

Nice To Haves

• Industry courses and any professional/technical certifications or licenses would be an asset only
• French an asset

Responsibilities

• Act as the contracting concierge through the onboarding process and establish relationships with High Net Worth (HNW) advisors once prospects are identified
• Engage with advisors early in the recruitment process and consults on complex contract structures and provides recommendations
• Proactively collaborate internally to ensure all teams are engaged when required during the onboarding process and report progress to management and sales
• Ongoing service review to ensure Financial Horizons grows/enhances with the advisor’s needs
• Proactive touch points with the advisor’s office on an established basis
• Track issues within Salesforce for visibility and trending to proactively anticipate and develop solutions
• Maintain an understanding of the operational requirements and meets with sales and the advisor during the recruitment process.
• Provide priority service for all commissions related issues including compensation site access, process review, carrier site support, and training
• Ensure advisors and their teams have a strong understanding of the compensation processes, support structures, systems, reporting, pay frequency etc. through training and ongoing proactive support
• Support customized reporting and capabilities within Financial Horizons and carriers – coordinate internally with key teams and determine existing special requirements in place to guide solutions
• Perform review of Financial Horizons services and guide advisors on how to navigate through the various internal departments
• Provide carrier site support, validation of accesses granted, accessing carrier statements for analysis, and work closely with carrier partners for problem resolution and training
• Support creation of customized firm reporting in Salesforce and coordinate with the sales team for regular updating

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