Advisor Support Coordinator

4 weeks ago


Winnipeg, Canada Financial Horizons Group Full time

Are you an organized individual who excels in providing sales support to your team members? Do you get excited about the opportunity to use your customer service and administrative skills on a day-to-day basis? Are you a strong communicator who thrives in a client-focused organization?

If you nodded ‘yes’ to those questions, you may be the next **Advisor Support Coordinator** to join our team at Continuum

Curious? Keep reading

**Note**:This role is supported by a remote work arrangement anywhere across Canada

**What will you be doing in this role?**:

- Provide strategic sales support to Managers of Advisor Partnerships to help them attain their acquisition goals and thereby help the Continuum Financial Centres (CFC) achieve overall growth targets
- Gather and maintain data from various sources
- Provide administrative support and coordinate projects for advisors, field leaders, co-workers, head office business partners, and the management team within the CFC
- Provide professional, knowledgeable sales and service support
- Contribute as part of a high functioning operations team committed to the success of our advisors and CFC
- Maintain and ensure compliance standards are met within the book acquisition team
- Able to take on special projects, as required
- Offer general support and coverage to peers as required

**What competencies are required?**:

- Aptitude for using and learning new technology
- Time management and organizational skills
- Data fluency
- Project coordination
- Proactive and adaptable
- Problem solving skills
- Relationship building and client service skills
- Communication skills - verbal and written

***:
**What should your experience and qualifications look like?****:

- College Diploma, University degree, or equivalent experience
- Proficient in using E-mail, Word, Excel & PowerPoint, aptitude for learning new technology

**Benefits & Perks**:
Our service-driven approach at Continuum Financial Centres is facilitated by a collaborative and supportive work environment

These are some of the benefits we provide:

- Excellent Group Benefits plan
- Group Retirement Plan with employer matching
- Flexible and supportive Personal Days for employee or family illness, emergency etc
- Reward and Recognition that celebrates and rewards for impactful performance (peer to peer) and life milestones both personal or professional
- Wellness Credit program
- Personal and Professional programs that allow you to grow, learn and develop including on-demand e-learning programs, Tuition reimbursement and Leadership development

**Who are we? **:


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