Bilingual (Fr/En) Advisor Support Coordinator

4 weeks ago

Ottawa, Canada The Canada Life Assurance Company Full time $41,400 - $65,300

Permanent Full Time


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.


Description:

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 Associate to join our team at Continuum


What you will do:

  • Work as part of a project team dedicated to the growth of Continuum Financial Centres (CFC)
  • Provide strategic sales support to the Manager of Advisor Partnerships to help them attain their acquisition goals and thereby help the CFC achieve overall growth targets
  • Gather and maintain data from various sources
  • Provide administrative support and coordinate projects for field leaders, co-workers, head office business partners, and the management team within CFC
  • Provide professional, knowledgeable industry specific service support
  • Manage insurance and wealth product data to create various reports required by the CFC team
  • Contribute as part of a high functioning operations team
  • Maintain and ensure compliance standards are met
  • Able to take on special projects, as required
  • Offer general support and coverage to peers as required


What you will bring:

  • Bilingualism (French, English) is required to answer calls from French and English speaking customers across Canada
  • College Diploma, University degree, or equivalent experience
  • Financial and insurance industry knowledge
  • Intermediate skills in Excel
  • Proficient in using E-mail, Word& PowerPoint
  • Aptitude for using and learning new technology
  • Time management and organizational skills
  • Project coordination
  • Proactive and adaptable
  • Problem solving skills
  • Relationship building and client service skills
  • Communication skills – verbal and written

Given the size and scope of our organization, we have the flexibility for this position to be located in the following head office locations: Ottawa, Calgary, London, Toronto & Vancouver.


The base salary for this position is between $41,400 - $65,300 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.


Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.


Be your best at Canada Life- Apply today


Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.


You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.


Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.


Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.


We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.


It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.


Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.

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