Advisor Support Associate

Permanent Full Time

Given the size and scope of our organization, we have the flexibility for this position to be located accross Canada.

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 timefor them.

Canada Life acquired Financial Horizons in 2017. Canada Life is a member of the Power Financial Corporation group of companies and servesthe 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.

Reporting to the Manger, Operations, the Advisor Support Associate (ASA) provides sales support and service to advisors and foster relationships between advisors and their customers.

By moving each sale through processes and leading to a successful close, the ASA frees up the advisor’s time to focus on sales. An advisors' success in the business is a direct result of establishing and maintaining a high degree of credibility and trust with their customers. The ASA facilitates that relationship and impacts the reputation and the credibility of the advisor.

This role also provides detailed knowledge and implementation of compliance regulations and in this manner, has a direct impact on the value of the advisor’s book of business. The ASA also influences the customers decision to place business with the advisor.

**What you will do**

Business Processing
- Processing all advisor business from start to finish ensuring accuracy and follow up
- Effectively organizes, plans, and executes assigned workload to maintain service level agreements
- Demonstrates knowledge of product and software enhancements for all lines of business
- Demonstrates high attention to detail and accuracy in the production of high quality and compliant work

Customer Service
- Accountable for external customer service and communications on all products with 50% of communication and decisions being external.
- Provides service excellence and sound advice to customers who purchase Canada Life products
- Complex problem solving/fact finding
- Prepare customer summaries/reports looking for opportunities to add value to the customer while increasing advisor productivity
- Data mining to identify upselling and cross-selling opportunities (renewals, new PACs, conversions, RESP grant eligibilities, etc.)

Advisor Support Services
- Maintain compliant electronic or paper client files (file setup, conduct filing etc.) ensuring contents adheres to Compliance regulations
- Ensure backup procedures are in place to protect the foundation of the business, files, and documents within
- Stay up to date with changing technology
- Establish and maintain compliance best practices according to industry regulatory requirements
- Office operations; efficient management of daily workflow

Sales and Marketing Support
- Assist advisor in building the brand while adhering to compliance regulations
- Develop marketing campaigns and promotions

Learning and Development
- Provides training to others peers regionally or nationally
- Personal development for continuous improvement and to add value to sales partners

**What you will bring**
- 3+ years in the financial services or banking industry is preferred with knowledge in some financial services industry product lines (Life, Living Benefits, Group, Credit, Retirement, and Investment products).
- Post-Secondary education; business related field preferred.
- Ability to formulate clear and concise instructions, and communication skills to advisors and clients and respond promptly to requests.
- Proven track record and strong proficiency and adoption of all Canada Life technology is required to understand how the process works and to ensure the advisor and client experience is not negatively impacted.
- Adaptable to changes in product, process, procedures, and technology, with an understanding of the need to quickly change priorities and respond in a positive manner.
- Committed to building strong relationships that will support the growth of the Advisor.
- Demonstrated proactive approach, showing initiative toward process improvement and individual development.
- Ability to prioritize multiple tasks and work effectively with continuous interruptions.
- Strong problem-solving skills and can-do attitude.
- Proficient in using E-mail, Word, Excel & PowerPoint, aptitude for learning new technology.
- Knowledge in Canada Life product lines or lines of business an asset.
- Knowledge of CRM and industry software an asset.
- As this position is posted in several locations, we specify that bilingualism is an asset (fluent in French and English) but is required for Quebec only as the position will regularly serve our clients w