Job Description

Permanent Full Time

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Advice Canada is our dedicated, coast-to-coast support team, committed to helping independent advisors and their business succeed.

As the advisor sales support team for Financial Horizons and Quadrus Investment Services Ltd., Advice Canada brings together local relationship managers and with the robust value proposition of a leading Canadian MGA and leading Mutual Fund Dealer to deliver high-quality, personalized service.

We say to advisors “Your goals are our goals”. That’s why our local Advice Canada relationship managers take the time to understand each advisor’s business and connects them with the right experts, solutions, and opportunities. Backed by Financial Horizons’ commitment to independent, carrier-agnostic advice, we provide access to leading insurance and wealth solutions across all major carriers—ensuring advisor’s business and their clients’ needs are always met with best-in-class support.

The Advisor Support Associate reports to the Manager- Advisor Support Program and contributes to our advisors’ success by providing sales support, marketing support, and value-added client service to help them grow their business.

What You Will Do

• Provide strategic sales support to advisors to help them achieve their sales targets and support the sales team in reaching overall growth objectives
• Provide a high level of defined administrative services and support within Advice Canada Advisory Services
• Deliver exceptional customer service and support, always prioritizing the client
• Contribute as part of a high performing operational team committed to the success of our advisors
• Provide professional and knowledgeable sales and service support to help advisors acquire new business and retain and grow existing client business
• Deliver administrative services and support to clients, colleagues, and head office business partners
• Support and sponsor local and head office initiatives
• Follow specific administrative processes
• Maintain and ensure compliance standards are met with advisors
• Take ownership of special projects, as needed
• Provide general support and coverage to fellow Advisor Support Associates

What You Bring

• Post secondary education
• Proficiency with Microsoft Office (Outlook, Word, Excel, and PowerPoint) and the ability to learn new technologies
• Strong communication skills, both written and verbal
• Responsiveness to requests; professional telephone etiquette; tact, courtesy, and patience
• Ability to adapt to change and meet project deadlines and/or requests
• A proactive approach, demonstrating initiative toward process improvement and individual development
• Ability to prioritize multiple tasks and work effectively amid continuous interruptions
• Strong problem solving skills and a positive attitude
• Ability to establish and maintain positive working relationships both internally and externally

This position will be located in the Markham head office (3760 – 14th Avenue).

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The base salary for this position is between $45,600 - $68,400 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.

Grow with Canada Life

We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

What we offer

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:

• 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.

Learn more about Canada Life

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com All information provided will be handled in accordance with applicable laws and Canada Life policies.

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

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