Advisor Support Associate

Canada Life; Montreal (administrative region); On-site; CAD 43,000 - 65,000; Full time

Benefits offered by this job

Education reimbursement

Health & dental benefits

Mental health benefit

Volunteer day

Pension plan

Employee discounts

Job summary

Canada Life in Montreal is seeking an Advisor Support Associate to join the Financial Solutions Centre. You will support Financial Service Representatives with sales and client service, fostering strong client relationships and contributing to business growth.

We value collaboration, adaptability, and a customer-first mindset to ensure high-quality service. This role includes administrative duties and cross-team coordination within a fast-paced sales environment.

Qualifications

• Bilingualism (French and English) is considered an asset.
• Advisor Support Associate related experience within Financial Services or Insurance Industry.
• Post-secondary education required.
• IFIC Mutual Fund or Canadian Securities Course and/or LLQP Insurance licensing is considered an asset.
• Salesforce knowledge considered an asset.

Responsibilities

• Provide strategic sales support to Financial Service Representatives to help achieve sales goals.
• Provide high level administrative services within the Financial Solutions Centre.
• Deliver outstanding customer service with a customer-first approach.
• Collaborate within a high-functioning operations team to support advisors.
• Support new business development and growth of existing client relationships.
• Provide administrative support to clients, peers, head office, and management within the Centre.
• Follow specified administrative processes and maintain compliance standards.
• Take on special projects as required and offer coverage to peers.

Skills

Bilingual (Fr & En)

Sales support

Client service

Adaptability

Collaboration

Education

Post-secondary education

Tools

Salesforce

Job description

Permanent Full Time

We are looking for an Advisor Support Associate to join our Financial Solutions Centre!

Reporting to the Sales Support Manager, Financial Solutions Centre the Advisor Support Associate will contribute to our Financial Service Representatives success by providing value-added sales and client service support to help us grow our business.

What You Will Do

• Provide strategic sales support to Financial Service Representatives to help them attain their sales goals and thereby help the Financial Solutions Centre achieve overall growth targets
• Provide a high level of defined administrative services and support within the Financial Solutions Centre
• Provide outstanding customer service and support by putting the customer first
• Contribute as part of a high functioning operations team committed to the success of our advisors and Financial Solutions Centre
• Provide professional, knowledgeable sales and service support to help Financial Service Representatives with new business as well as conserve and grow the business of existing clients
• Provide administrative services and support to clients, peers, head office business partners, and the management team within the Financial Solutions Centre
• Following specific administrative processes
• Maintain compliance standards are met along with Financial Service Representatives within the Financial Solutions Centre
• Able to take on special projects, as required
• Offer general support and coverage to peers as required

What You Will Bring

• Bilingualism (French and English) is considered an asset
• Advisor Support Associate related experience within Financial Services or Insurance Industry
• Post-secondary education required
• IFIC Mutual Fund or Canadian Securities Course and/or LLQP Insurance licensing is considered an asset
• Salesforce knowledge considered an asset
• Understanding the operation of a sales organization
• Critical thinking skills with an aptitude for new ways of working
• Skilled at building strong, collaborative relationships with multiple business partners across the region and country
• Strong passion for working in a high performance, fast-paced sales environment
• Ability to work well within a diverse team environment as well as a strong ability to work well independently
• Self-starter who has the ability to be nimble and change direction when needed
• Strong organizational skills, with the ability to juggle multiple priorities and meet deadlines
• Strong written, verbal and virtual communication skills
• Work with the team to ensure all roles are clear on how to put “the customer at the centre of what we do”
• Ability to succeed and work well under pressure
• Ability to adapt in an ever-changing business environment
• Ability to prioritize activities to drive highest business impact

The base salary for this position is between $43,400 - $65,100 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 additionalinvestment 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 [e-mail]. 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.