FSC - Advisor Support Associate

TechAlliance of Southwestern Ontario, London Economic Development Corporation; London; Hybrid; CAD 42,000 - 67,000; Full time

Job summary

Join a forward-thinking company as an Advisor Support Associate, where you will play a key role in supporting Financial Service Representatives. This position offers the chance to deliver exceptional customer service and contribute to the overall growth of the Financial Solutions Centre. You will be part of a collaborative team that values your unique background and perspectives, ensuring you have the opportunity to excel in a diverse and inclusive environment. If you're passionate about helping others and thrive in a dynamic setting, this role is perfect for you!

Qualifications

• Post-secondary education in a business-related field preferred.
• Strong communication and problem-solving skills are essential.

Responsibilities

• Provide strategic sales support to Financial Service Representatives.
• Deliver outstanding customer service and administrative support.

Skills

Effective communication skills

Problem-solving skills

Adaptability to change

Initiative toward process improvement

Education

Post-Secondary education in business

Tools

E-mail

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

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

Reporting to the Assoc Mgr Insurance Link, 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

1. 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.
2. Provide a high level of defined administrative services and support within the Financial Solutions Centre.
3. Provide outstanding customer service and support by putting the customer first.
4. Contribute as part of a high functioning operations team committed to the success of our advisors and Financial Solutions Centre.
5. 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.
6. Provide administrative services and support to clients, peers, head office business partners, and the management team within the Financial Solutions Centre.
7. Follow specific administrative processes.
8. Maintain compliance standards along with Financial Service Representatives within the Financial Solutions Centre.
9. Able to take on special projects, as required.
10. Offer general support and coverage to peers as required.

What you will bring

1. Post-Secondary education; business related field preferred.
2. Proficient in using E-mail, Word, Excel & PowerPoint, with an aptitude for learning new technology.
3. Effective communication skills, both written and verbal, responding promptly to requests; effective telephone techniques; tact, courtesy, and patience.
4. Adaptable to change, with an understanding of the need to quickly change priorities and respond in a positive manner.
5. Demonstrated proactive approach, showing initiative toward process improvement and individual development.
6. Ability to prioritize multiple tasks and work effectively with continuous interruptions.
7. Strong problem-solving skills and a can-do attitude.
8. Establish and maintain positive working relationships with others both internally and externally.

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

The base salary for this position is between $42,500 - $67,000 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 [e-mail].

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

#LI-Hybrid

Requisition ID: 3087

Category: Customer Service and Administration

Location: London, ON, CA; Toronto, ON, CA

Date: Mar 7, 2025