Tag: ADVISOR

Company: Canada Life

Location: Ontario

Expected salary: $52800 – 97700 per year

Job date: Thu, 23 Jan 2025 07:21:52 GMT

Job description: 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.The Financial Centre Advisor provides service to clients requiring assistance related to their investment and insurance products. The FCA will be responsible for responding to client inquiries, assessing and resolving client questions or concerns, providing product information and completing client transactions while delivering a professional client experience. The successful candidate will be well-organized, self-motivated, service and sales-oriented, excels as a contributing team player and is passionate about delivering high level customer service to our clients.What will you be doing in this role?

• Maintain accurate and detailed records of client interactions in CRM system
• Adhere to and maintain compliance requirements of the business
• Develop, retain and grow the business by developing and establishing a relationship with clients
• Provide a high level of client service by ensuring accuracy and timeliness of responses
• Investigate, resolve and respond to client queries by researching further information, as appropriate and dealing directly with the client and our partners where required
• Educate clients about products, solutions, and services provided
• Provide advice and account / policy maintenance services using business planning processes
• Contribute to team and department goals
• Maintain workflow in an orderly fashion to permit backup to readily follow up during absences

What should your experience look like?

• 3-5 years’ experience in the financial industry, Canadian banking, insurance, and/or financial advice channels with a specific emphasis on investment fund products and services
• 3-5 years’ experience in a customer service related field will be considered for the right candidate
• College Diploma, University degree, or equivalent experience
• Strong knowledge of savings, investment and insurance products/services and financial planning concepts and an understanding of the regulatory climate
• Bilingualism (French, English) is required to answer calls from French and English speaking customers across Canada
• Valid mutual fund registration and/or life insurance license (LLQP) is required in any one Canadian province
• Strong ability to utilize professionalism and deliver high level customer service
• High level of attention to detail, thoroughness and accuracy
• Proven experience with Microsoft programs such as Word, Excel, PowerPoint, and Outlook
• CRM experience is an asset
• This role is supported by a remote work arrangement anywhere across Canada
• High attention to detail/accuracy
• Effective Communicator – verbal and written
• Ability to prioritize and balance multiple tasks and navigate multiple systems
• Proactive and resourceful
• Adaptable to growing business and changes in processes

Given the size and scope of our organization, we have the flexibility for this position to be located across Canada.–The base salary for this position is between $52,800 – $97,700 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.Requisition ID: 2723Category: Sales and Business DevelopmentLocation:Canada, ON, CADate: Jan 21, 2025If you are not finding suitable opportunities now, please click below to join our talent community!