Advisor Support Coordinator - Bilingual (Remote Across Canada)

at  Financial Horizons Group

FRANÇAIS CI-DESSOUS

Are you an organized individual who excels in providing sales support to your team members? Do you get excited about the opportunity to use your customer service and administrative skills on a day-to-day basis? Are you a strong communicator who thrives in a client-focused organization?
If you nodded ‘yes’ to those questions, you may be the next Advisor Support Coordinator to join our team at Continuum!
Curious? Keep reading!

WHAT SHOULD YOUR EXPERIENCE AND QUALIFICATIONS LOOK LIKE?

• College Diploma, University degree, or equivalent experience
• Financial and insurance industry knowledge
• Intermediate skills in Excel
• Proficient in using E-mail, Word& PowerPoint
• Aptitude for learning new technology

• Work as part of a project team dedicated to the growth of Continuum Financial Centres (CFC)
• Provide strategic sales support to the Manager of Advisor Partnerships to help them attain their acquisition goals and thereby help the CFC achieve overall growth targets
• Gather and maintain data from various sources
• Provide administrative support and coordinate projects for field leaders, co-workers, head office business partners, and the management team within CFC
• Provide professional, knowledgeable industry specific service support
• Manage insurance and wealth product data to create various reports required by the CFC team
• Contribute as part of a high functioning operations team
• Maintain and ensure compliance standards are met
• Able to take on special projects, as required
• Offer general support and coverage to peers as required