Individual Insurance Advisor Support Associate

The Individual Insurance Advisor Support Associate plays a critical role in enabling advisor success by providing comprehensive sales support, client service, and operational excellence.

Requirements

• Manage end-to-end processing of advisor business with accuracy, timeliness, and proactive follow-up.
• Organize and execute daily workload to meet service level agreements and operational targets.
• Stay current on product updates and software enhancements to support advisor efficiency.
• Deliver high-quality, compliant work with strong attention to detail.
• Solve complex problems and conduct thorough fact-finding to support advisor decisions.
• Prepare client summaries and reports to identify opportunities for added value and increased advisor productivity.
• Conduct data mining to uncover upselling and cross-selling opportunities, including renewals.
• Work with advisors to maintain compliant client files and ensure adherence to regulatory standards.
• Support office operations through efficient workflow management.
• Assist advisors with maintaining compliance, integrity, and support broker/agent training initiatives.

Benefits

• Hybrid work
• Competitive salaries
• Employee share purchase plan
• Pension plans
• RRSP
• Discounts on staff insurance
• Flexible health benefits
• Early leave days
• Wellness programs
• Rewards and recognition programs
• Education assistance
• Internal mobility
• Mentoring programs
• Donation matching
• Team volunteer days
• Pay transparency and fairness