Advisor Support Coordinator Bilingual (remote Across Canada)

Ottawa, ON, Canada

Job Description


*Fran\xc3\xa7ais 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!Note:

  • This is a bilingual role that requires fluency in English and French.
  • This role is supported by a remote work arrangement where the individual can work from anywhere within Canada.
What will you be doing in this role?
  • 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
What competencies are required?
  • Aptitude for using and learning new technology
  • Time management and organizational skills
  • Data fluency
  • Project coordination
  • Proactive and adaptable
  • Problem solving skills
  • Relationship building and client service skills
  • Communication skills - verbal and written
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
Benefits & PerksOur service-driven approach at Continuum Financial Centres is facilitated by a collaborative and supportive work environment!These are some of the benefits we provide:
  • Excellent Group Benefits plan
  • Group Retirement Plan with employer matching
  • Flexible and supportive Personal Days for employee or family illness, emergency etc\xe2\x80\xa6
  • Reward and Recognition that celebrates and rewards for impactful performance (peer to peer) and life milestones both personal or professional
  • Wellness Credit program
  • Personal and Professional programs that allow you to grow, learn and develop including on-demand e-learning programs, Tuition reimbursement and Leadership development
Who are we?Continuum Financial Centres offers a full range of financial services to help our clients meet their goals. Our team of experts are ready to assist clients solve even the most complex financial questions. We have a wide suite of financial solutions offered by our many insurance and investment carrier partners - to suit every lifestyle. We are headquartered in Kitchener, Ontario, and have a presence right across the country. Continuum is part of the Financial Horizons group of companies, a leading, national, Canadian-owned and operated Managing General Agency (MGA). If you\'ve read this far, first of all, thank you for your time, second, if this seems like a great fit for you, then we look forward to your application.Vous avez un bon sens de l\'organisation? Vous aimez offrir un soutien aux ventes de qualit\xc3\xa9 aux membres de votre \xc3\xa9quipe? L\'id\xc3\xa9e de mettre \xc3\xa0 profit vos comp\xc3\xa9tences en service \xc3\xa0 la client\xc3\xa8le et en administration au quotidien vous enthousiasme? Vous excellez en communication et vous vous \xc3\xa9panouissez dans les organisations ax\xc3\xa9es sur la client\xc3\xa8le?Si vous avez r\xc3\xa9pondu \xc2\xab oui \xc2\xbb \xc3\xa0 toutes ces questions, vous pourriez \xc3\xaatre la prochaine personne \xc3\xa0 occuper les fonctions de coordonnatrice ou coordonnateur du soutien aux conseill\xc3\xa8res et conseillers au sein de Continuum!\xc3\x87a vous int\xc3\xa9resse? Poursuivez la lecture!Remarque:
  • Il s\'agit d\'un poste bilingue n\xc3\xa9cessitant la maitrise de l\'anglais et du fran\xc3\xa7ais.
  • Ce poste est en t\xc3\xa9l\xc3\xa9travail, c\'est-\xc3\xa0-dire que la ou le titulaire peut travailler de n\'importe o\xc3\xb9 au Canada.
Votre r\xc3\xb4le
  • Travailler au sein d\'une \xc3\xa9quipe de projet d\xc3\xa9di\xc3\xa9e \xc3\xa0 la croissance des centres financiers Continuum
  • Offrir au Directeur(trice), Partenariats avec les conseill\xc3\xa8res et conseillers, du soutien aux ventes de nature strat\xc3\xa9gique afin de l\'aider \xc3\xa0 atteindre ses objectifs d\'acquisition, contribuant ainsi \xc3\xa0 l\'atteinte des cibles de croissance globale des centres financiers Continuum
  • Recueillir et mettre \xc3\xa0 jour des donn\xc3\xa9es provenant de diverses sources
  • Coordonner des projets et offrir du soutien administratif aux gestionnaires (leaders) sur le terrain, aux coll\xc3\xa8gues, aux partenaires d\'affaires du si\xc3\xa8ge social et \xc3\xa0 l\'\xc3\xa9quipe de direction des centres financiers Continuum
  • Offrir du soutien \xc3\xa9clair\xc3\xa9 et de calibre professionnel pour les services propres au secteur
  • G\xc3\xa9rer les donn\xc3\xa9es des produits d\'assurance et de gestion du patrimoine afin de cr\xc3\xa9er les diff\xc3\xa9rents rapports demand\xc3\xa9s par l\'\xc3\xa9quipe des centres financiers Continuum
  • Collaborer avec une \xc3\xa9quipe des op\xc3\xa9rations tr\xc3\xa8s performante
  • Assurer le respect des normes de conformit\xc3\xa9
  • Prendre en charge des projets sp\xc3\xa9ciaux, le cas \xc3\xa9ch\xc3\xa9ant
  • Offrir du soutien g\xc3\xa9n\xc3\xa9ral \xc3\xa0 ses coll\xc3\xa8gues, au besoin
Comp\xc3\xa9tences requises
  • Capacit\xc3\xa9 \xc3\xa0 utiliser les nouvelles technologies et \xc3\xa0 en acqu\xc3\xa9rir la maitrise
  • Bonne gestion du temps et sens de l\'organisation
  • Maitrise des donn\xc3\xa9es
  • Bonne coordination de projets
  • Proactivit\xc3\xa9 et capacit\xc3\xa9 d\'adaptation
  • Comp\xc3\xa9tences en r\xc3\xa9solution de probl\xc3\xa8mes
  • Capacit\xc3\xa9 \xc3\xa0 \xc3\xa9tablir des relations et comp\xc3\xa9tences pour le service \xc3\xa0 la client\xc3\xa8le
  • Aptitudes pour la communication orale et \xc3\xa9crite
Exp\xc3\xa9rience recherch\xc3\xa9e et exigences
  • Dipl\xc3\xb4me d\'\xc3\xa9tudes coll\xc3\xa9giales, dipl\xc3\xb4me universitaire ou exp\xc3\xa9rience \xc3\xa9quivalente
  • Connaissance des secteurs financier et de l\'assurance
  • Connaissances interm\xc3\xa9diaires d\'Excel
  • Maitrise d\'Outlook, de Word et de PowerPoint
  • Capacit\xc3\xa9 \xc3\xa0 apprendre \xc3\xa0 utiliser de nouvelles technologies
Avantages sociauxL\'approche ax\xc3\xa9e sur le service des centres financiers Continuum est possible gr\xc3\xa2ce \xc3\xa0 notre environnement de travail collaboratif et solidaire!Quelques-uns des avantages que nous offrons :
  • un excellent r\xc3\xa9gime d\'assurance collective;
  • un r\xc3\xa9gime collectif de retraite avec contrepartie de l\'employeur;
  • des journ\xc3\xa9es de cong\xc3\xa9 personnel flexibles pour les maladies, les urgences, etc., de l\'employ\xc3\xa9 ou de sa famille;
  • des r\xc3\xa9compenses et des marques de reconnaissance qui soulignent les rendements significatifs (entre coll\xc3\xa8gues) et les \xc3\xa9tapes importantes de la vie, tant personnelle que professionnelle;
  • un programme de cr\xc3\xa9dit mieux-\xc3\xaatre;
  • des programmes personnels et professionnels qui vous permettent d\'\xc3\xa9voluer, d\'apprendre et de vous perfectionner, notamment des programmes d\'apprentissage en ligne, le remboursement des frais de scolarit\xc3\xa9 et le d\xc3\xa9veloppement du leadership (sur demande).
Qui sommes-nous?Les centres financiers Continuum offrent une gamme compl\xc3\xa8te de services financiers permettant \xc3\xa0 sa client\xc3\xa8le d\'atteindre ses objectifs. Notre \xc3\xa9quipe d\'expertes et d\'experts est pr\xc3\xaate \xc3\xa0 \xc3\xa9pauler les clientes et clients ainsi qu\'\xc3\xa0 r\xc3\xa9soudre les questions financi\xc3\xa8res les plus complexes. Nous disposons d\'un large \xc3\xa9ventail de solutions financi\xc3\xa8res - convenant \xc3\xa0 chaque mode de vie - propos\xc3\xa9es par nos nombreux partenaires en assurances et en placements. Notre si\xc3\xa8ge social se trouve \xc3\xa0 Kitchener, en Ontario, et nous avons plusieurs bureaux \xc3\xa0 travers le Canada. Continuum fait partie du groupe d\'entreprises de la Financi\xc3\xa8re Horizons, une agence de gestion g\xc3\xa9n\xc3\xa9rale (AGG) d\'envergure nationale et de premier ordre, d\xc3\xa9tenue et dirig\xc3\xa9e par des Canadiennes et des Canadiens. Si vous avez lu jusqu\'ici, merci de votre attention. Si ce poste semble fait pour vous, n\'h\xc3\xa9sitez surtout pas \xc3\xa0 postuler!

Financial Horizons

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Job Detail

  • Job Id
    JD2336710
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Ottawa, ON, Canada
  • Education
    Not mentioned