Permanent Full Time
This position will be located in the Montreal head office.
Advice Canada is our dedicated, coast-to-coast support team, committed to helping independent advisors and their business succeed.
As the advisor sales support team for Financial Horizons and Quadrus Investment Services Ltd., Advice Canada brings together local relationship managers and with the robust value proposition of a leading Canadian MGA and leading Mutual Fund Dealer to deliver high-quality, personalized service.
We say to advisors "Your goals are our goals". That's why our local Advice Canada relationship managers take the time to understand each advisor's business and connects them with the right experts, solutions, and opportunities. Backed by Financial Horizons' commitment to independent, carrier-agnostic advice, we provide access to leading insurance and wealth solutions across all major carriers--ensuring advisor's business and their clients' needs are always met with best-in-class support.
The Business Development Associate, working in collaboration with the regional sales team, is responsible to achieve sales targets by providing both reactive and proactive support to advisors. A key connector within the sales team the Business Development Associate develops and maintains industry and product knowledge, keeping abreast of changes and new product offerings to support sales growth and enhance the advisor experience.
What you will do:
Build and maintain strong relationships with the advisor firms to identify sales and growth opportunities
Lead regular business reviews and provide tailored insights through data analysis and reporting
Deliver training on sales strategies, industry trends, and digital tools to advisor firms and internal sales teams
Coordinate onboarding and system training for new advisor firms in collaboration with head office teams
Act as the go-to contact for tactical support, issue resolution, and escalation management
Support marketing initiatives by identifying relevant advisors for events, webinars, and targeted campaigns
Facilitate advisor transitions, including succession planning and business handovers
Guide advisors through internal processes, insurer timelines, and contracting or access changes
Collaborate with Compliance and Recoveries teams to support advisors under review or with outstanding balances
Stay up to date on industry developments and product offerings to enhance advisor experience and drive sales growth
Deliver advisor support through training, case consultation, and business development in partnership with outside sales
Identify and develop high-potential advisors with proactive strategies and product expertise
What you will bring:
Post-secondary education or equivalent professional experience in insurance or financial services
Bilingualism (fluent in French and English) required, as the position will regularly serve our clients with English and French-speaking needs
Minimum 3 years of progressive experience in the insurance and financial services industry
Strong understanding of permanent life insurance concepts and industry best practices
Proven ability to consistently meet strategic business goals and deliver results
High emotional intelligence with the ability to influence, build trust, and foster strong relationships
Passion for delivering exceptional service and creating meaningful client connections
Commitment to continuous learning and staying current on industry trends and product updates
The base salary for this position is between
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