At a Glance
- Tasks: Support Financial Service Representatives with sales and client service to drive business growth.
- Company: Join Canada Life, a trusted leader in financial solutions for Canadians.
- Benefits: Enjoy competitive salary, health benefits, career development, and community involvement opportunities.
- Other info: Dynamic team culture with strong emphasis on community and employee well-being.
- Why this job: Make a real impact while growing your career in a fast-paced, supportive environment.
- Qualifications: Bilingualism is a plus; experience in financial services or insurance is preferred.
The predicted salary is between 40500 - 49500 £ per year.
We are looking for an Advisor Support Associate to join our Financial Solutions Centre! Reporting to the Sales Support Manager, the Advisor Support Associate will contribute to our Financial Service Representatives' success by providing value-added sales and client service support to help us grow our business.
What you will do:
- Provide strategic sales support to Financial Service Representatives to help them attain their sales goals and thereby help the Financial Solutions Centre achieve overall growth targets.
- Provide a high level of defined administrative services and support within the Financial Solutions Centre.
- Provide outstanding customer service and support by putting the customer first.
- Contribute as part of a high functioning operations team committed to the success of our advisors and Financial Solutions Centre.
- Provide professional, knowledgeable sales and service support to help Financial Service Representatives with new business as well as conserve and grow the business of existing clients.
- Provide administrative services and support to clients, peers, head office business partners, and the management team within the Financial Solutions Centre.
- Maintain compliance standards are met along with Financial Service Representatives within the Financial Solutions Centre.
- Able to take on special projects, as required.
- Offer general support and coverage to peers as required.
What you will bring:
- Bilingualism (French and English) is considered an asset.
- Advisor Support Associate related experience within Financial Services or Insurance Industry.
- Post-secondary education required.
- IFIC Mutual Fund or Canadian Securities Course and/or LLQP Insurance licensing is considered an asset.
- Salesforce knowledge considered an asset.
- Understanding the operation of a sales organization.
- Critical thinking skills with an aptitude for new ways of working.
- Skilled at building strong, collaborative relationships with multiple business partners across the region and country.
- Strong passion for working in a high performance, fast-paced sales environment.
- Ability to work well within a diverse team environment as well as a strong ability to work well independently.
- Self-starter who has the ability to be nimble and change direction when needed.
- Strong organizational skills, with the ability to juggle multiple priorities and meet deadlines.
- Strong written, verbal and virtual communication skills.
- Work with the team to ensure all roles are clear on how to put “the customer at the centre of what we do.”
- Ability to succeed and work well under pressure.
- Ability to adapt in an ever-changing business environment.
- Ability to prioritize activities to drive highest business impact.
The base salary for this position is between $43,400 - $65,100 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.
What we offer:
- Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
- Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
- Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
- Financial Security: Company-matching pension plan, share ownership program and additional investment options.
- Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
- Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.
We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com. All information provided will be handled in accordance with applicable laws and Canada Life policies.
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.
Advisor Support Associate in London employer: Canada Life
Canada Life UK is an exceptional employer that prioritises the well-being and growth of its employees, offering a modern and agile work environment in vibrant locations like Bristol, London, and Watford. With a strong focus on building better futures, the company fosters a welcoming culture and provides ample opportunities for professional development, making it an ideal place for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Advisor Support Associate in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Canada Life. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Advisor Support Associate in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Canada Life.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Canada Life's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Canada Life
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Canada Life.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Canada Life will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Canada Life employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
