Canada Life

Bilingual Advisor Support Associate (English and French)

Canada Life

full-time

Posted on:

Location Type: Office

Location: Montreal • Canada

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Salary

💰 CA$45,600 - CA$68,400 per year

About the role

  • Provide strategic sales support to advisors to help them meet their sales targets and assist the sales team in achieving overall growth objectives.
  • Provide a high level of defined administrative services and support within Canada Life Advice.
  • Deliver exceptional customer service and support with a client-first focus.
  • Contribute as part of a high-performing operational team committed to our advisors' success.
  • Provide professional and knowledgeable sales and service support to help advisors win new business and retain and grow existing client relationships.
  • Provide administrative services and support to clients, colleagues, and head-office business partners.
  • Support and sponsor local and head-office initiatives by following specific administrative processes.
  • Ensure compliance standards are maintained and adhered to by advisors.
  • Take on special projects as needed.
  • Provide general support and coverage for fellow Advisor Support Associates.

Requirements

  • Bilingualism (proficiency in French and English) required, as the role will regularly serve both francophone and anglophone clients.
  • Post-secondary diploma or degree.
  • Proficiency in Microsoft Office (Outlook, Word, Excel, and PowerPoint) and an aptitude for learning new technologies.
  • Effective written and verbal communication skills.
  • Respond promptly to inquiries; professional telephone techniques; tact, courtesy, and patience.
  • Adapt to change and meet project deadlines and/or requests.
  • Demonstrate a proactive approach and take initiative toward process improvements and personal development.
  • Ability to prioritize multiple tasks and work effectively amid continuous interruptions.
  • Strong problem-solving skills and a positive attitude.
  • Establish and maintain positive working relationships with internal and external stakeholders.
Benefits
  • Professional development: We offer opportunities for career advancement, access to leading learning programs, and tuition reimbursement up to $2,000 per year.
  • Health and wellness: We provide flexible medical and dental coverage, as well as $5,000 in mental health coverage to support your well-being.
  • Time off: In addition to vacation and personal days, we offer a dedicated volunteer day to support community involvement.
  • Financial security: Employees have access to a pension plan with employer-matched contributions, an employee share purchase plan, and other investment options.
  • Rewards and recognition: We offer recognition programs and employee discounts, and celebrate significant service anniversaries.
  • Sense of belonging: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social committees, and various events.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
bilingualismMicrosoft Officeadministrative servicessales supportcustomer servicecompliance standardsproject managementprocess improvementsproblem-solving
Soft Skills
effective communicationprofessional telephone techniquesadaptabilityinitiativeprioritizationpositive attituderelationship buildingteam collaborationtactcourtesy
Certifications
post-secondary diplomadegree