About the Role
Elevate independent advisors' success with Advice Canada as a full-time Advisor Support Associate in Markham. Provide crucial sales and administrative support while fostering exceptional customer service.
In this permanent role, you will enhance advisor capabilities for Financial Horizons and Quadrus Investment Services. By offering strategic sales and administrative support, you will be key in helping advisors achieve their sales targets and retain clients. This position requires a collaborative approach as part of a high-performing operational team focused on advisor success.
Key Responsibilities:
• Provide strategic sales support to help advisors meet goals
• Deliver high-quality administrative services and support
• Maintain compliance standards with advisor processes
• Collaborate with team to contribute to local initiatives
• Assist with special projects and general coverage duties
Requirements:
• Post-secondary education in a relevant field
• Profic...
In this permanent role, you will enhance advisor capabilities for Financial Horizons and Quadrus Investment Services. By offering strategic sales and administrative support, you will be key in helping advisors achieve their sales targets and retain clients. This position requires a collaborative approach as part of a high-performing operational team focused on advisor success.
Key Responsibilities:
• Provide strategic sales support to help advisors meet goals
• Deliver high-quality administrative services and support
• Maintain compliance standards with advisor processes
• Collaborate with team to contribute to local initiatives
• Assist with special projects and general coverage duties
Requirements:
• Post-secondary education in a relevant field
• Profic...
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