Financial Horizons Group Looking for Advisor Services – Commission Analyst (Remote Across Canada) at Mississauga, ON Full Time

As an Advisor Services – Commission Analyst , you will work closely with your teammates on the Compensation Services team (a quick note – this is an insurance and finance related team, not HR) to help ensure that the national team meets performance expectations and team objectives. This role reports to the Manager, Compensation Services – Advisor Support. Our company is DRIVEn (this is not a typo – it’s part of our values 🙂 ) by the amazing support we provide our industry leading advisors, often times treating them as we would our closest of friends!

Are you ready to be the next Advisor Services – Commission Analyst at the FH family? If yes, take a look at the list of general responsibilities below.

Note:

• This role is supported by a remote work arrangement
• This is NOT a contact/call centre role

What will you be doing in this role?

• Provide exceptional advisor support to our network of high performing advisors
• Focus on developing and maintaining positive advisor relationships
• Understand and respond to advisor inquiries in a professional and accurate manner
• Identify, research and find resolutions to commission issues in a timely manner, including reaching out to internal departments and life insurance companies for investigation, escalation and resolution
• Understand all aspects of advisor compensation at life insurance companies and a MGA and apply this knowledge to the job tasks as an Advisor Support analyst
• Provide compensation information and reports as required
• Provide training to internal and external partners on compensation reporting systems
• Provide analysis for service improvement
• Ability to meet the technological and confidentiality requirements of the role while working from home
• Perform any other duties as assigned

What qualifications are required?

• University degree or College diploma in a relevant field
• Fluent in English and French an asset

What competencies are required?

• Interpersonal skills
• Written and verbal communication skills, including the ability to communicate complex concepts in a clear and understandable manner
• Attention to detail
• Mathematical and reconciliation skills
• Proven analytical and problem solving abilities (critical thinking)
• Team player with a positive attitude
• Self-starter and self-motivated
• Ability to multi-task
• Pro-active, flexible, and have a sense of urgency
• Organizational, prioritization and time management skills
• Willingness to learn

What should your experience look like?

• Experience in a financial services back office
• Experience in a client focused environment
• Excel – Intermediate Plus
• Experience with investment business an asset

Benefits & Perks

As a member of the FH family you can expect a professional yet engaging, supportive and family like environment – our company started with 4 employees! An organization that lives and breathes its DRIVER values.

These are some of the benefits we provide:

• 3 weeks of paid vacation
• Excellent Group Benefits plan
• Group Retirement Plan with employer matching
• Flexible and supportive Personal Days for employee or family illness, emergency etc…
• 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?

Financial Horizons is the leading, national, Canadian-owned and operated Managing General Agency (MGA) that offers a comprehensive selection of life/health insurance, employee benefits, pensions, investments, structured settlements, and risk management products and services to advisors throughout Canada. We are headquartered in Kitchener, Ontario, and have a national presence with offices across the country. There is a lot more to us under the ‘Our Story’ section of our website, but we’re trying to keep it short here. 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! 🙂