Charles Lavergne Financial Solutions team is growing and looking for self-motivated individuals with strong customer service skills to take on the Service Associate (SA) role. SAs build trust and inspire confidence through exceptional service, one interaction at a time. As a SA you will provide service and administrative support to the Advisor. Candidates hired into this role by an Advisor will not have an employment or contractor relationship with Sun Life. Their services will be engaged exclusively by the Advisor.
Responsibilities In partnership with the Advisor, develop and execute on plan to meet client service and operational goals
Provide superior Client service in person, on the phone and by email
Participate in activities to support the advisor and their business development by creating prospecting lists
and outbound calls as required
Book and support meetings with Clients and prospective Clients
Gather client information before a sale and provide administrative assistance after a sale (e.g. form
Gather and compile production statistics/reports for advisor
Implement efficient procedures for the administration of Client files
Support the advisor in monitoring and responding to Head Office inquiries
Daily management of advisor social media tools
Support Client service commitment




Qualifications Completion of Life License Qualification Program (LLQP) and/or Investment Funds in Canada course and licensing/registration in place
Must be in good standing with applicable regulators
Previous experience in customer service, or other related fields
Bachelor’s degree in Business Administration, Communications or Marketing
Proven ability to work independently and competently handle multiple responsibilities, with a high degree of accuracy, in a fast-paced setting
Excellent written and verbal communication skills
Positive and professional demeanor
Strong relationship building and business development skills
Highly proficient use of Word, PowerPoint, Excel and Salesforce
Bilingual as required
Compensation Compensation will vary based on factors such as level of experience and industry network.
Disclaimers Candidates hired into this role by an Advisor will not have an employment or contractor relationship with Sun Life. All decisions with respect to an applicant’s candidacy will be made by the Advisor, and not by Sun Life. You must be at least 18 years old and be legally entitled to work in Canada to be considered for this role.

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📌 Service associate (Ontario)
🏢 Jobs In Temiskaming Shores
📍 Ontario