Bilingual (Fr/En) Regional Sales Coordinator (Montreal, Quebec, CA)

Permanent Full Time 

-

Advice Canada is our dedicated, coast-to-coast support team, committed to helping independent advisors and their business succeed.

As the advisor sales support team for Financial Horizons and Quadrus Investment Services Ltd., Advice Canada brings together local relationship managers and with the robust value proposition of a leading Canadian MGA and leading Mutual Fund Dealer to deliver high-quality, personalized service.

We say to advisors “Your goals are our goals”. That’s why our local Advice Canada relationship managers take the time to understand each advisor’s business and connects them with the right experts, solutions, and opportunities. Backed by Financial Horizons’ commitment to independent, carrier-agnostic advice, we provide access to leading insurance and wealth solutions across all major carriers—ensuring advisor’s business and their clients’ needs are always met with best-in-class support.

The Regional Sales Coordinator (RSC) supports the regional sales team by coordinating events and providing administrative and operational support to the field. The role is responsible for driving participation in regional initiatives and ensuring the smooth execution of events and campaigns.

Acting as a key point of coordination across teams, the RSC contributes to the effectiveness of the sales organization by supporting engagement, communication, and operational excellence. The role can be advisor-facing and plays a critical part in building strong connections across the region.

What you will do

• Provide end-to-end logistical and administrative support for regional events, including coordination with internal teams, carriers, and external vendors for both in-person and virtual formats. This includes managing invitations, tracking attendance, and driving participation through proactive follow-ups
• Support the execution of national sales campaigns and company initiatives, including the rollout of new tools and programs, while ensuring strong engagement at the regional level
• Collaborate with distribution and national events teams to organize regional and local initiatives such as Regional Summits and carrier-sponsored events, ensuring consistency and quality of delivery
• Manage advisor communications across the region, including event promotions, campaign updates, carrier communications, and contests, contributing to ongoing advisor engagement
• Track marketing allowances by region and carrier, monitor event-related expenses, and maintain accurate records to support budget oversight
• Provide ongoing administrative and operational support to the field team, including onboarding and offboarding activities, maintaining distribution lists, and providing backup support when needed
• Liaise with internal stakeholders such as compliance to ensure CE credits are processed and follow up as required

What you will bring

• Bilingualism (fluent in French and English) required, as the position will regularly serve our clients with English and French-speaking need
• Post-secondary education or equivalent experience in insurance, financial services, or a related field, along with a solid understanding of how a sales organization operates
• Strong interpersonal and communication skills, with the ability to build relationships, influence stakeholders, and collaborate effectively across multiple teams
• A proactive and adaptable mindset, with the ability to manage competing priorities in a fast-paced, high-performance environment
• Strong organizational skills and attention to detail, with the ability to coordinate multiple initiatives simultaneously while maintaining a high standard of execution
• Comfort working both independently and as part of a team, with a customer-focused and solutions-oriented approach
• Proficiency with Microsoft Office tools (PowerPoint, Excel, Teams) and familiarity with CRM and collaboration tools such as Salesforce or Workspace
• A commitment to continuous learning and staying current on industry trends, tools, and product updates

This position will be located in the Montreal head office.

-

The base salary for this position is between $50,900 - $76,400 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.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life 

We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.  

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you! 

What we offer:  

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member: 

• 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.  

Learn more about Canada Life.  

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact  [email protected]. 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. 

#LI-Hybrid