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Associate Solution Advisor Jobs in Calgary, AB (NOW HIRING)

Bits In Glass

Databricks Solution Architect

Calgary, AB · Remote

Advise on integrating Databricks with hyperscaler environments (AWS, Azure, GCP) and adjacent data ... Databricks GenAI Engineer Associate certification. * Exposure to enterprise engagement cycles and ...

Bits In Glass

Databricks Solution Architect

Calgary, AB · Remote

Advise on integrating Databricks with hyperscaler environments (AWS, Azure, GCP) and adjacent data ... Databricks GenAI Engineer Associate certification. * Exposure to enterprise engagement cycles and ...

CIBC US

Private Banking Associate

Calgary, AB · Hybrid

Service the financial needs of existing clients when the Private Banking Advisor is not available ... You engage with purpose to find the right solutions. You go the extra mile, because it's the right ...

Td

Customer Experience Associate

Calgary, AB · On-site

CA$22.50 - CA$28.33/hr

... Associate. We are expecting an all-around champion who can understand customer needs and advise ... Connect personally with customers to advise them appropriately and clearly on banking solutions and ...

Td

Customer Experience Associate

Calgary, AB · On-site

CA$22.50 - CA$28.33/hr

... Associate. We are expecting an all-around champion who can understand customer needs and advise ... Connect personally with customers to advise them appropriately and clearly on banking solutions and ...

Glentel

Sales Associate

Calgary, AB · On-site

CA$45K - CA$70K/yr

You have a passion for finding the right solutions for customers. * Connector: You're skilled at ... advise us if you need accommodation in order to participate in the recruitment process. Any ...

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All JobsAssociate Solution Advisor JobsAssociate Solution Advisor Jobs in Calgary, AB

Associate Solution Advisor information

What is an associate solution advisor?

An Associate Solution Advisor is an entry- to mid-level professional who works with clients to understand their business challenges and recommend suitable technology or process solutions. They typically assist in analyzing client needs, designing tailored strategies, and supporting the implementation of solutions. This role often requires strong communication, analytical, and problem-solving skills, and it is common in consulting and technology firms. Associate Solution Advisors frequently collaborate with both clients and internal teams to ensure successful project delivery.

What are the key skills and qualifications needed to thrive as an associate solution advisor?

To thrive as an Associate Solution Advisor, you need a solid understanding of business processes, analytical problem-solving abilities, and a relevant degree in business, IT, or a related field. Familiarity with CRM and ERP systems, data analysis tools, and potentially certifications like Salesforce or SAP are valuable. Strong communication, client management, and teamwork skills help you build trust and effectively address client needs. These competencies are crucial for delivering tailored solutions, driving client satisfaction, and supporting business growth.

How does an associate solution advisor typically collaborate with other departments within an organization?

As an Associate Solution Advisor, you will regularly collaborate with teams such as sales, technical consulting, and product management to deliver tailored solutions to clients. This role requires effective communication to understand client needs, align proposed solutions with business goals, and coordinate implementation efforts. Often, you will participate in meetings, provide input on solution design, and support sales teams with technical expertise. Building strong relationships across departments is essential to ensure seamless project delivery and client satisfaction.

What is the difference between Associate Solution Advisor vs Customer Support Specialist?

AspectAssociate Solution AdvisorCustomer Support Specialist
Required CredentialsBachelor's degree often preferred; technical knowledge beneficialHigh school diploma or equivalent; technical skills vary
Work EnvironmentCollaborative, client-facing, solution-orientedSupport center, call center, or online support
Employer & Industry UsageTech, software, consulting firmsIT services, telecom, retail
Common Search & ComparisonFocuses on solution selling and advisingFocuses on troubleshooting and issue resolution

The Associate Solution Advisor typically engages in advising clients on solutions, requiring technical knowledge and a consultative approach. In contrast, a Customer Support Specialist primarily handles troubleshooting and resolving customer issues. While both roles involve client interaction, the Associate Solution Advisor emphasizes proactive solution recommendations, whereas the Customer Support Specialist focuses on reactive support. Understanding these differences helps job seekers identify the right career path based on their skills and interests.

Associate Solution Advisor jobs near you

Advisor - Insurance & Estate Planning

Calgary, AB • On-site

Targeted Talent
Recruiting and Staffing Services • 11 - 50 employees
Learn more about Targeted Talentexternal

Full-time

Medical, Life

Re-posted 23 days ago

Job description

TITLE: Advisor, Insurance & Estate Planning
LOCATION: Calgary, AB
REPORTING: VP, Insurance & Estate Planning

JOB PURPOSE: Why does the role exist? 
The Advisor, Insurance & Estate Planning role works to develop life insurance sales with both licensed 
and non-licensed financial advisors. The Associate will have a passion for the life insurance industry 
specifically as it relates to both financial and advanced planning concepts. The Advisor, Insurance & 
Estate Planning will be responsible for policies and procedure, reporting, analysis and communication 
as it pertains to the firm’s insurance business. The role reports to the VP Insurance & Estate Planning.

KEY ACCOUNTABILITIES:
• Promotes and fosters a culture of compliance throughout the firm. 
• Promotes the firm’s brand, story and capabilities to our growing network of Integrated Advisory 
community.
• Demonstrates knowledge on the strategic use of life and health insurance.
• Builds and develops centers of influence.
• Promotes the firm to our Integrated Advisory community and network as an expert in the field 
of advanced life insurance applications.
• Demonstrated experience with tax, legal and continuity planning as it pertains to high net worth 
clients and their professional advisors.
• Implementation of life insurance strategies for high-net-worth individuals and their 
corporations, under the direction of the VP.
• Provides unambiguous, inspired leadership and sound management that establishes credibility 
and promotes a team culture.
• Develops and maintains relationships with the firm, senior team, their financial advisors and 
their clients.
• Reviews client situations and makes appropriate recommendations to financial advisors and/or 
their clients.
• Creates superior and unique client presentations and provides input on marketing strategies.
• Participates in the creation of new business submissions. delivering policies and conducting 
annual reviews.
• Attends conferences, seminars and workshops to advance skills and professional development.

CRITICAL PERFORMANCE AREAS
FIRM CONTRIBUTION
• Responsible for the achievement of annual sales objectives as set out for the Insurance & Estate 
Planning Division.
• Responsible for the identification, development, and implementation of strategies and initiatives 
to enhance sales opportunities. 
• Responsible to adhere to all compliance and regulatory requirements as set out by the firm and 
other regulatory bodies. 

CLIENT MANAGEMENT
• Relationship manager with our Integrated Advisory community.
• Works with the Team Lead, Insurance & Estate Planning to manage company's inforce block of 
business.

BUSINESS DEVELOPMENT
• Provides support to VP Insurance & Estate Planning 
• Partnering with our accounting partners, financial advisors and associates to provide planning 
solutions focusing on the strategic uses of insurance as a risk mitigation and planning tool. 
• Develops and maintains a strong center of influence to promote the company's business model.
• Attends and participates in presentations to prospective clients as required.

LEADERSHIP AND TEAM DEVELOPMENT
• Demonstrates, emphasizes, promotes and monitors professional and ethical conduct.
• Fosters an atmosphere of teamwork and cohesiveness.
• Assists in training, education and professional development for team members.

FINANCIAL & BUSINESS PERFORMANCE
• None.

FUNCTIONAL COMPETENCIES
• A love for the financial services industry, specifically insurance planning and a desire to grow 
in the field.
• Intermediate to advanced skill in Microsoft Office Suite, including MS Word and Excel, Outlook 
and PowerPoint.
• Excellent interpersonal and public speaking skills.
• Aptitude in decision-making and problem-solving.
• Excellent written and oral communication skills
• Excellent time management and organizational skills
• Detail oriented self-starter, able to jump in and learn quickly
• Life long learner
• Ability to embrace new opportunities and thrive in a fast paced constantly evolving 
environment
• Accountable to high level of client service with a focus on maintaining and building strong client 
relationships
• Results oriented with demonstrated flexibility
• Ability to offer effective and efficient service and solutions

QUALIFICATIONS
• College and/or University degree or equivalent.
• A minimum of 8-10 years experience in life insurance sales; appropriate combination of 
education and experience will be considered.
• Life and Accident, and Sickness licenses in good standing; familiarity with both life insurance 
and living benefit concepts.
• CFP and CLU designations required with an appetite for ongoing professional development.
• Proven track record in insurance sales including underwriting, and advanced planning.
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About Targeted Talent

Sourced by ZipRecruiter

Your single source for HR professional services, we offer job seekers specialized employment services, spanning contract, permanent positions, and project solutions for highly specialized and managerial level talent needs. Our team of specialized recruiters and consultants abilities extend far beyond resume or career counseling. With hundreds of collaborators strategically located throughout the country, our organization possess the local market knowledge and industry relationships that make successful geography-specific reach possible.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Vancouver, BC, CA

View All Targeted Talent Jobs