Appointment Coordinator

  • Focus Financial Solutions
  • Suite 350 1305 Riverbend Rd, London, ON, Canada
  • Apr 26, 2023
Financial Services

Job Description

What Will You be Doing?
This role will be based out of our London office in West 5 and will attract customer service oriented individuals whose warmth and welcoming nature shine through even in email and phone correspondence.

As one of two Appointment Coordinators at Focus Financial, you will in most cases be the first point of contact for clients in the appointment booking process. You will implement our client outreach initiatives and be directly responsible for the number of appointments our advisors hold each week. Using our database to determine daily and weekly contacts needing to be made, you will call or email clients to coordinate the best time for them to meet with their advisor. While most contacts will be for existing clients, there will be times you are contacting a lead assigned to us by Sun Life. We do not cold call.

Your responsibilities, for which you will receive training, will include but are not limited to the following:
  • Incoming/outgoing calls and emails to schedule appointments between existing clients or qualified leads and their financial advisor. No cold calling.
  • Managing Outlook calendars and Mail
  • Using list views in our database, Salesforce, to determine daily tasks and update their status accordingly.
  • Updating Salesforce with records of client conversations and following all team Salesforce processes
  • Confirming Next Day's appointments and rescheduling as needed
  • Contacting Sun Life leads to assess appointment need and booking them when appropriate. 
  • Running client outreach initiatives such as mailouts, email blasts and client activation projects 
  • Providing absence backup assistance to other team members, particularly front reception.
  • Filing—both hardcopy and electronic.
  • Maintaining professional business conduct/ confidentiality at all times; completing annual Sun Life Financial compliance courses and any additional training that comes out throughout the year.

Key Attributes We're Looking For
  • You're eager to learn and can handle detailed processes with accuracy after training.
  • You can speak and write/type with correct grammar, poise, and professionalism and your intended meaning is not often mistook.
  • You like being part of a team-- we do puzzles, have social gatherings, go out to eat, etc and would love for you to join us.
  • You're comfortable with computers, specifically PCs and Microsoft Office programs.
  • You're punctual, reliable, trustworthy.

 The Fine Details
  • While you will be employed by Focus Financial Solutions Inc., you must successfully complete Sun Life’s credit and criminal backcheck and selection paperwork in order to secure this position. This is because we are contracted with Sun Life Financial, work with their clients and have access to their systems.
  • $36,000-$40,000/year dependent on experience and qualifications (37.5 hour work week)
  • 6% vacation accrual (3 weeks per calendar year)
  • Benefit plan (health & dental) after 3 months’ full-time employment
  • Group RSP or TFSA with 2% matching after 1 year of full-time employment
  • Mon-Thurs in office 9-5. Fridays remote 9-5, provided our Work from Home policy can be followed.

Who are We?

We are a team of 16 across 4 office locations—London, Strathroy, St. Thomas and Petrolia-- using a personalized approach to coach clients in planning for lifetime financial security—for themselves, their families, and their businesses.

While we are contracted with Sun Life, we have self-branded as Focus Financial Solutions Inc. This allows us the best of both worlds: As a reputable brand that has stood the test of time, Sun Life offers phenomenal products, tools and programming. While, as Focus Financial, we have set ourselves apart from other advisor businesses with our personalized approach, the experience and skillset we bring to the table, how we thrive on embracing change, and how we recognize each member of our team as an expert in their field.

We provide life and health insurance, investment, and group benefits solutions as well as financial planning services. At our core, we believe in providing exceptional service experiences based on quality, long-term relationships and an in-depth understanding of what is important to each individual client.

Why Work Here?

This long-term, relationship-focused approach to client service is also evident in how we operate as an employer. At Focus Financial, the team is warm, welcoming and friendly. Strong work ethic and quality output is the expectation, but we have a lot of fun doing it and make time for several social functions throughout the year. We value and appreciate each employee and the contributions they make daily as experts on our team, and we encourage continuing education, questions, and collaborative problem-solving all of which only make our team stronger.

How to Apply?
  • Email your resumé to with an explanation within the email as to why you believe you're the one for this role. 
  • Candidates selected for our interview process will receive a reply to meet over Zoom for an initial screening interview. 
  • Upon successful completion of the screening interview you will be invited to our London location for an in-person interview and also do a meet & greet with current team members.
  • Finally, a phone follow-up to the in-person meeting will be conducted.
  • Decision will be made and offer presented. Any offers accepted are contingent on the successful completion of a credit and criminal backcheck and Sun Life's contracting process.