Retirement Client Relationship Lead

A financial services firm is seeking a Client Relationship Manager in Southwestern Ontario. This role involves maintaining client relationships, ensuring satisfaction, and adhering to service models in a dynamic work environment. The ideal candidate has over 5 years of experience in client relationship management, strong problem-solving, and communication...

Join to apply for the Client Relationship Manager role at Sun Life You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues – experts in their fields – who are eager to share their knowledge with you. Your leaders will inspire and...

A leading financial services company is seeking a Senior Education Consultant to empower clients through effective financial education and retirement planning. This role involves delivering expert education sessions and personalized consultations, enhancing client satisfaction and retention. Ideal candidates should have extensive experience in financial...

A leading financial services company is seeking a Senior Education Consultant to empower clients through effective financial education and retirement planning. This role involves delivering expert education sessions and personalized consultations, enhancing client satisfaction and retention. Ideal candidates should have extensive experience in financial...

A leading financial services company in Ontario is seeking a Senior Education Consultant to empower plan members through financial education. This role involves delivering engaging sessions and personalized consultations to help clients maximize their retirement benefits. The ideal candidate will have over 5 years of experience in financial planning, a...

A leading financial services company in Ontario is seeking a Senior Education Consultant to empower plan members through financial education. This role involves delivering engaging sessions and personalized consultations to help clients maximize their retirement benefits. The ideal candidate will have over 5 years of experience in financial planning, a...

At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact—for our clients, our communities, and each other. **Position Title**:...

A leading financial services firm is seeking an Investment Advisor to help clients reach their goals while building and managing a client base. The ideal candidate has 4-6 years of outbound sales experience, strong relationship-building skills, and a passion for financial planning. This role offers the autonomy to build a business while benefiting from the...

Senior Group Retirement Service Representative - Our client is a trusted leader in providing group benefits and retirement solutions. With over 40 years of industry experience, their mission is to empower clients through expert advice and innovative services. They are dedicated to nurturing a collaborative and supportive work environment. They are looking...

Senior Group Retirement Service Representative - Our client is a trusted leader in providing group benefits and retirement solutions. With over 40 years of industry experience, their mission is to empower clients through expert advice and innovative services. They are dedicated to nurturing a collaborative and supportive work environment. They are looking...