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Fintech • Insurance • Financial Services
Lead a team providing administration support for Group Benefits clients, ensuring quality service and continuous improvement in a fast-paced environment.
Fintech • Insurance • Financial Services
Provide bilingual (French/English) phone and email sales support to mortgage brokers, lenders, and internal sales teams. Set up and maintain broker and lender profiles, resolve escalations, assist with policy and compensation inquiries, deliver broker training, suggest process improvements, and collaborate across teams to support Mortgage Protection Plan processes and tools.
Fintech • Insurance • Financial Services
Serve as the MGA back-office coordinator for new and in-force insurance business: manage WealthServ tasks, review and process applications, order medical/underwriting requirements, handle shared mailbox communications, update policy and contract records, track SLAs, escalate complex issues, and maintain comprehensive case notes while supporting advisors and carriers to ensure accurate, timely policy processing.
Fintech • Insurance • Financial Services
Leads strategic vendor partnerships, contract negotiation and execution, third-party risk management, procurement initiatives, vendor performance tracking, and resolution of service disruptions. Partners with Procurement, Legal, Risk, Governance, business units, and vendors to optimize commercial outcomes, ensure compliance, manage KPIs and SLAs, and strengthen service delivery and accountability.
Fintech • Insurance • Financial Services
Owns email governance and channel strategy for advisor newsletters and web portal communications. Develops communication plans, writes and edits advisor-facing content, manages stakeholder reviews and approvals, and deploys campaigns through Salesforce Marketing Cloud or similar platforms. Monitors engagement metrics, supports reporting, ensures compliance and quality, and drives continuous improvement across communications channels.
Fintech • Insurance • Financial Services
Supports commercial mortgage underwriting, financial modeling, risk assessment, credit memos, portfolio monitoring, market research, governance, audit support, and Credit Committee reporting. The role analyzes borrower and property performance, identifies risks and mitigants, monitors loan exposures, maintains audit-ready documentation, and collaborates with origination, portfolio management, credit risk, senior management, and audit stakeholders across Canada and the United States.
Fintech • Insurance • Financial Services
Leads vendor contracting, strategic sourcing, third-party relationship management, vendor performance monitoring, risk compliance, and issue resolution. Negotiates contracts and coordinates RFIs, RFPs, MSAs, SOWs, amendments, and NDAs with Procurement, Legal, Risk, and business stakeholders. Tracks vendor KPIs and SLAs, conducts performance reviews, manages service disruptions, and drives corrective actions. Requires strong negotiation, communication, analytical, project management, and stakeholder relationship skills.
Fintech • Insurance • Financial Services
Develops Python-based performance analytics tools, Power BI reporting, SQL databases, and automated investment data workflows. Supports private markets performance measurement, attribution, fund valuation, client reporting, daily data validation, and compliance. Coordinates cross-functional automation initiatives involving Bloomberg PORT and Aladdin, while collaborating with investment, performance, valuation, and client reporting stakeholders. Requires finance or mathematics education, bilingual French and English communication, strong technical skills, and knowledge of private assets and fixed income.
Fintech • Insurance • Financial Services
Partner with large national clients to design and deliver member education and communications for group retirement plans. Manage client relationships, create multichannel education strategies, analyze engagement data, run projects and reporting, support RFPs, and optimize programs to drive participation and meet client objectives.
Fintech • Insurance • Financial Services
Serve as Chief of Staff and strategic partner to the AVP of Affinity Operations, driving strategy execution, performance management, governance, executive enablement, cross-functional coordination, and change communications. Lead business operating system activities including strategic planning, scorecards/dashboards, KPIs, governance routines, and stakeholder alignment to deliver measurable business outcomes.
Fintech • Insurance • Financial Services
Partners with business and technology teams to identify high-value AI opportunities, design and build AI-enabled workflow solutions, integrate LLMs and agent tooling with existing systems, and deploy them securely to production. Measures business outcomes, applies responsible-AI controls, documents solutions for ongoing ownership, develops reusable patterns, and coaches colleagues on practical AI adoption in regulated financial services environments.
Fintech • Insurance • Financial Services
Supports wealth advisors and mass-market sales teams through workflow management, administrative client requests, paperwork preparation, follow-ups, Salesforce activity tracking, and issue resolution. Maintains process records and service-level deadlines, coordinates with internal and external partners, handles non-advisory client communications, and identifies opportunities to improve workflows. The role does not provide financial advice or process transactions.
Fintech • Insurance • Financial Services
Lead product development from strategy through launch for investment products across retail, institutional, retirement, and wealth channels. Build business cases, coordinate cross-functional initiatives, monitor market and regulatory trends, support commercialization, and prepare governance materials and executive presentations. Focus includes public/private markets and emerging digital asset opportunities.
Fintech • Insurance • Financial Services
Manage client payroll and pre-authorized debit (PAD) files end-to-end: setup, schedule, quality-check, delivery, and inquiries. Build and upload PAD files, document custom client processes, and serve as subject-matter expert in client meetings.
Fintech • Insurance • Financial Services
The Process Transformation Consultant leads large-scale process improvements in Group Benefits Operations, driving measurable results through Lean Six Sigma methodologies and data-driven analysis.
Fintech • Insurance • Financial Services
Perform quality reviews of Group Benefits plan setups and amendments, report findings and trends, support audits (SOX/SOC), drive process improvements, provide training and post‑training support, and analyze data to reduce errors and rework.
Fintech • Insurance • Financial Services
Execute and optimize monthly and periodic billing processes for a diverse client portfolio. Perform quantitative validation, reconcile billing data, manage high-volume manual billing tasks, resolve system and upload errors, maintain trackers and distribution lists, support journal entries and PAD setups, and participate in system testing and training to improve billing operations.
Fintech • Insurance • Financial Services
Support CRM, reporting, campaign, and territory processes for Canadian retail wealth sales. Maintain and improve advisor, dealer, branch, product, territory, and campaign data; translate business questions into reports and CRM requirements; coordinate stakeholders, document business rules, and enable sales execution through accurate reporting and territory planning.
Fintech • Insurance • Financial Services
Lead and deliver multi-year business continuity and operational resilience programs as a 2nd-line risk oversight function. Maintain standards, KRIs and controls; design tools and processes; perform oversight of BIA/BCP activities; engage stakeholders, develop strategy, provide training, and report resilience posture to senior management and risk committees.
Fintech • Insurance • Financial Services
Lead client-specific payroll implementations, gather and translate requirements, validate file integrity, manage client and vendor relationships, participate in testing and project meetings, and provide payroll subject-matter expertise to ensure smooth transitions and client satisfaction.