Client Service Coordinator – Ameriprise Financial – Orlando, FL

Company: Ameriprise Financial

Location: Orlando, FL

Expected salary:

Job date: Fri, 27 Jun 2025 22:30:41 GMT

Job description:

Job Description: Administrative Support and Marketing Assistant

Position Overview:

We are seeking a detail-oriented and proactive Administrative Support and Marketing Assistant to join our team. This role is crucial for ensuring smooth operations within the branch, maintaining compliance record-keeping, and providing effective support for marketing and client acquisition events.

Key Responsibilities:

  • Administrative Support: Provide comprehensive administrative assistance to branch operations, including managing schedules, handling correspondence, and maintaining organized records.

  • Compliance Record Keeping: Ensure accurate and up-to-date compliance records are maintained, adhering to organizational protocols and industry standards.

  • Marketing Support: Assist in the planning and execution of marketing initiatives and client acquisition activities. This includes preparing promotional materials and coordinating communications.

  • Event Logistics: Take charge of the logistics for marketing and client acquisition events. Responsibilities include:

    • Coordinating venue selection and setup.
    • Managing RSVPs to ensure accurate attendance tracking.
    • Organizing supplies and materials needed for events.

  • Collaboration: Work closely with the marketing team to support ongoing campaigns and initiatives, contributing innovative ideas to enhance client engagement.

  • Reporting: Assist in preparing reports on event outcomes, client feedback, and overall effectiveness of marketing strategies.

Qualifications:

  • Proven experience in administrative support or a related field.
  • Strong organizational skills and attention to detail.
  • Excellent communication and interpersonal abilities.
  • Ability to manage multiple tasks and meet deadlines.
  • Proficiency in Microsoft Office Suite and other relevant software tools.

What We Offer:

  • A supportive work environment with opportunities for professional growth and development.
  • The chance to contribute to impactful marketing initiatives and client relationships.

If you are a motivated individual with a passion for administration and marketing, we encourage you to apply and join our dynamic team!

MealSuite – Senior Financial Analyst – Cambridge, ON

Company: MealSuite

Location: Cambridge, ON

Expected salary:

Job date: Sat, 28 Jun 2025 22:55:58 GMT

Job description: Senior Financial AnalystMealSuite, an Inc. 5000 Fastest-Growing Company, is a privately owned SaaS organization comprising 190+ team members across the globe, with hub locations in Cambridge, ON, Canada, Dallas, TX, USA, and Ho Chi Minh City, Vietnam. Our suite of end-to-end foodservice technology solutions helps professionals across healthcare and aging services streamline their operations, save time, reduce food waste, and meet regulatory requirements, so they can focus on what matters most: improving the quality of patient and resident care.We’re looking for our next dynamic Senior Financial Analyst to join our Finance team. Reporting to the Controller, you’ll be supporting day-to-day financial activities and ensuring the accuracy of our financial records.A day in the life as a Senior Financial Analyst:

  • Prepare and review journal entries – Assist in month-end and year-end close processes.
  • Perform account reconciliations – Ensure accuracy and compliance with accounting standards.
  • Support reporting requirements – Communicate with key partners monthly.
  • Collaborate with AP and AR – Ensure completeness and accuracy of transactions.
  • Support audit processes – Prepare working papers and supporting documentation.
  • Stay updated on accounting principles – Ensure compliance with Canadian and American regulations.
  • Maintain Internal Systems – Identify opportunities for process improvements and implement internal controls to safeguard financial assets
  • Assist in ad-hoc financial analysis – Support projects assigned by Finance leadership.

If the below describe your knowledge, experience, and character, this role could be for you:

  • I possess knowledge and experience in accounting principles and regulatory requirements (ASPE and GAAP).
  • I gained my knowledge through certifications, courses, or training and have over 5 years of direct experience in an accounting role.
  • I hold a CPA designation or am actively progressing toward it.
  • I have advanced proficiency in Excel.
  • I am experienced with QuickBooks, Salesforce, Certinia, or similar financial software.
  • I have exceptional attention to detail and organizational skills.
  • I thrive in an agile environment that promotes collaboration and communication.
  • I excel at working independently while maintaining reliability and accountability.
  • I enjoy being directly involved in projects and initiatives that offer continuous learning and leadership opportunities.

We know imposter syndrome can be REAL when applying for a new role, but please don’t let the confidence gap prevent you from taking a leap and applying for your dream job. Your future self will thank you!More to love about working at MealSuite:

  • We are passionate people that care about others. The heart of what we do comes down to our mission to deliver smiles and satisfaction to the continuum of care through an all-in-one foodservice management technology.

. * We’ve built a progressive culture that values teamwork and innovation. We listen to all voices and entrust team members with tasks that make a significant impact on the communities we serve.

  • We’re growing sustainably. A career with MealSuite offers the innovation and agility of a startup matched with the stability of an established company in a growing industry.
  • We take care of our employees too! Here are just a few of the great things we offer:
  • Unlimited paid time off – yeah, you read that right! We trust our employees to build their own version of balance so they can feel rejuvenated to bring their best every day.
  • Healthcare benefits – extended health, vision, dental, and paramedical coverage, critical illness, life and disability insurance, travel medical insurance, and access to Teladoc medical experts.
  • Hybrid flexibility – we value the collaboration, mentorship, and learning that come from physically working next to one another, as well as the benefits that remote work can offer.
  • Work-life balance – this is supported by the fact that more than 90% of current employees agree that their leader supports their wellbeing.
  • An inclusive workplace – women account for 53% of our employees and 58% of people leaders.
  • Participation in our equity program – we’d love for you to share in MealSuite’s success as we continue to grow!
  • Opportunities for career development and advancement – we support our employees in pursuing and achieving their professional goals.
  • Purposeful work with a positive community impact – more than 90% of our North American employees agree that the company’s purpose aligns with their personal values. Learn more about our values at

.This role will require you to work in our office located in Cambridge up to 2 days a week. More than an hour away from the office location? Apply anyway, and we can talk through your options!Have we got your attention? Great! Here’s what’s next:Apply today with your resume and answers to our application questions.We’ll start reviewing candidates within two weeks of this position being posted and will reach out to you if we’d like to get to know you a bit better. We often get hundreds of applications for our roles (we feel very honored that so many people are interested!) and try our best to get back to each person. If there’s a delay in our response, please don’t think we’ve forgotten about you. We may be taking our time to thoroughly review each candidateWe want to ensure that every qualified individual has an equal opportunity to work with us. If you require accommodation to our application process, please contact .

Canadian Nuclear Laboratories – Financial Analyst – Billings (15 Month Term) – Chalk River, ON

Company: Canadian Nuclear Laboratories

Location: Chalk River, ON

Expected salary:

Job date: Sun, 29 Jun 2025 06:06:24 GMT

Job description: Are you looking for a role that will challenge you? Can you see yourself preparing, verifying, approving, and expediting invoices? Do you like to respond to specific queries about financial accounts and provide supporting documentation? If you answered yes, then this may be the job for you! Our Chalk River location is looking for a Financial Analyst – Billings. Apply today!What will you be doing!

  • Being responsible for managing the Canadian Nuclear Laboratories (CNL) billing cycle for commercial and funding activities.
  • Preparing, verifying, approving, and expediting invoices for CNL customers in accordance with established requirements and conditions to ensure timely payment remittance.
  • Creating and/or modifying CNL commercial contracts and related terms, including setting up and maintaining labour and non-labour bill rate schedules and billing files.
  • Establishing and maintaining job files to ensure the integrity of all pertinent billing documentation in accordance with CNL policies and audit requirements.
  • Performing Oracle database updates by inputting all billable and non-billable contract information to ensure accurate tracking of costs and revenues associated with each job.
  • Being responsible for recognizing revenue based on contract terms for CNL projects and tracking work-in-progress balances.
  • Preparing, verifying, and reconciling receivables reports for management review and approval.
  • Preparing and maintaining weekly cash forecasts for Accounts Receivable and Disbursements to support management decision-making and financial planning.
  • Providing guidance to the cash receipts function in applying customer payments.
  • Liaising with customers to inquire about and collect overdue and/or short payments; resolving discrepancies and issues, and providing justification to managers to enable timely collection of payments.
  • Assisting internal and external customers and auditors by producing, analyzing, and investigating variances and providing assessments for ad hoc reports.
  • Responding to specific queries about financial accounts and providing supporting documentation as needed.
  • Performing month-end production activities such as cost and revenue accruals, revenue recognition, and account reconciliations to ensure proper revenue/cost allocations.
  • Providing training to new and/or junior staff in the use of the Oracle database; educating non-financial staff on financial topics such as accruals and reporting to ensure consistency and integration of information.
  • Other duties as assigned by your manager.

What we are looking for:

  • Education
  • College Diploma in business administration or related field.
  • Experience
  • Four to seven years of related experience.
  • Knowledge, Skills & Abilities
  • Understanding of Generally Accepted Accounting Principles (GAAP) to facilitate accurate invoicing, revenue recognition and accruals.
  • Knowledge of financial systems (specifically Oracle) to understand how different modules interact and to be able to query and research information.
  • Knowledge of Microsoft Office to be able to create spreadsheets, write e-mails, etc.
  • Collaboration and teamwork skills to maintain a healthy work environment.
  • Strong analytical and problem-solving skills paired with sound judgment.
  • Ability to remain focused on the integrity of information and awareness of impact in an ever-evolving environment.
  • Strong interpersonal, organizational and prioritization skills to be able to coordinate, prioritize and plan work within daily, weekly and monthly timeframes.
  • Security Clearance Eligibility Required

Reliability Status with Site Access Security Clearance (SASC), which has a minimum requirement of 3-5 years of verifiable history in Canada, Australia, New Zealand, the United States and/or the United Kingdom. CNL implements security screening in accordance with the Treasury Board of Canada Secretariat’s “Standard on Security Screening” and the “Policy on Government Security.”Why CNL?Does working with a team across Canada to advance nuclear science and technology for a clean and secure world speak to you? We’re reinventing ourselves to be the pacesetters so we can lead the charge in solving the problems that matter, like building the next generation of clean nuclear and hydrogen energy solutions, developing new and better-targeted cancer treatments, and continuing to lead the world in environmental remediation.We offer a complete total rewards package :

  • Paid time off (vacation, sick, floater & personal);
  • Benefits effective day one, that’s right, no waiting period;
  • Tuition support
  • and a pension!

Do Our Priorities Resonate with You?

  • Clean energy for today and tomorrow.
  • Restore and protect the Environment.
  • Contribute to the health of Canadians.

Location:CNL’s Chalk River laboratory is nestled in the Ottawa Valley and affords our employees an environmentally pristine area with extensive forests, hills, and numerous small lakes. These support a variety of wildlife typical to the southern edge of the Canadian Shield. Many surrounding towns, such as Pembroke, Petawawa, and Deep River, provide unparalleled outdoor adventures at your doorstep!CNL works with employees across Canada to enable a remote workforce where possible. Our work-from-home employees are provided with the equipment required to be successful: laptop, monitor, external keyboard and mouse, etc. Of course, we always love a visit to the site when possible!CNL is committed to providing an atmosphere free from barriers that promotes equity, diversity, and inclusion in achieving our mission. CNL welcomes and celebrates employees, stakeholders, and partners of all racial, cultural, and ethnic identities. Please read for more on our DE&I Commitment.CNL also supports a workplace environment and corporate culture built on our Core Values: Respect, Teamwork, Accountability, Safety, Integrity, and Excellence. These values encourage equitable employment practices and career prospects, including accommodations for all employees.CNL is committed to being an equal-opportunity employer. If you require accommodation measures during any phase of the hiring process, please indicate via our ATS when applying. All information received regarding accommodation requests will be kept confidential.The Chalk River Laboratories site is located on the unceded and unsurrendered territory of the Algonquin Anishinaabe people. As an organization, CNL recognizes and appreciates their historic connection to this place. CNL also recognizes the contributions that First Nations, Métis, Inuit and other Indigenous Peoples have made, both in shaping and strengthening this community in particular, and this province and country as a whole.#LI-REMOTE

Director, Group Retirement Services Marketing Strategy – Sun Life Financial – Toronto, ON – York, ON

Company: Sun Life Financial

Location: Toronto, ON – York, ON

Expected salary: $105000 – 180000 per year

Job date: Sun, 29 Jun 2025 04:55:23 GMT

Job description: 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 help you reach your potential and soar to new heights. Every day, you’ll have new and exciting opportunities to make life brighter for our Clients – who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.Job Description:We seek a digitally savvy leader with a growth mindset to drive the client-centric marketing strategy for our Group Retirement Services (GRS) business. This team will help deliver on Sun Life’s ambition of helping Canadians achieve lifetime financial security, as we help clients save for important life moments.The Director of Marketing Strategy for GRS is responsible for developing marketing strategies that deepen relationships with clients (“plan members”) and retain those transitioning from their workplace retirement savings plans.This role requires a strategic thinker with proven experience in digital channels, customer relationship management and in building go-to-market plans that drive business results. The ideal candidate will also have an understanding of the investments or retirement services market, strong leadership skills, and the ability to collaborate across a matrixed organization to achieve business objectives.Key Responsibilities:

  • Develop comprehensive marketing plans to promote the value proposition of our GRS offerings for plan members – with the goal of delivering a better experience for members and helping them save more for their important life goals.
  • Drive high velocity planning and execution cycles to generate relevant leads for both digital and human advice channels and adapt rapidly to competitor actions.
  • Leverage business priorities, segmentation & other data, channel planning, together with content creation & deployment capabilities to ensure delivery of relevant messaging in the right channel at the right time. Ensure value propositions are clear and concise for plan members.
  • Be the subject matter expert with solid understanding of personal and workplace investments, and how this experience fits in Sun Life’s larger client strategy.
  • Partner with Client Research & Insights team to understand root Client needs to align messaging, content and channel with target market that optimizes reach and maximize engagement
  • Analyze market trends and customer insights to inform marketing strategies, identify growth opportunities and develop optimal engagement journey paths by client segments. A/B test and iterate content to continually optimize both client and business outcomes.
  • Collaborate with business owners, product development, and other departments to ensure alignment of marketing efforts with business goals.
  • Work in partnership with Agile Delivery team on the creation of marketing materials, including digital content, collateral, and presentations.
  • Monitor and report on the performance of marketing activity, using data and trends to optimize future efforts.
  • Lead a team and work with cross-functional partners from the business, digital, data & technology and other marketing areas to deliver on these efforts
  • Ensure compliance with industry regulations and company policies in all marketing activities.

What will you need to succeed?

  • Bachelor’s degree in Marketing, Business, or a related field.
  • 10+ years of experience in marketing, with a focus on digital channels and in deepening relationships with existing clients.
  • Experience in financial services, specifically with personal or group investments.
  • Proven track record of developing and executing successful go-to-market plans, with the ability to quantify business impact of this work.
  • Proficiency in digital marketing tools and platforms; ability to analyze data and make informed decisions.
  • Strong leadership and team management experience.
  • Excellent communication and interpersonal skills.
  • Bias for action and creative problem solving, test and learn growth mindset, and analytics-based decision making.

As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only as the position includes managing both French and English-speaking staff (Quebec and outside Quebec) and providing daily support to the team.What’s in it for you?

  • Great Place to Work® Certified for Most Trusted Executive Team in Canada – 2025, 2024 and 2023
  • Great Place to Work® Certified for Best Workplaces in Canada – 2025
  • Canada Order of Excellence for Mental Health at Work® certification from Excellence Canada. Sun Life is one of only four companies in Canada to ever receive this certification – 2024
  • Top Work Places® for Remote Work – Monster Canada – 2024
  • Great Place to Work® Certified for Best Workplaces in Canada – 2024 and 2022
  • Great Place to Work® Certified for Best Workplaces for Women in Canada – 2024
  • Flexible hybrid work model. #LI-Hybrid
  • Pension, stock and savings programs to help build and enhance your future financial security
  • Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
  • A friendly, collaborative and inclusive culture
  • Be part of our continuous improvement journey in developing the next greatest digital enterprise experience.
  • Competitive salary and bonus structure influenced by market range data
  • The opportunity to move along a variety of career paths with amazing networking potential

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to .We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.Salary Range: 105,000/105 000 – 180,000/180 000Job Category: MarketingPosting End Date: 14/07/2025

The content describes a job opportunity for a Director of Marketing Strategy in the Group Retirement Services (GRS) business at Sun Life. The role emphasizes the importance of a unique background and integrates personal growth while working with experienced colleagues towards client-centric goals. Key responsibilities include developing marketing strategies to enhance client relationships, leveraging data for insights, collaborating across departments, and ensuring compliance with regulations.

Candidates should possess a Bachelor’s degree, 10+ years of marketing experience, particularly in digital channels and financial services, leadership skills, and proficiency in data analysis. Bilingualism is required for Quebec-based positions.

Sun Life offers a supportive work environment, flexible hybrid models, competitive salary, and various career development opportunities, highlighting a commitment to diversity, inclusion, and employee well-being.

Director, Group Retirement Services Marketing Strategy – Sun Life Financial – Toronto, ON – York, ON

Company: Sun Life Financial

Location: Toronto, ON – York, ON

Expected salary: $105000 – 180000 per year

Job date: Sun, 29 Jun 2025 02:12:57 GMT

Job description: 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 help you reach your potential and soar to new heights. Every day, you’ll have new and exciting opportunities to make life brighter for our Clients – who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.Job Description:We seek a digitally savvy leader with a growth mindset to drive the client-centric marketing strategy for our Group Retirement Services (GRS) business. This team will help deliver on Sun Life’s ambition of helping Canadians achieve lifetime financial security, as we help clients save for important life moments.The Director of Marketing Strategy for GRS is responsible for developing marketing strategies that deepen relationships with clients (“plan members”) and retain those transitioning from their workplace retirement savings plans.This role requires a strategic thinker with proven experience in digital channels, customer relationship management and in building go-to-market plans that drive business results. The ideal candidate will also have an understanding of the investments or retirement services market, strong leadership skills, and the ability to collaborate across a matrixed organization to achieve business objectives.Key Responsibilities:

  • Develop comprehensive marketing plans to promote the value proposition of our GRS offerings for plan members – with the goal of delivering a better experience for members and helping them save more for their important life goals.
  • Drive high velocity planning and execution cycles to generate relevant leads for both digital and human advice channels and adapt rapidly to competitor actions.
  • Leverage business priorities, segmentation & other data, channel planning, together with content creation & deployment capabilities to ensure delivery of relevant messaging in the right channel at the right time. Ensure value propositions are clear and concise for plan members.
  • Be the subject matter expert with solid understanding of personal and workplace investments, and how this experience fits in Sun Life’s larger client strategy.
  • Partner with Client Research & Insights team to understand root Client needs to align messaging, content and channel with target market that optimizes reach and maximize engagement
  • Analyze market trends and customer insights to inform marketing strategies, identify growth opportunities and develop optimal engagement journey paths by client segments. A/B test and iterate content to continually optimize both client and business outcomes.
  • Collaborate with business owners, product development, and other departments to ensure alignment of marketing efforts with business goals.
  • Work in partnership with Agile Delivery team on the creation of marketing materials, including digital content, collateral, and presentations.
  • Monitor and report on the performance of marketing activity, using data and trends to optimize future efforts.
  • Lead a team and work with cross-functional partners from the business, digital, data & technology and other marketing areas to deliver on these efforts
  • Ensure compliance with industry regulations and company policies in all marketing activities.

What will you need to succeed?

  • Bachelor’s degree in Marketing, Business, or a related field.
  • 10+ years of experience in marketing, with a focus on digital channels and in deepening relationships with existing clients.
  • Experience in financial services, specifically with personal or group investments.
  • Proven track record of developing and executing successful go-to-market plans, with the ability to quantify business impact of this work.
  • Proficiency in digital marketing tools and platforms; ability to analyze data and make informed decisions.
  • Strong leadership and team management experience.
  • Excellent communication and interpersonal skills.
  • Bias for action and creative problem solving, test and learn growth mindset, and analytics-based decision making.

As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only as the position includes managing both French and English-speaking staff (Quebec and outside Quebec) and providing daily support to the team.What’s in it for you?

  • Great Place to Work® Certified for Most Trusted Executive Team in Canada – 2025, 2024 and 2023
  • Great Place to Work® Certified for Best Workplaces in Canada – 2025
  • Canada Order of Excellence for Mental Health at Work® certification from Excellence Canada. Sun Life is one of only four companies in Canada to ever receive this certification – 2024
  • Top Work Places® for Remote Work – Monster Canada – 2024
  • Great Place to Work® Certified for Best Workplaces in Canada – 2024 and 2022
  • Great Place to Work® Certified for Best Workplaces for Women in Canada – 2024
  • Flexible hybrid work model. #LI-Hybrid
  • Pension, stock and savings programs to help build and enhance your future financial security
  • Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
  • A friendly, collaborative and inclusive culture
  • Be part of our continuous improvement journey in developing the next greatest digital enterprise experience.
  • Competitive salary and bonus structure influenced by market range data
  • The opportunity to move along a variety of career paths with amazing networking potential

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to .We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.Salary Range: 105,000/105 000 – 180,000/180 000Job Category: MarketingPosting End Date: 14/07/2025

The content describes a job opportunity for a Director of Marketing Strategy in Group Retirement Services (GRS) at Sun Life. The role aims to enhance client relationships and retention through effective marketing strategies. Key responsibilities include developing marketing plans, leveraging data for engagement, collaborating across departments, and ensuring compliance with regulations. Candidates should have at least 10 years of marketing experience, particularly in digital channels and the financial services sector, along with strong leadership skills.

Sun Life promotes a diverse and inclusive work environment, offering a flexible hybrid work model, competitive salary, and various employee benefits. The company prioritizes helping clients achieve financial security and emphasizes continuous improvement in its digital services. Bilingualism is required for Quebec applicants. The posting highlights the importance of submitting applications from diverse backgrounds and offers accommodations as needed. The salary range for the position is between CAD 105,000 and 180,000.

Data Analyst II – Digital Analytics – Intact Financial – Toronto, ON

Company: Intact Financial

Location: Toronto, ON

Expected salary:

Job date: Sun, 29 Jun 2025 03:32:17 GMT

Job description: Our employees are at the heart of everything we do. Together, we help people, businesses, and society prosper in good times and be resilient in bad times.Our employee promise represents Intact’s commitment to you in exchange for living our Values, striving to do your best work, being open to change and investing in your career. In return, we promise to provide support, opportunities and performance-led financial rewards at a workplace where you can shape the future, win as a team and grow with us.About the roleDo you have a passion for digital storytelling and a keen eye for understanding data?We’re looking for a Data Analyst II to join our Digital Analytics Team (Marketing). The ideal candidate will play a key role in driving data-driven decisions empowered by analyzing various data sources, developing impactful performance tracking reports and making recommendations to improve the performance of Intact’s web and app products and enhance the Customer Experience Research (CX-R) team digital initiatives.Work location: Toronto, ON (Hybrid, 2 days in office a week)What you’ll do here:Create and publish reports (i.e Adobe Analytics/CJA/Adobe Target, Hot Jar, Google Analytics/ GCP, Big Query, Power BI, Mobile Analytics, A/B testing, etc.)Monitor, identify, and analyze trends, explaining outliers and providing influential feedback related to results and productivity.Consolidate data from various sources, ensuring data is clean.Build and maintain an inventory of data and support the monitoring of KPIs.Proactively identify new data elements that may provide further insight into performance or business trends.Analyze and present information clearly and concisely to diverse audiences within the organization.Create and maintain effective documentation to assist in training and reinforcement of workflows & best practices, and to satisfy audit protocol.Conceptualize, develop, and implement technical solutions to meet the evolving needs of our partners.Work in collaboration with project team members, leading the development of new reports using PowerBI.Support with ad hoc reporting as new needs arise.Work closely with various teams involved in the CX-Rs digital initiatives to identify knowledge gaps and analysis needs.Analyze performance of our digital touchpoints on a regular basis using both quantitative and qualitative data sources.Collaborate with Design & Product teams to create and present ongoing performance reports, including appropriate recommendations for product optimization.What you bring to the table:Passionate for Data, and being Digital Performance DrivenBachelor’s degree in data-related field (i.e., Mathematics, Science, Statistics, AI, Computer Science, etc.), or any combination of equivalent education and experience3-5+ years of relevant work experience in Digital Marketing AnalyticsKnowledge of tracking implementation process and digital data collection tools (Adobe Launch, Google Analytics, etc.)Hands on experience in at least one web analytics tools (Adobe Analytics, Google Analytics, Amplitude)Knowledge of Python, R, SQL, JavaScript, Web Development (asset)Strong digital storytelling and presentation skillsStrategic and Innovative in using data to generate actionable insightsExcellent time management and organization skills, managing competing priorities to meet deadlinesStrong critical thinking and analytical skills with high attention to detailSelf-starter with a talent for understanding stakeholder needs.No Canadian work experience required however must be eligible to work in Canada.#LI-HybridWhat we offerOur hybrid work model provides the balance between working from home and enjoying meaningful in-person interactions.Working here means you’ll be empowered to be and do your best every day. Here is some of what you can expect as a permanent member of our team:A financial rewards program that recognizes your successAn industry leading Employee Share Purchase Plan; we match 50% of net shares purchasedAn extensive flex pension and benefits package, with access to virtual healthcareFlexible work arrangementsPossibility to purchase up to 5 extra days off per yearAn annual wellness account that promotes an active and healthy lifestyleAccess to tools and resources to support physical and mental health, embracing change and connecting with colleaguesA dynamic workplace learning ecosystem complete with learning journeys, interactive online content, and inspiring programsInclusive employee-led networks to educate, inspire, amplify voices, build relationships and provide development opportunitiesInspiring leaders and colleagues who will lift you up and help you growA Community Impact program, because what you care about is a part of what makes you different. And how you contribute to your community should be just as unique.We are an equal opportunity employerAt Intact, our Value of respect is founded on seeing diversity as a strength. We strive to create an accessible workplace where employees feel valued, included and encouraged to share their unique perspectives.We encourage applications from individuals who are members of equity-deserving groups, including but not limited to women, Indigenous peoples, persons with disabilities, Black people, and members of the 2SLGBTQI+ community.As part of Intact’s commitment to reconciliation, we acknowledge that we work, meet and travel across the land currently called Canada, originally inhabited by First Nations, Metis and Inuit people. This history extends through many centuries and continues to evolve today.We have policies to ensure equal access and participation for people with disabilities, including providing workplace adjustments (accommodations). A copy of applicable policies is available on request.If we can provide a specific adjustment to make the recruitment process more accessible for you, please let us know when we reach out about a job opportunity. We’ll work with you to meet your needs.If you are an employee of Intact or belairdirect, please apply for this role on Internal Career Site.

Summary

At Intact, employees are central to our mission of fostering prosperity and resilience for individuals and businesses. We promise to support and reward our employees while encouraging their growth and adaptability. We are currently seeking a Data Analyst II for our Digital Analytics Team. This role involves leveraging data to enhance our web and app products, analyze trends, and contribute to customer experience initiatives.

Key Responsibilities:

  • Generate and publish reports using various analytics tools like Adobe and Google Analytics.
  • Monitor performance trends and provide insights for improvement.
  • Consolidate and clean data from multiple sources, ensuring accuracy.
  • Collaborate with project teams and present actionable insights to diverse audiences.
  • Maintain documentation and identify new data opportunities.

Qualifications:

  • Bachelor’s degree in a data-related field and 3-5 years of digital marketing analytics experience.
  • Proficient in web analytics tools and knowledge of data collection processes.
  • Strong communication, critical thinking, and organizational skills.
  • Eligible to work in Canada.

What We Offer:

  • A hybrid work model and competitive financial rewards.
  • Flexible benefits and pension plans, with options for additional time off.
  • Access to wellness resources and professional development opportunities.
  • Commitment to diversity and inclusion, with support for equity-deserving groups.

We invite applications from diverse candidates and are dedicated to accommodating individual needs throughout the recruitment process. Those currently employed at Intact should apply through our Internal Career Site.

Business Development Associate, Wealth Management – BMO Financial Group – Toronto, ON

Company: BMO Financial Group

Location: Toronto, ON

Expected salary: $60000 – 111700 per year

Job date: Fri, 09 May 2025 23:31:22 GMT

Job description: Application Deadline: 06/28/2025Address: 100 King Street WestJob Family Group: Customer SolutionsProvides subject matter expertise in the design, development, management, and implementation of assigned projects from business case development through execution. Works across BMO to deliver specific project/program business results in alignment with overall group goals.

  • Creates innovative business development strategies to grow the business in collaboration with other BMO partners.
  • Contributes to the development of marketing and sales materials for new business opportunities.
  • Manages and creates high impact events to connect clients and provide thought-provoking growth-focused content enabling our business strategy.
  • Genuinely cares about client service and passionate about making a difference.
  • Provides communicational support including crafting content as needed. I.e.) Linkedin, internal channels, events, and programs.
  • Demonstrates a holistic OneBank/OneClient approach embedding best in class service to our clients and business groups.
  • Identifies short- and long-term value creation opportunities for target customer segments.
  • Develops, maintains, and executes a business plan to achieve client retention objectives.
  • Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
  • Provides advice and guidance to assigned business/group on implementation of solutions.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Helps determine business priorities and best sequence for execution of business/group strategy.
  • Conducts independent analysis and assessment to resolve strategic issues.
  • Ensures alignment between stakeholders.
  • Collaborates with internal and external stakeholders to meet business objectives.
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
  • Monitors and tracks performance, and addresses any issues.
  • Designs and produces regular and ad-hoc reports, and dashboards.
  • Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
  • Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
  • Provides input into the planning and implementation of operational programs.
  • Executes routine tasks (e.g. service requests, transactions, queries, etc.) in accordance with applicable service level agreements.
  • Acts as a relationship manager on assigned projects / programs to ensure alignment with overall enterprise and group goals.
  • Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
  • Participates in project / program design to provides advice and subject matter expertise that facilitates achievement of required business results.
  • Conducts analysis required to inform strategic business development recommendations, and considers the “big picture” to assess the advisability of a course of action toward meeting group and enterprise goals.
  • Collaborates with internal and external stakeholders to provide business context in the design, development, and implementation of business development programs and solutions.
  • May network with industry contacts to gather and identify competitive insights and best practices.
  • Breaks down strategic problems in business development, and analyses data and information to provide insights and recommendations.
  • Monitors and tracks performance, and addresses any issues.
  • Leads or supports change management activities to coordinate strategic business development initiatives across business / groups and support implementation logistics.
  • Leads or participates in implementation of strategic business development initiatives within the group and across BMO by partnering with various internal and external stakeholders; complexity of initiatives may vary, and usually involve multiple stakeholders across the enterprise.
  • Identifies enablers and key issues prior to and during implementation of strategic business development initiatives, and raises issues with stakeholders to resolve issues or risks that jeopardize delivery.
  • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently on a range of complex tasks, which may include unique situations.
  • Broader work or accountabilities may be assigned as needed.

Qualifications:

  • Typically between 2 – 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Solid knowledge of Lean process improvement methodology.
  • Working knowledge of process analysis and improvement tools.
  • Strong knowledge of the business unit’s transaction fulfillment procedures.
  • Advanced knowledge of process and/or project management.
  • Technical proficiency gained through education and/or business experience.
  • Verbal & written communication skills – In-depth.
  • Collaboration & team skills – In-depth.
  • Analytical and problem solving skills – In-depth.
  • Relationship building skills and the ability to earn trust – In-depth.
  • Strong digital capabilities and experience with CRM systems such as Salesforce are considered assets.
  • Self starter with a growth mindset.

Salary: $60,000.00 – $111,700.00Pay Type: SalariedThe above represents BMO Financial Group’s pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:About UsAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.To find out more visit us at .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Job Summary: Customer Solutions Specialist at BMO

Application Deadline: June 28, 2025
Location: 100 King Street West

Role Overview:

  • Provide expertise in project management from initial development to execution.
  • Collaborate across BMO to achieve project/program goals and innovative business strategies.
  • Develop marketing and sales materials while managing impactful events for client engagement.
  • Focus on client service and relationship management, ensuring alignment with enterprise priorities.
  • Conduct analyses to identify strategic opportunities, monitor performance, and manage change initiatives.

Key Responsibilities:

  • Design and execute business plans aimed at client retention and value creation.
  • Offer guidance on strategic solutions and collaborate with stakeholders.
  • Develop and maintain communication plans to drive behavior change.
  • Track progress and address issues related to performance and strategic initiatives.
  • Participate in project design and contribute insights to inform business development.

Qualifications:

  • 2-6 years of relevant experience with a degree in a related field.
  • Solid knowledge of Lean methodologies and process analysis.
  • Strong communication, analytical, collaboration, and relationship-building skills.
  • Proficiency in CRM systems like Salesforce is advantageous.

Compensation:

  • Salary range: $60,000 to $111,700, varying by location and experience.
  • Comprehensive benefits include health insurance, retirement plans, and tuition reimbursement.

Company Culture:
BMO values diversity, innovation, and positive change, aiming to support employees in their professional growth and impact.

Note: BMO prioritizes an inclusive work environment and accommodates requests during the hiring process. Unsolicited resumes from recruiters will not be accepted.

Vaco – Senior Financial Analyst (REMOTE) – Markham, ON

Company: Vaco

Location: Markham, ON

Expected salary: $90000 – 100000 per year

Job date: Tue, 24 Jun 2025 02:37:11 GMT

Job description: About the Company?Our client is a health care organization. They are looking for a Senior Financial Analyst?who will be responsible for key support to the financial management team by processing and analyzing financial data to support effective financial decision-making across the organization.Why Work Here?Remote opportunity!Great employee benefits and perksOpportunity for exposure across the company, room to learn grow within the team!About the Opportunity?Accountable for?controllership?function for?monthly, quarterly and annual financial reporting??Coordinate, consult and?collaborate to support year-end audit activities, including audit?Oversee tax and other legislation compliance in all reporting jurisdictions?including various?regulatory filings?Responsible for overseeing the day-to-day accounting transactions, as well as cash flow management?Support development of annual plans/budgets and forecasts??Assist?in gathering and evaluating business requirements on financial projects??Develop and improve various financial reports?and KPIs?Analyze financial data such as costing, unit analysis and performance statistics??Informs department leaders of trends, issues and/or opportunities identified via analysis of key financial and operational data?Support initiatives for improving internal controls and processes??Identify issues and work closely with cross-functional teams to find solutions.??Respond to financial requests and inquiries from various business areasAbout You?CPA?designation4+ years of Financial Reporting experienceASPE experienceExperience in public accounting preferredExposure to Canadian?tax would be?an asset??Salary Range?$90,000 – $100,000/year?How to Apply?Click the “Apply Now” button and follow the instructions to submit your resume. Please know that we only accept documents in MS Word or Rich Text formats.??When referencing this job, quote #449533?You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity. A recruiter will be in touch with you if your profile meets our client’s requirements for this role.?

Customer Service Representative – BMO Financial Group – Lower Sackville, NS

Company: BMO Financial Group

Location: Lower Sackville, NS

Expected salary: $33850 – 43500 per year

Job date: Sun, 22 Jun 2025 04:12:18 GMT

Job description: on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. Reviews customer profiles… branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing…

BMO focuses on enhancing customer convenience by offering various digital and self-serve banking options. The approach emphasizes ease, simplicity, and speed in transactions. The strategy involves reviewing customer profiles, leveraging insights from branch and market teams, and understanding individual banking and credit card needs. This tailored integration aims to streamline marketing efforts and deliver a more personalized banking experience.

I’m unable to access external websites directly. However, if you provide the job title and key details from the job listing, I can help you craft a job description based on that information!

Broadridge Financial Solutions – Regulatory Implementation Project Lead (CONTRACT) REMOTE – Toronto, ON

Company: Broadridge Financial Solutions

Location: Toronto, ON

Expected salary:

Job date: Fri, 27 Jun 2025 02:11:06 GMT

Job description: At Broadridge, we’ve built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.Broadridge is Growing! We are seeking a Regulatory Implementation Project Lead to join our stellar team in Canada. The successful candidate manages all aspects of diverse projects which require technical knowledge and expertise using project management tools as appropriate. Draws upon technical knowledge in engineering, and a diverse amount of expertise in managing projects in a multi-disciplinary environment. Establishes milestones and monitors adherence to master plans and schedules, identifies program problems and obtains solutions, such as allocation of resources or changing contractual specifications.Work-Mode: This is a remote role where you will work off-site. Travel is limited and generally used for team learning and collaboration meetings.Job Responsibilities:

  • Navigating complex technical dependencies across workstreams, resolving conflicts and removing obstacles, driving deliverables to regulatory deadlines
  • Tracking of overall integration deliverables/status, risks, and issues, across 25+ client work streams, through close collaboration with each of the workstream leads
  • Leading weekly meetings with workstream leads to monitor progress and resolve issues
  • Creation of overall integration program dashboard for weekly meetings and monthly Executive Steering Committee meetings
  • Defining and executing on processes & deliverables for the integration program management office
  • Potentially leading certain integration workstreams
  • This is a client facing role

Qualifications:

  • Preferably someone with at least 10 years of technical project management experience with large, complex initiatives that involve multiple senior stakeholders
  • Experience with regulatory implementation projects
  • Strong organization and presentation skills is a must.

#LI-REMOTE#LI-MR1We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.