Digital Marketing Consultant – Sun Life Financial – Toronto, ON – York, ON

Company: Sun Life Financial

Location: Toronto, ON – York, ON

Expected salary: $58000 – 97000 per year

Job date: Fri, 23 May 2025 04:40:31 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:As a Digital Advisor Marketing Consultant, you are the main contact for Sun Life Financial Distribution (SLFD) best advisors and you develop personalized marketing strategies and coach advisors with their marketing to help meet their business goals. You will work daily with advisors across Canada, to understand their value proposition, target audience and business objectives and help them excel in their marketing and sales efforts.The Digital Advisor Marketing Consultant provides tailored and expedited service to our best Sun Life advisors to help differentiate their businesses and their personal brands from the mass market. You will coach advisors to help use the marketing assets & capabilities to drive leads, sales & engagement. You will develop individual marketing plans and share effective strategies with advisors to reach their target markets and measure their results. Where necessary, the Digital Advisor Marketing Consultant provides refers the advisor to recommended vendors to fulfill all aspects of their marketing plan and helps to oversee the development and internal approval processes associated with the work.The Digital Advisor Marketing Consultant is responsible for defining and meeting timelines that reflect the needs driving each advisor’s marketing and sales objectives and ensuring all materials meet brand guidelines, as well as legal and compliance requirements. The candidate is someone who is self-motivated and able to work both independently and collaboratively to deliver on all aspects of an advisors’ marketing needs. They like to work in consultation mode with Clients, are resilient, enjoy delivering presentations, have good communication and organization skills and are well-versed in digital marketing best practices.The Digital Advisor Marketing Consultant reports to the Director, Digital Marketing Services, Advisor Sales Support. The Advisor Sales Support team delivers customized, bespoke marketing initiatives at the regional, team and individual advisor levels. The team is accountable to define and deliver marketing programs that effectively position Sun Life advisors’ distinctive value propositions for target clients and drive leads, sales and Client engagement.What will you do?

  • Advisor consultation: work 1:1 with advisors to analyze or build their individual marketing plans and coach them on marketing assets & capabilities
  • Enhance our communication and activation capabilities to amplify the awareness and usage of our services by advisors and staff.
  • Build relationships with advisors and business partners, prioritize and scale customized initiatives. Gather feedback to refine and improve.
  • Provide strategic recommendations that support the individual needs of the best advisors & clients
  • Champion innovation supporting the advisor experience, ensuring we are delivering enhanced value by anticipating and meeting their needs to support clients.
  • Deliver presentations to various audiences as they relate to the advisor program (i.e. field leader meetings, program events, regional events)
  • Continuously identify opportunities to create additional value, generate new ideas and creative solutions that help advisors grow and manage their practice.
  • Reporting and analysis: provide metrics and analysis on marketing plan performance, Client engagement, lead generation & sales.

What do you need to succeed?

  • Post-secondary education, and 3-5 years of experience in the fields of marketing, social media, business, or communications
  • Previous experience in an account management role
  • Digital Marketing knowledge to coach advisors on how to maximize their digital presence to drive results
  • Excellent interpersonal skills: must be able to consult, influence and negotiate with people from diverse backgrounds and levels throughout the organization
  • Excellent communication skills with an ability to build relationships with advisors, team members and business partners
  • General business literacy and an understanding of financial services
  • Strong writing, proofreading and editing skills
  • Strong organizational skills and attention to detail
  • Be a leader and a self-starter
  • Ability to identify opportunities to link projects, initiatives or promotions together
  • Exhibit strong leadership skills by driving for action, managing complexity and generating innovative solutions
  • Ability to embrace change and adapt to constantly evolving business priorities
  • Ability to work independently and to exercise sound judgment
  • Demonstrated business acumen and ability to translate knowledge of audience insights into marketing strategies

What’s in it for you?

  • We’re proud to be a Best Workplace for Hybrid Work by Great Place to Work® Canada
  • Be part of our continuous improvement journey in developing the next greatest digital enterprise experience that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
  • Flexible Benefits from the day you join to meet the needs of you and your family.
  • Pension, stock and savings programs to help build and enhance your future financial security.

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 .At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible 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: 58,000/58 000 – 97,000/97 000Job Category: MarketingPosting End Date: 30/05/2025

Summary:

The position of Digital Advisor Marketing Consultant at Sun Life Financial involves working closely with top advisors across Canada to develop personalized marketing strategies that align with their business goals. The role focuses on coaching advisors in marketing and sales, utilizing digital marketing best practices, and ensuring compliance with brand guidelines.

Key responsibilities include conducting one-on-one consultations with advisors, enhancing communication strategies, building relationships, providing strategic marketing recommendations, delivering presentations, and analyzing performance metrics. The candidate should possess 3-5 years of relevant experience, strong interpersonal and communication skills, digital marketing knowledge, and the ability to work independently and collaboratively.

Sun Life promotes a diverse and inclusive workplace and offers flexible benefits, pension plans, and opportunities for continuous improvement and personal growth. The salary range for the position is between $58,000 and $97,000, with additional incentive plans based on performance. Applications from individuals of diverse backgrounds are encouraged.

Financial Analyst, Retail Investments – Colliers International – Orlando, FL

Company: Colliers International

Location: Orlando, FL

Expected salary:

Job date: Sun, 25 May 2025 06:41:20 GMT

Job description:

Job Title: Marketing & Client Relations Specialist

Job Description:

We are seeking a motivated and detail-oriented Marketing & Client Relations Specialist to join our dynamic team. In this role, you will be instrumental in preparing memorandums, facilitating marketing efforts, and managing offer negotiations. You will also coordinate client meetings and events, ensuring a seamless experience for all stakeholders involved.

Key Responsibilities:

  • Prepare comprehensive memorandums to effectively communicate transaction details and value propositions.
  • Develop and execute strategic marketing plans to promote our offerings and enhance visibility in the market.
  • Engage in offer negotiations, representing the company’s interests while fostering positive relationships with clients.
  • Organize and manage client meetings and events, ensuring all logistics are handled and objectives are met.
  • Actively participate in the due diligence process, providing critical input and documentation to support each transaction.
  • Serve as the driving force in the marketing and closing processes, ensuring timely and efficient execution.

What Success Looks Like:

  • Successful preparation and delivery of impactful marketing materials and memorandums that resonate with stakeholders.
  • Effective negotiation strategies that lead to favorable outcomes for the company while maintaining robust client relationships.
  • Exceptional client satisfaction through well-executed meetings and events that foster trust and collaboration.
  • Ability to navigate the due diligence process with thoroughness and precision, contributing to successful transaction closings.

If you are passionate about marketing, client relations, and driving successful transactions, we would love to hear from you!

Postmedia – Columnist — Financial Post – Toronto, ON

Company: Postmedia

Location: Toronto, ON

Expected salary:

Job date: Sun, 25 May 2025 06:54:33 GMT

Job description: Position: Columnist — Financial PostPosition Type: Full time, PermanentReports to: Editor-in-ChiefDivision: The Financial PostLocation: Toronto (Remote)The Company:Postmedia is a Canadian news media company representing more than 130 brands across multiple print, online and mobile platforms. Award-winning journalists and innovative product development teams bring engaging content to millions of people every week whenever and wherever they want it.This exceptional content, reach and scope offers advertisers and marketers compelling solutions to effectively reach target audiences. We are always on the lookout for talented individuals to join our team.The Financial Post is Canada’s leading business news brand and serves the National Post and other Postmedia properties, including the Vancouver Sun, Calgary Herald, Edmonton Journal, Ottawa Citizen and Montreal Gazette.The Opportunity:The Financial Post is hiring a columnist to bring a lively and informed perspective to our coverage of the Canadian economy. Reporting to the Editor-in-Chief, you’ll weigh in regularly on the biggest financial topics of the day, producing a combination of fact-based journalism and thought-provoking opinion that enlightens and entertains.What you’ll do:Write a regular column that helps our readers understand the most pressing financial and economic issues of the day, especially those that affect their pocketbooksProvide reporting support when breaking news requiresProvide guidance and support to other reporters in the newsroom, as neededWho you are:You have 10+ years of reporting and/or opinion writing experience in a daily newsroom, preferably in business journalismYou have a demonstrated ability to write engaging commentaryYou are familiar with the business, economics and personal finance topics that are most important to CanadiansYou have a knack for generating thought-provoking angles that go beyond the headlines of the day and journalistic clichésYou have a strong writing voice and a deep desire to help readers understand not just what happened, but why it’s important and what they should think about itYou are used to a daily newsroom environment and the need to react quickly and hit tight deadlinesIf you are interested in this position, please apply with a cover letter, resumé and links to recent work.We thank in advance all applicants for their interest, however only those candidates under consideration will be contacted. Only candidates legally eligible to work in Canada will be considered. No phone calls or agencies please.Postmedia Network Inc. is committed to providing accommodations for people with disabilities in all areas of the hiring process. If you require accommodation during the hiring process, please make your needs known in advance. Accommodation requests will be provided on an individual basis.Postmedia Network Inc. is committed to employment equity and an inclusive barrier-free selection process and work environment. Postmedia Network Inc. encourages applications from women, indigenous peoples, persons with disabilities and members of visible minorities.

Financial Analyst II – Seaspan – North Vancouver, BC

Company: Seaspan

Location: North Vancouver, BC

Job description: Finance department of Seaspan Marine Group. The Financial Analyst will work closely with the Senior Manager, Finance… with managing and coordinating the annual budget, monthly forecasting, and collaborative project review processes. The Financial…
The Finance department at Seaspan Marine Group is seeking a Financial Analyst to assist the Senior Manager in managing the annual budget, monthly forecasts, and collaborative project reviews. The role involves close coordination and support in financial planning processes.
I’m unable to access external websites, but I can help you create a job description if you provide me with the relevant details or key points you’d like to include!

Expected salary: $81000 – 99000 per year

Job date: Sun, 25 May 2025 00:54:19 GMT

Financial Service Representative II – CIBC – Toronto, ON

Company: CIBC

Location: Toronto, ON

Expected salary:

Job date: Thu, 22 May 2025 23:05:40 GMT

Job description: We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.To learn more about CIBC, please visitWhat you’ll be doingAs a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance.At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.How you’ll succeed

  • Client engagement – Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals.
  • Relationship building – Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
  • Leveraging technology – Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Who you are

  • You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
  • You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
  • You know that details matter. You notice things that others don’t. Your critical thinking skills help to inform your decision making.
  • You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
  • You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.
  • You’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
  • You can demonstrate 1 year experience in working with clients and achieving sales results. It’s an asset if you have prior banking experience in a similar capacity.
  • Values matter to you. You bring your real self to work and you live our values – trust, teamwork, and accountability.

What CIBC OffersAt CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.*Subject to plan and program terms and conditionsWhat you need to knowCIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contactYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.Job Location Toronto-One Toronto StreetEmployment Type RegularWeekly Hours 37.5Skills Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented

CIBC is developing a relationship-oriented bank aimed at modern clients and is seeking passionate professionals to join their Personal and Business Banking team. As a Financial Services Representative, you will engage with clients to understand their financial goals and provide tailored advice and solutions. Your role requires working flexible hours, including evenings and weekends, and potentially at multiple locations.

Success in this position entails excellent client engagement, relationship building, and leveraging technology, such as mobile banking applications. CIBC values candidates who prioritize client needs, are goal-oriented, detail-oriented, and passionate about building relationships. A current Mutual Funds License and at least one year of client-facing experience are required.

CIBC offers a supportive work environment, competitive salaries, a benefits program, and opportunities for personal growth. The company emphasizes inclusivity and provides accommodations for applicants as needed. The job is located in Toronto and involves a regular work schedule of 37.5 hours per week.

Production Manager (13-month contract) – Mackenzie Financial Corporation – Toronto, ON

Company: Mackenzie Financial Corporation

Location: Toronto, ON

Expected salary:

Job date: Fri, 23 May 2025 23:23:50 GMT

Job description: Job Description:Grade: P7Division: IGM-MarketingIGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.At Mackenzie Investments You Can Build Your Career with Confidence.We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and centre.Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.Mackenzie Investments is a diverse workplace committed to doing business inclusively – this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.IGM Financial Inc. is currently looking for a creative, thoughtful, idea-driven Production Manager to join our Marketing Services and Operations department located in Toronto. The department is responsible for best-in-class digital, print and video materials that support and elevate the brands within the organization along with shared operational services including translation, financial governance, marketing projects and traffic and media buying.The ideal candidate is a nimble and agile complex problem solver, a committed collaborator, and an analytical thinker, with a strong project management and production skills. Possess advanced knowledge of Production and Project Management skillsets. Break down of work will be:60-70% Tier 1 and Tier 2 work and 30-40% Tier 3 work.From kick-off to final approval, you’ll be working alongside a team of talented designers, writers, video producers and marketing managers, to help bring IGMs stable of brands (Investors Group, Mackenzie Investments and IGM Financial) to life across all media. This role calls for a self-motivated, highly organized individual who can prioritize a variety of projects on tight timelines. You must also have a strong and articulate point of view and be flexible when working alongside internal client-partners across multiple lines of business, to review and revise work. The mandate is to provide outstanding project management, problem solving and client communication skills to deliver on-target, on-time, on-budget and on-brand complex initiatives.Responsibilities include:

  • Manage the execution of projects initiated through Production, through the development of workback schedules, resource management (assigning work based on capacity and skillset), and prioritization. This involves multi-faceted coordination to ensure timing needs of the designers, writing, translation, planning & strategy, compliance, and digital, are met. This work is the foundation for each project and is heavily impacted by effective negotiation to ensure workloads are balanced, and individual project needs are met.
  • PM is responsible for managing and overseeing the development of all aspects of owned and paid campaigns, including concept design, creative production and delivery (including media trafficking).
  • Lead creative presentation and briefing meetings, often presenting to senior Marketing leaders.
  • Right size each request by ensuring absolute clarity on each job to deliver in the most effective way.
  • Initiate and lead creative briefing meetings, to ensure everyone is aligned to the deliverables and timelines.
  • Ensure projects and information move between designers, planning & strategy, editorial, digital, translation and the rest of Production in a timely fashion, and are recorded on project tracking software (by each team member)
  • Follow up on key dates to create accountability and ensure that projects stay on track. Escalating risks and managing conversations with senior leaders is key to success in this role.
  • Lead and/or actively contribute to effective bi-weekly Production meeting where a) all upcoming deliverables are discussed b) potential issues on projects are discussed, and c) new initiatives are discussed. Effective preparation and knowledge of all active jobs is key to the success of this.
  • Partner with aligned marketing team to have complete alignment on not only all current projects, but a strong understanding of future initiatives. This will help prevent rush jobs, as well as ensuring we have jobs scheduled into our workflow well ahead of time. The strength of this relationship will also enable Production to keep projects moving in the case of absence by project owner.
  • Lead and partner with vendors to leverage their knowledge to ensure a) we get the most value out of every job we produce – both cost wise and production wise b) ensure materials are delivered on time and c) increasing our own knowledge to add value to projects.

High Proficiency in:

  • Workfront, Excel, Word, Teams

Proficiency in:

  • Adobe Acrobat, SharePoint & PowerPoint

Conceptual Understanding of:

  • Adobe Creative Suite
  • Video Production

Key Competencies:

  • Media Production & Trafficking, including TV.
  • Digital
  • Campaign Management
  • Exceptional Communication Skills
  • Strong Organizational Skills
  • Industry/Business Knowledge

Please visit our career page by clicking on the following link:We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted.Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.Please apply by June 4, 2025.#LI-JS2#LI-Hybrid

Job Summary: Production Manager at Mackenzie Investments

Grade: P7
Division: IGM-Marketing

About Mackenzie Investments:
Mackenzie Investments, part of IGM Financial Inc., is a leading Canadian wealth and asset management firm managing approximately $271 billion. The company focuses on providing financial planning and investment services, operating through notable brands like IG Wealth Management and Mackenzie Investments.

Role Overview:
Mackenzie Investments seeks a creative and analytical Production Manager for their Marketing Services and Operations team in Toronto. The role involves overseeing the execution of marketing projects, managing relationships with designers, writers, and marketing managers, and ensuring timely delivery.

Key Responsibilities:

  • Manage project execution from initiation to final approval.
  • Lead project planning and resource management, balancing workloads effectively.
  • Oversee all aspects of owned and paid campaigns, including creative production.
  • Conduct creative briefings and presentations to senior marketing leaders.
  • Facilitate bi-weekly production meetings to discuss project statuses and potential issues.
  • Collaborate with marketing teams and vendors to ensure alignment and project efficiency.

Qualifications:

  • Strong project management skills with proficiency in Workfront, Excel, and Teams.
  • Familiarity with Adobe Creative Suite and video production.
  • Excellent communication and organizational abilities.

Diversity Commitment:
Mackenzie Investments promotes a diverse and inclusive workplace, welcoming applications from underrepresented communities.

Application Deadline: June 4, 2025
Note: Only selected candidates will be contacted for interviews.

Financial Services Representative II – CIBC – Vancouver, BC

Company: CIBC

Location: Vancouver, BC

Expected salary:

Job date: Sun, 25 May 2025 06:44:24 GMT

Job description: , investment and wealth protection to help clients meet their goals. Relationship building – Engage in marketing and outreach… Hours 37.5 Skills Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group…

Sales Representative – Meron Financial Agency – Orlando, FL

Company: Meron Financial Agency

Location: Orlando, FL

Expected salary:

Job date: Sun, 25 May 2025 01:38:38 GMT

Job description:

Job Title: Financial Advisor

Job Description:

Join our dynamic team as a Financial Advisor, where you will play a pivotal role in guiding clients towards their financial goals. Our unique approach combines targeted digital marketing strategies and effective in-house lead generation, ensuring that you have a steady stream of clients seeking your expertise.

Key Responsibilities:

  • Engage with clients to understand their financial needs and objectives.
  • Provide tailored financial advice and investment strategies.
  • Utilize advanced digital marketing techniques to attract potential clients.
  • Foster relationships with leads generated through our in-house marketing efforts.
  • Stay updated on market trends and financial products to effectively advise clients.
  • Collaborate with an experienced team to enhance client service and satisfaction.

Qualifications:

  • Previous experience in financial services or a related field is preferred.
  • Strong communication and interpersonal skills.
  • Ability to build and maintain client relationships.
  • Passion for helping clients achieve their financial goals.
  • A commitment to ongoing professional development and staying informed about industry changes.

Compensation:

Many advisors with our firm earn an impressive $120K or more annually, with potential for growth based on performance and client acquisition.

If you are driven, motivated, and ready to take your career to new heights, we invite you to apply and become a part of our success story!