AVP, Head of Group Retirement Services Marketing, CXO – Sun Life Financial – Toronto, ON – York, ON

Company: Sun Life Financial

Location: Toronto, ON – York, ON

Expected salary:

Job date: Sat, 19 Jul 2025 06:40:22 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 marketing leader to drive the client-centric marketing strategy and delivery 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 AVP, Head of GRS Marketing is responsible for developing and delivering marketing strategies that deepen relationships with clients (“plan members”) and retain those transitioning from their workplace retirement savings plans.This role requires a strategic team leader with proven direct to consumer (DTC / D2C) experience in financial services, with a strong understanding of Group businesses, digital channels, customer relationship management and in leading go-to-market plans that drive business results. The ideal candidate will have a solid understanding of investments and the group retirement services market, strong leadership skills, and the ability to collaborate across a matrixed organization to achieve business objectives.This position reports to the VP, Canada Chief Marketing Officer.Key Responsibilities:

  • As the Head of GRS Marketing, you will work closely with business partners and teams with the Client Experience Office (CXO) to develop and manage our client-centric GRS marketing strategy that delivers on business goals. Deliver an annual marketing plan with updates to ensure alignment of marketing efforts with business goals as they evolve over time.
  • Accountable for business results such as lead generation, sponsor and member engagement/satisfaction, and sales conversion for digital and human advice channels
  • Lead a team and work with cross-functional partners from the business, digital, data & technology and other marketing areas to deliver on these efforts.
  • Own and manage overall resources, team capacity, budgets and results for the GRS Marketing team.
  • Oversee the team that develops 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.
  • Lead the team to leverage business priorities, segmentation & other data, channel planning, together with content creation & deployment capabilities to deliver relevant messaging in the right channel at the right time. Ensure value propositions are clear and concise for plan members.
  • Oversee the Agile Delivery team to efficiently deliver the creation of marketing materials, including digital content, collateral, and presentations.
  • Leverage market trends and customer insights to inform marketing strategies and identify growth opportunities. Encourage A/B testing and iterating content to continually optimize both client and business outcomes.
  • Report on the performance of all marketing activity, always connecting back to business targets & results, using data and trends to optimize future 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.
  • 12+ 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. Alternatively, group benefits experience may also be considered.
  • Proven track record of developing and executing successful consumer-facing go-to-market plans, with the ability to quantify business impact of this work.
  • Strong team leadership experience, with a coaching approach to develop top talent, and experience also leading across a matrixed organization
  • Proficiency in digital marketing tools and platforms; ability to analyze data and make informed decisions.
  • Exceptional stakeholder management, 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: 135,000/135 000 – 220,000/220 000Job Category: MarketingPosting End Date: 03/08/2025

The content outlines a job opportunity for the AVP, Head of Group Retirement Services (GRS) Marketing at Sun Life. The role focuses on developing and implementing client-centric marketing strategies to enhance relationships with plan members, driving lead generation and engagement. The ideal candidate will have over 12 years of marketing experience, particularly in financial services, and strong leadership skills. Key responsibilities include managing marketing plans, leveraging data for strategy optimization, and maintaining compliance with regulations. Sun Life promotes a collaborative and inclusive culture and offers various benefits, including a flexible hybrid work model, professional development opportunities, and competitive compensation. Diversity and accessibility are emphasized, welcoming applicants from all backgrounds.

Sun Life Financial – AVP, Head of Group Retirement Services Marketing, CXO – Toronto, ON – York, ON

Company: Sun Life Financial

Location: Toronto, ON – York, ON

Expected salary:

Job date: Fri, 18 Jul 2025 23:42:44 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 marketing leader to drive the client-centric marketing strategy and delivery 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 AVP, Head of GRS Marketing is responsible for developing and delivering marketing strategies that deepen relationships with clients (“plan members”) and retain those transitioning from their workplace retirement savings plans.This role requires a strategic team leader with proven direct to consumer (DTC / D2C) experience in financial services, with a strong understanding of Group businesses, digital channels, customer relationship management and in leading go-to-market plans that drive business results. The ideal candidate will have a solid understanding of investments and the group retirement services market, strong leadership skills, and the ability to collaborate across a matrixed organization to achieve business objectives.This position reports to the VP, Canada Chief Marketing Officer.Key Responsibilities:

  • As the Head of GRS Marketing, you will work closely with business partners and teams with the Client Experience Office (CXO) to develop and manage our client-centric GRS marketing strategy that delivers on business goals. Deliver an annual marketing plan with updates to ensure alignment of marketing efforts with business goals as they evolve over time.
  • Accountable for business results such as lead generation, sponsor and member engagement/satisfaction, and sales conversion for digital and human advice channels
  • Lead a team and work with cross-functional partners from the business, digital, data & technology and other marketing areas to deliver on these efforts.
  • Own and manage overall resources, team capacity, budgets and results for the GRS Marketing team.
  • Oversee the team that develops 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.
  • Lead the team to leverage business priorities, segmentation & other data, channel planning, together with content creation & deployment capabilities to deliver relevant messaging in the right channel at the right time. Ensure value propositions are clear and concise for plan members.
  • Oversee the Agile Delivery team to efficiently deliver the creation of marketing materials, including digital content, collateral, and presentations.
  • Leverage market trends and customer insights to inform marketing strategies and identify growth opportunities. Encourage A/B testing and iterating content to continually optimize both client and business outcomes.
  • Report on the performance of all marketing activity, always connecting back to business targets & results, using data and trends to optimize future 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.
  • 12+ 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. Alternatively, group benefits experience may also be considered.
  • Proven track record of developing and executing successful consumer-facing go-to-market plans, with the ability to quantify business impact of this work.
  • Strong team leadership experience, with a coaching approach to develop top talent, and experience also leading across a matrixed organization
  • Proficiency in digital marketing tools and platforms; ability to analyze data and make informed decisions.
  • Exceptional stakeholder management, 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: 135,000/135 000 – 220,000/220 000Job Category: MarketingPosting End Date: 03/08/2025

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.

Manulife – Director, Tax, Retirement and Estate Planning Services, Insurance – Ontario

Company: Manulife

Location: Ontario

Expected salary:

Job date: Sun, 08 Jun 2025 02:18:24 GMT

Job description: The Director, Tax, Retirement and Estate Planning Services, Insurance (TREPS) role will primarily support Insurance TREPS and also provide support to Wealth TREPS, and also questions from internal departments including, new business, underwriting, titles, legal and Canadian Tax. The role also supports the field members of the TREPS team, the wholesaling team and advisors directly. In the Director, Tax, Retirement and Estate Planning Services, Insurance role, the individual will produce a variety of support materials for field counterparts, wholesalers and advisors to support sales. The role requires for the individual to present as requested at industry conferences, education forums and advisor organizations (some travel may be required). Thought leadership is key to the role by staying on top of developments in case law and legislative changes and presenting this material in articles and presentations for a variety of audiences.Position Responsibilities:The ability to take complex tax issues and distill down the information into presentations, articles and marketing materials for a variety of audiences and knowledge levelsSupport field TREPS team members on questions and casesThe ability to build relationships with internal and external partners to answer and support questions from the fieldA willingness to present and educate advisors on a variety of tax topics by presenting at industry conferences or for professional organizations (e.g. STEP)A willingness to write articles for industry publicationsThe ability to write and produce new articles, and resource materials including some marketing materials for the field wholesalers and for advisors to support sales in the HNW spaceBe willing to commit to a schedule of critically assessing and updating TREPS materials once a yearBe willing to stay up-to-date on all tax issues relevant to estate planning and HNW planningOpen to answering questions from a variety of areas within the organization including titles, legal, new business, underwriting and TREPS team queries.Participate in continuing education and sharing new items with TREPS teamProduce scripts and record podcasts on relevant tax and estate planning issues as they relate to life insuranceParticipate in editing chapters in the TREPS team book – The Canadian Taxation of Life InsuranceAbility to assess risks as it relates to concept illustrations and write disclosure that addresses that riskAbility to determine records retention and compliance issues as it relates to the functioning of the TREPS teamParticipate in various head office projects and initiatives.Required Qualifications:Professional degree/designation (CPA, LLB, LLM (Tax))Completion of the CICA In Depth Tax Course or similar course of studyExpertise in personal, estates and corporate tax gained through relevant accounting, legal or financial services experience (5-7 years minimum)Strong tax and estate planning analytical skills and reasoning with expertise in the taxation of private companies and their shareholders, trusts and estate planningAbility to apply specialized knowledge to practically implement planning solutionsStrong oral and written communication skillsStrong presentation skillsExcellent organizational and prioritization skillsAbility to meet tight deadlinesStrong interpersonal skills, relationship building and managementCreative/innovative thinking applied to individual client contextsAbility to interpret and communicate technical information to a non-technical audienceAccuracy and attention to detailTeam player and positive attitudePreferred Qualifications:Previous experience in the Life insurance or Financial Services industryExpertise in the taxation of Life insurance productsTEP, CFP, CLU designationWhen you join our team:We’ll empower you to learn and grow the career you want.We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.As part of our global team, we’ll support you in shaping the future you want to see.#LI-RemoteAbout Manulife and John HancockManulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit .Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact .Referenced Salary Location CAN, Ontario – Full Time RemoteWorking Arrangement RemoteSalary range is expected to be between $100,950.00 CAD – $181,710.00 CADIf you are applying for this role outside of the primary location, please contact for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact for more information about U.S.-specific paid time off provisions.

Director of Sales – Harbor Retirement Associates – Orlando, FL

Company: Harbor Retirement Associates

Location: Orlando, FL

Expected salary:

Job date: Sat, 31 May 2025 23:19:06 GMT

Job description:

Job Title: Community Marketing Coordinator

Job Description:

We are seeking a dynamic and passionate Community Marketing Coordinator to enhance our presence within the local community. This role focuses on establishing and nurturing relationships with residents, families, discharge planners, and social services as specified by the Regional Director of Sales and Marketing.

Key Responsibilities:

  • Networking: Actively engage with community members, healthcare professionals, and local organizations to promote our services and build a strong referral network.

  • Relationship Building: Foster connections with residents and their families, ensuring they have a positive experience and understanding of our offerings.

  • Prospect Tracking: Oversee the tracking of prospective customers, from initial inquiry through conversion, maintaining organized records to monitor progress and outcomes.

  • Marketing Strategy: Collaborate with the Regional Director to execute marketing strategies that effectively reach our target audience.

  • Community Events: Participate in and coordinate community events to raise awareness and encourage engagement with our services.

  • Feedback Management: Gather feedback from community interactions to improve services and identify new marketing opportunities.

Qualifications:

  • Excellent interpersonal and communication skills.
  • Strong organizational abilities and attention to detail.
  • Experience in marketing or community outreach, preferably in healthcare or related fields.
  • Ability to work independently and collaborate with a team.

If you are passionate about building community connections and have a knack for marketing, we invite you to apply and help us make a difference in our community!

V!VA Retirement Communities – Vice President of Finance – Toronto, ON

Company: V!VA Retirement Communities

Location: Toronto, ON

Expected salary:

Job date: Thu, 22 May 2025 05:17:01 GMT

Job description: Make Today Great! as our Vice President of FinanceBe a key member of a purpose-driven team shaping the future of senior living in CanadaLead financial strategy, planning, and growth for a values-led, hospitality-driven organizationInspire excellence in service, stewardship, and innovation across our retirement portfolioAt VIVA, we believe in making every day great—for our Community Members, Team Members, and partners. If you’re a collaborative, ethical, and strategic finance leader with a passion for seniors housing and real estate, we want to hear from you.About VIVA Retirement CommunitiesVIVA Retirement Communities is a leader in Canada’s seniors housing sector, redefining retirement living through hospitality-inspired design, personalized service, and a strong culture grounded in respect, passion, and integrity.With communities across Ontario and more on the way — including a flagship community opening in Leaside, Toronto in 2026 — we are a growing company that combines operational excellence with a genuine commitment to Making Today Great for our Community Members and Team Members alike.At VIVA, we believe retirement should be inspired, vibrant, and filled with possibility. Join us in shaping the future of senior living.Opportunity OverviewWe are seeking an accomplished and strategic Vice President of Finance to join our Senior Leadership Team. This critical role will lead all financial aspects of the organization — from internal reporting and forecasting to investor relations and real estate development modeling.The VP Finance will play a hands-on role in driving financial strategy, enabling sustainable growth, and ensuring sound fiscal management across our operating communities and new developments.This is an exciting opportunity for a senior finance leader with expertise in real estate development, senior living, healthcare, or hospitality to join a purpose-driven organization during a time of expansion and evolution.Key ResponsibilitiesStrategic Finance & Leadership

  • Provide expert financial insight to guide business planning, development, and operations.
  • Lead financial due diligence and modeling for acquisitions and new builds.
  • Oversee all banking relationships, credit facilities, and investor financial communications.
  • Support President in capital strategy, transaction structuring, and board/investor reporting.

Operations, Compliance & Reporting

  • Oversee accounting, reporting, internal controls, and budgeting for all legal entities.
  • Direct cash flow forecasting and liquidity planning across the enterprise.
  • Ensure compliance with relevant financial regulations, tax standards, and audit requirements.
  • Manage all CRA audits, HST assessments, and financial risk mitigation measures.

Team Leadership

  • Lead and develop a high-performing finance team, fostering accountability and growth.
  • Supervise department heads in Accounting and Financial Planning & Analysis.
  • Build collaborative relationships with peers in Operations, HR, and Development.

Qualifications

  • CPA designation (CA, CMA, or CGA) and university degree in Finance, Accounting, or Business.
  • 7–10+ years of progressive leadership experience in finance, with a track record in:

▸ Real estate development or construction financing
▸ Senior housing, healthcare, or hospitality sectors
▸ Managing investor or lender relationships * Strong financial modeling, forecasting, and reporting skills.

  • Skilled at navigating complex organizational and multi-entity financial structures.
  • Advanced Excel and ERP/financial systems experience.
  • Excellent communication, leadership, and project management skills.
  • High standards of professionalism, ethics, and fiduciary accountability.
  • Valid driver’s license and ability to travel occasionally.

Working Conditions

  • Hybrid schedule: 3 days on-site in North York, 2 days remote
  • Some travel to VIVA Communities, lenders, and project partners
  • Extended hours as needed during budgeting, audits, and capital projects

Why Join VIVAAt VIVA, you will make a meaningful impact while working in a collaborative, values-driven environment. You’ll join a leadership team that supports innovation, empowers its people, and believes in delivering exceptional experiences to our residents and partners.As we expand our portfolio, this is your opportunity to help build the financial foundation for the next generation of retirement living in Canada.Please note: We thank all applicants for their interest in V!VA Retirement Communities. Only those selected for an interview will be contacted.Agency/Recruiter inquiries will not be accepted.V!VA Retirement Communities is an Equal Opportunity Employer and considers applicants for employment without regard to race, colour, religion, sex, orientation, national origin, age, disability, genetics, or any other basis protected by law. If you require an accommodation due to a disability during the recruitment process, please let us know — we are committed to working with you to meet your needs.Apply today and help us continue to raise the bar in retirement living.

Financial Planner, Investment Retirement Planning – Toronto West – Royal Bank of Canada – Toronto, ON

Company: Royal Bank of Canada

Location: Toronto, ON

Expected salary:

Job date: Wed, 28 May 2025 03:07:51 GMT

Job description: Job SummaryJob Description*This requisition is for Toronto West Area not specifically for the location listed on the posting*What is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.What will you do?

  • Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions
  • Acquire and consolidate existing and new-to-RBC clients and assets
  • Connect clients with the right RBC team members to help continuously meet their needs
  • Develop external business referral sources through networking, marketing, and your centers of influence

What do you need to succeed?Must-have

  • Financial Planning Designation (QAFP, PFP® or CFP®)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 2 years’ experience in financial planning
  • Proven networking and client acquisition skills
  • Ability to cultivate strong partner relationships
  • Digital Savviness, ability to effectively utilize mobile applications

What’s in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
  • World-class training programs and career development opportunities
  • The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded
  • A flexible work schedule based on client preferences and your own work/life balance
  • Innovative mobile technology to ensure your success

Job Skills Adaptability, Business Development, Client Centricity, CuriosityAdditional Job DetailsAddress: 1233 THE QUEENSWAY:TORONTOCity: TORONTOCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: PERSONAL & COMMERCIAL BANKINGJob Type: RegularPay Type: CommissionPosted Date: 2025-01-15Application Deadline: 2025-06-30Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at .

Job Summary

Position: Investment and Retirement Planner
Location: Toronto West Area

As an RBC Investment and Retirement Planner, you will create tailored investment solutions for new and existing clients, supported by internal referrals. Your focus will be on providing high-quality financial advice to help clients meet their long-term financial goals.

Key Responsibilities:

  • Offer customized financial planning and investment solutions.
  • Acquire and manage existing and new client relationships.
  • Connect clients with appropriate RBC team members based on their needs.
  • Build external referral networks through marketing and networking.

Requirements:

Must-haves:

  • Financial Planning Designation (QAFP, PFP® or CFP®).
  • Mutual Funds License (IFIC or CSC).
  • Minimum of 2 years in financial planning.
  • Strong networking and client acquisition skills.
  • Digital proficiency for using mobile applications.

Benefits:

  • Flexible benefits and competitive commission structure.
  • Comprehensive training and career development opportunities.
  • Supportive team environment recognizing initiative and hard work.
  • Flexible work schedule to maintain work/life balance.
  • Access to innovative technology to enhance your success.

Additional Information:

  • Address: 1233 The Queensway, Toronto, Canada
  • Employment Type: Full-time, 37.5 hours/week
  • Pay Type: Commission
  • Application Deadline: June 30, 2025

Inclusion and Equal Opportunity:

RBC emphasizes diversity and inclusion in the workplace, aiming to support employee growth and collaboration.

If interested, consider joining RBC’s Talent Community for updates on job opportunities and career advice.