Top Tech Jobs & Startup Jobs in Toronto

Provides cross-functional operational support across transfer, trade, and advisor experience teams. Responsibilities include managing follow-ups and backlogs, assisting with peak-period trading activity, supporting advisor onboarding and training, and maintaining service continuity. The role requires investment industry experience, familiarity with mutual or segregated funds, strong attention to detail, communication and time-management skills, and proficiency with Microsoft 365 and financial technology tools.

Processes first-year and renewal commissions, reviews statements, reconciles payments, investigates chargebacks and broker debt, corrects account discrepancies, and responds to commission inquiries. The role collaborates with insurance companies and internal teams while maintaining accurate, timely commission records. It requires strong attention to detail, analytical and communication skills, efficient data management, and proficiency with Microsoft Office. Insurance commission processing, WealthServ, and accounting or financial experience are assets.

Manages and analyzes account activities affecting revenue, billing, accounts receivable, premium payments, and carrier relationships. Responsibilities include investigating discrepancies, resolving open items, supporting invoicing and accounting inquiries, preparing monthly reports, creating dashboards, identifying workflow issues, and producing ad hoc analyses. The role collaborates with operations, leadership, client service teams, and regional stakeholders to improve accuracy, consistency, and process efficiency.

Leads business intelligence and analytics strategy, oversees Power BI reporting and governance, analyzes financial and business performance, ensures data consistency, automates reporting workflows, and translates executive questions into actionable insights. The role also manages analytics priorities, partners with finance and business leaders, and develops scalable processes and team capabilities.

Manage advisor block transfers and reassignments, ensuring accurate servicing and commission changes. Prepare transfer documentation, maintain broker and transfer records in WealthServ, coordinate with brokers and insurance carriers, follow up on requests, investigate discrepancies, obtain client listings, and support related projects. The role requires strong attention to detail, organization, communication, relationship-building, and proficiency with Microsoft Word and Excel.

Supports commercial insurance account management by preparing certificates, binders, proposals, policies, endorsements, and client documents. Maintains client and policy information in EPIC and Certificate Exchange, updates premium histories and insurance summaries, processes invoices and finance forms, follows up on receivables and claims, and responds to client and insurer inquiries. Requires 1–2 years of insurance account experience, strong administrative and communication skills, Microsoft Office proficiency, and ideally experience with EPIC.

Supports regional sales enablement by providing CRM and sales-tool assistance, coordinating meetings and events, preparing reports, managing referrals and prospect lists, and executing digital marketing campaigns. The role also handles brand collateral, presentations, marketing supplies, internal and external meeting logistics, and administrative support for sales leadership. Success requires strong communication, organization, analytical ability, Microsoft Office proficiency, attention to detail, and comfort learning new systems.

Supports commercial insurance account management by preparing certificates, binders, proposals, policy documents, and client records. Maintains data and policy information in EPIC and Certificate Exchange, manages invoicing, premium finance forms, receivables, commission corrections, and insurance summaries. Responds to client and insurer inquiries, assists with certificate exchange, follows up on claims, and maintains timely administrative workflows.

Manage a commercial insurance book of business, serving as a primary client and insurer contact. Responsibilities include quotations, endorsements, renewals, policy documentation, billing, receivables, insurer negotiations, claims advocacy, submissions, client retention, and cross-selling. The role requires a RIBO license, insurance industry experience, strong customer service and communication skills, organizational ability, and proficiency with Microsoft Office. EPIC experience and insurance designations such as CIP or CAIB are assets.

Manage an established personal lines insurance portfolio by advising clients, quoting, selling, and servicing home, auto, and specialty products. Build long-term client relationships, analyze risks and pricing, optimize coverage, and collaborate with the team to improve service delivery. The role requires strong communication, organization, sales or service experience, technology adaptability, and RIBO licensing or willingness to obtain it.