Top Tech Jobs & Startup Jobs in Toronto

Drive business development and retention with consultant partners, deliver and present tailored group insurance proposals, manage client portfolios, develop and implement sales strategy, represent the brand at industry events, and collaborate internally to evolve service offerings and solutions.

Develop and execute strategic, on-brand communications and integrated plans for advisors, leadership forums, and enterprise initiatives. Create high-impact content, manage communication calendars and channels, coordinate stakeholders, and measure effectiveness to drive engagement and alignment across the organization.

Process and verify plan administration transactions and client requests, prepare reports and tax slips for clients and regulators, review colleagues' non-financial transactions, support continuous improvement using Lean, and participate in the Daily Management System.

Perform operational audit engagements across insurance and financial services: plan audits, assess inherent and residual risks, test control design and effectiveness, draft and present audit reports with findings and recommendations, and follow up on remediation action plans and timelines to strengthen risk management and internal controls.

The Senior Consultant will manage complex underwriting cases, provide expert consultation to advisors, and ensure timely communication with carriers. Responsibilities include reviewing applications, addressing underwriting queries, and collaborating on strategic marketing initiatives.

Provide day-to-day Salesforce support and troubleshooting, manage business-side backlog, prioritize and deliver BI&E initiatives, onboard/offboard platform team members, and build low-code/no-code automations and reports using Power Platform and Copilot Studio to improve business processes.

Lead annual budgeting, forecasts, and long-term planning; build and maintain financial models and scenario analyses; monitor performance and provide variance analysis; support strategic initiatives and business cases; act as FP&A partner to business leaders; drive process improvement, automation and AI-enabled reporting; ensure governance and alignment with Corporate Accounting and Fund Governance.

Supervise compliance for managed accounts: perform quarterly portfolio and pooled fund trade reviews; review/approve NCAFs, KYC, and IPS; advise and train Portfolio Managers; resolve compliance issues; enhance supervision systems and stay current on regulatory changes.