Provide personalized investment guidance and virtual service to help clients achieve financial goals.
Recommend suitable investment solutions and achieve sales objectives while ensuring compliance.
Process transactions, analyze client issues, and maintain up-to-date knowledge of investment markets.
The partner company provides wealth management and investment services to clients across Canada. They are a financial services organization with a focus on client relationships and employee development, offering a supportive remote work environment.
Handle first notice of loss claims for non-complex auto and property insurance claims.
Explain claims processes and answer customer questions with empathy and clarity.
Maintain accurate claim files and coordinate with vendors and third parties.
The company provides auto and property insurance claims services. They foster an inclusive and diverse workplace culture with a focus on employee development and community involvement.
Manage an assigned book of retirement 401(k) plans to ensure client satisfaction, retention, and profitability.
Serve as escalation point for service issues, consulting on plan design and compliance with ERISA.
Train clients on systems and resources, and cross-sell products to deepen relationships.
Transamerica is a financial services company offering insurance, retirement, and investment solutions to help people achieve financial freedom. They employ nearly 7,000 people as part of the international Aegon group, fostering a collaborative and inclusive culture.
Validate AI-generated benefits guidance against accuracy and coverage standards.
Design and pressure-test member scenarios to ensure the rubric reflects real member questions.
Provide subject-matter expertise on benefits plan design, claims operations, or regulatory compliance.
League is a healthcare experience platform that closes the gap between people and their health by identifying what each person needs to do next and getting it done. It is one of the fastest-growing technology companies in Canada, serving 70 million+ people, and fosters an AI-native, flexible, and remote-friendly culture.
Gather and interpret client requirements, translating them into system solutions for pension implementation.
Manage system configuration, quality control, and lead client implementation projects.
Mentor analysts, troubleshoot queries, and support technical development of technology platforms.
Capita is an AI-enabled business services partner working with organizations across the public and private sectors to deliver efficient services. As a large company, they provide resilient pension solutions and foster an inclusive, barrier-free work environment.
Manage the RISE Agency Outreach project to ensure readiness of stakeholders for a pension/benefits system replacement.
Develop and execute outreach strategies, communication plans, and training materials for external employers and internal staff.
Serve as central liaison, coordinate testing, track certification, and mitigate risks to maintain project timelines and quality.
Allied Consultants is an Austin-based firm with over 34 years of experience providing top-tier technical and business professionals to Texas State Agencies. They value their consultants and offer competitive pay, a comprehensive benefits package, and a supportive work environment.
Provide support and service to members across Canada via phone and email.
Effectively problem solve and contribute positively to a team environment.
Deliver the highest level of customer service in a flexible remote work environment.
Medavie is a national health solutions partner providing insurance, primary care, and emergency medical services that impact millions of lives in Canada. With over 8,000 professionals, they foster an award-winning culture focused on wellbeing, diversity, and inclusion.
Lead day-to-day administration and service delivery for retirement plans.
Serve as primary point of contact for retirement plan and wealth clients.
Conduct participant education sessions on retirement planning and investments.
The Olson Group is an employee benefits consulting firm specializing in retirement planning and group insurance plans. Since 2003, they have maintained a 90% client retention rate, emphasizing outstanding customer service.
Manage a portfolio of key accounts and support the development and execution of account plans.
Build and maintain strong relationships with account stakeholders at all levels.
Coordinate with internal teams to execute commercial strategies and drive sales growth.
The company supports the growth and development of retail and commercial accounts in the Canadian market. It fosters a collaborative environment with cross-functional teamwork and values a proactive, relationship-driven approach.
Prepare, review, and coordinate retirement plan documents including adoption agreements and trust agreements.
Manage onboarding workflows from initial document preparation through execution and completion.
Partner with advisors, clients, and internal teams to ensure accuracy, compliance, and timely execution.
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses. It is recognized as one of Inc. 5000's Fastest Growing Private Companies and certified as a Great Place to Work, with a network of 19 leading firms.
Manage district warranty operations, focusing on reducing waste and improving first-time repair outcomes.
Coach dealership leadership on compliance, warranty procedures, and customer-handling standards.
Collaborate with cross-functional teams to resolve complex cases and drive service excellence.
The company operates a network of dealerships in Canada, focused on delivering high-quality automotive service and warranty management. The culture emphasizes collaboration, customer satisfaction, and continuous improvement, with a commitment to diversity and employee development.
Meet virtually with pre-qualified clients to understand their needs and explain benefit options.
Guide clients through the enrollment process and maintain accurate records with follow-up.
Build lasting relationships through exceptional customer service in a remote environment.
Global Elite Empire Consultants is an independent third-party recruiting firm helping clients with financial protection and benefits. The company offers a remote, mentor-driven culture focused on training, performance, and career growth.
Provide bilingual (English/French) customer service support to patients and healthcare professionals via phone, chat, and email.
Handle inquiries related to diabetes, obesity, rare diseases, and cardiovascular health products.
Identify and document potential adverse events and product quality complaints in compliance with regulations.
Alphanumeric is a staffing and recruitment agency specializing in placing professionals in the pharmaceutical and healthcare sectors. They are currently hiring for a long-term contract role supporting a top global pharmaceutical company.
Develop and manage strategic partnerships with national and regional RIA, Broker-Dealer, recordkeeper, and asset management firms to drive sales growth.
Build and expand relationships with key decision-makers, executing account plans to increase distribution and revenue across assigned accounts.
Monitor industry trends and regulatory developments, providing actionable insights and collaborating cross-functionally with Sales, Marketing, Product, and Operations.
Strongpoint Partners is a tech-enabled retirement services platform serving small to mid-sized businesses with integrated retirement plan administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies and certified as a Great Place to Work, the company operates a coast-to-coast network of 19 leading firms.
Manage onboarding activities for new retirement plan clients, ensuring key milestones and deadlines are met.
Review and map prior plan documents to ensure plan provisions are accurately reflected in the new plan.
Explain plan provisions and requirements clearly to clients and partners, helping them understand available options and next steps.
Strongpoint Partners is a tech-enabled retirement services platform for small to mid-sized businesses. It is recognized as one of Inc. 5000's Fastest Growing Private Companies and certified as a Great Place to Work, with a coast-to-coast network of 19 firms.
Build relationships with benefits consultants and brokers across the U.S., identifying opportunities to strengthen partnerships.
Develop a deep understanding of LearnLux's product and value proposition to educate consultants effectively.
Serve as a feedback loop to internal teams and collaborate with sales to support strategic plans and prospecting efforts.
LearnLux is a provider of workplace financial wellbeing, blending digital planning with access to Certified Financial Planner™ professionals. As a remote-first startup backed by prominent investors, we foster a supportive, inclusive team culture focused on employee growth and wellbeing.
Lead multiple professional teams in fiduciary administration services, ensuring high-quality service and operational excellence.
Manage team performance, develop future leaders, and drive progress toward organizational goals through strategic planning.
Oversee regulatory compliance, process improvement, and client retention initiatives while staying informed on industry trends.
Jobgether uses AI-powered matching to connect candidates with hiring companies. It is a platform that processes applications and shares top candidates with employers, operating remotely.
Manage an assigned employee benefits book of business, delivering high-quality service and overseeing renewals, implementations, and benefits administration.
Lead the account team, directing Account Coordinators to maintain productivity, accuracy, and service standards.
Serve as a trusted advocate for clients, coordinating with carriers and stakeholders to resolve issues and identify growth opportunities.
The company specializes in employee benefits and insurance services. It fosters a supportive, collaborative, and respectful work environment with a focus on work-life balance and professional growth.