Advisor

• Diagnose issues, challenges and needs to determine target outcomes
• Develop and help implement objectives, operational solutions, systems, tools, methods and action plans
• Analyze data, conduct studies, make recommendations and write reports
• Advise and assist clients and partners
• Recommend solutions to improve or optimize standards, policies and programs
• Prepare recommendations, solutions and action plans based on the organization’s objectives and priorities
• Help solve complex problems using analytical skills and extensive knowledge of the line of business
• Coordinate and interact frequently with stakeholders working in other fields

Operational efficiency advisor improving processes for Desjardins, North America's largest cooperative financial group

Advisor, Operational Efficiency

Operational efficiency advisor improving business processes and operations for Desjardins, North America's largest cooperative financial group. Diagnosing issues, analyzing data, and implementing operational solutions.

• Advise clients and partners to help them position, plan, develop, execute and monitor strategic projects and initiatives
• Develop and update policies, standards, models and programs to support the unit’s strategic projects and initiatives
• Identify, analyze and diagnose major issues and make recommendations to decision-making bodies
• Represent the unit before decision-making bodies
• Represent Desjardins’s position when making agreements with external partners and organizations
• Lead and influence development projects and complex, highly innovative strategic initiatives involving multiple sectors
• Develop and recommend strategic directions and business positions
• Advise senior management and decision-making bodies as an expert advisor, subject matter expert, resource person and coach

Senior business strategy advisor shaping strategic initiatives for Desjardins, North America's largest cooperative financial group

Senior Advisor, Business Strategies

Senior business strategy advisor shaping strategic initiatives for Desjardins, North America's largest cooperative financial group. Advising leaders, analyzing complex issues, and driving transformation projects.

• Advise clients and partners to help them position, plan, develop, execute and monitor strategic projects and initiatives
• Develop and update policies, standards, models and programs to support the unit’s strategic projects and initiatives
• Identify, analyze, diagnose and address major issues and make recommendations to decision-making bodies
• Monitor the industry to understand and anticipate trends and make recommendations to develop best practices for the organization
• Represent the unit before senior management committees and decision-making bodies
• Represent and negotiate on behalf of Desjardins and enter the organization into agreements with external partners and organizations
• Lead and influence development projects and complex, highly innovative strategic initiatives involving multiple sectors
• Serve as expert advisor, subject matter expert, resource person and coach for senior management and decision-making bodies

Senior advisor improving strategic operations and business processes for Desjardins, a Canadian cooperative financial group

Senior Advisor, Operational Efficiency

Senior advisor improving business processes and strategic operations at Desjardins, North America’s largest cooperative financial group. Leading complex initiatives, advising executives, and negotiating external partnerships.

• Advise clients and partners to help them position, plan, develop, execute and monitor strategic projects and initiatives
• Develop and update policies, standards, models and programs to support the unit’s strategic projects and initiatives
• Identify, analyze and diagnose major issues and make recommendations to decision-making bodies
• Monitor the industry to understand and anticipate trends in the specialty area and make recommendations
• Represent the unit before decision-making bodies
• Represent Desjardins’s position when making agreements with external partners and organizations
• Design and improve business processes and operations based on business models and organizational structures to boost operational efficiency
• Lead complex and innovative development projects and strategic initiatives
• Serve as specialist advisor, subject matter expert, resource person and coach for decision-making bodies

Senior advisor improving operational efficiency and strategic processes for Desjardins, North America’s largest cooperative financial group

Senior advisor improving operational efficiency and strategic initiatives for Desjardins, North America’s largest cooperative financial group. Advising stakeholders and decision-making bodies on complex process and business projects.

• Sell new policies and write new business to existing or new clients
• Retain the existing book of business
• Quote new business through outbound call initiatives and introductory letters
• Receive walk-in clients
• Conduct outbound calls to warm leads to identify sales opportunities and build client relationships
• Contact Underwriters and Adjusters to discuss guidelines and policy
• Prepare documentation for insurers and complete client applications
• Issue insurance certificates
• Keep current on underwriting rules and workflow processes
• Participate in training initiatives
• Participate in community marketing initiatives
• Process accounts receivable activities
• Provide guidance and assistance as requested

Personal Insurance Advisor selling policies for BrokerLink in Oakville or Newmarket

PI Advisor, New Business

Personal Insurance Advisor selling new policies and retaining clients for BrokerLink, an insurance brokerage.
Serving walk-in and outbound sales opportunities from Oakville or Newmarket offices.

• Establish an advisory relationship by identifying current and potential needs and supporting client retention
• Advise members and clients on specialized products and services and ensure member/client satisfaction
• Review client needs and compile and analyze data
• Handle requests and follow up as needed
• Assist members and clients, listen to their needs and propose personalized solutions
• Help identify the unit’s operational risks and opportunities for improvement
• Stay on top of the latest standards, products and services in the field
• Solicit, develop, and maintain business relationships with members and clients
• Provide customer service and sell specialized products and services through multiple distribution channels
• Promote and sell products and services based on client needs and business objectives
• Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures

Member/client service advisor selling financial products for Desjardins cooperative financial group

Member/client service advisor selling specialized financial products for Desjardins, North America’s largest cooperative financial group. Building client relationships, assessing needs, and supporting retention across distribution channels.

• Diagnose issues, challenges and needs to determine target outcomes
• Help develop and implement objectives, operational solutions, systems, tools, methods and action plans
• Analyze data, conduct studies, make recommendations and write reports
• Advise and assist clients and partners
• Design and improve business processes and operations to boost operational efficiency
• Propose recommendations, solutions and action plans based on the organization’s objectives and priorities
• Share ideas and help solve problems using analytical skills and extensive knowledge of the line of business
• Interact with stakeholders working in other fields

Operational Efficiency Advisor

Operational efficiency advisor improving business processes and operations at Desjardins, North America's largest cooperative financial group. Diagnosing issues, analyzing data, and developing operational solutions.

• Deliver advisory engagements including automation assessments, automation roadmaps, productivity improvement plans, equipment investment business cases, and third-party plan reviews
• Lead projects from initiation to completion, managing scope, budget, timelines, quality standards, and client expectations
• Provide technical expertise and thought leadership in industrial automation, robotics, autonomous systems, and emerging technologies
• Develop advisory methodologies, tools, and solutions based on industry trends and best practices
• Collaborate with Client Partners and internal stakeholders to identify opportunities, scope engagements, and develop client proposals
• Engage directly with clients to understand business challenges and recommend practical automation and operational improvement solutions
• Support business development and the continuous evolution of advisory offerings

Business Advisor helping Canadian businesses automate operations and improve productivity at BDC

Business Advisor – Operational Efficiency

Business Advisor delivering industrial automation and robotics consulting for BDC, Canada’s bank dedicated to growing small and medium-sized businesses. Improving clients’ productivity, quality, safety, and operational performance.

• Participate in climate change-related projects and initiatives, including developing roadmaps and recommendations based on organizational priorities and objectives
• Monitor and update climate targets and commitments
• Conduct climate risk analyses
• Conduct research and preliminary analysis
• Develop initial outlines of tools and work processes requiring detailed understanding of business lines and the organization
• Contribute to climate change-related reporting
• Support more experienced professionals in the unit
• Monitor new trends in climate change and biodiversity

Climate Change Advisor shaping climate strategies and reporting for Desjardins, North America's largest cooperative financial group

Climate Change Advisor

Climate Change Advisor shaping climate strategies, risk analyses, GHG targets, and reporting for Desjardins, North America's largest cooperative financial group. Hybrid role supporting climate transition initiatives.

• Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, and identifying sales and referral opportunities
• Focus on client education and demonstrations, leveraging technology to deliver memorable client experiences, drive sales, and retain business
• Respond to client-initiated contact and assist with a full range of financial transactions
• Actively listen and engage clients in conversation to understand their individual needs
• Take ownership of resolving and preventing client banking problems
• Cultivate and maintain relationships with partners to maximize business opportunities and referrals

RBC Client Advisor helping Toronto clients with everyday banking and personalized financial solutions

Client Advisor – Mandarin, Cantonese, Tagalog

RBC Client Advisor serving Toronto clients with everyday banking, digital education, transactions, and referrals. Building relationships and delivering personalized financial experiences across retail branches.

• Serve as the primary support contact for assigned Premium clients
• Conduct ticket reviews to identify trends and ensure swift issue resolution
• Collaborate with Customer Success Managers, Account Managers, Professional Services, Technical Account Managers, and leadership
• Provide technical support via phone, video, email, and chat
• Diagnose complex software application issues, identify root causes, and propose tailored solutions
• Escalate critical concerns to the Product team
• Partner with Product and Support Management during new feature rollouts
• Share client insights and feedback to improve service delivery
• Maintain records of customer environments, troubleshooting processes, and interactions
• Manage customer issues through full resolution, handle escalations, and prioritize work by urgency and business impact

Premium Support Advisor helping Docebo customers resolve complex SaaS learning-platform issues

Premium Support Advisor

Premium Support Advisor helping Docebo customers resolve complex SaaS learning-platform issues. Delivering VIP support, diagnosing technical problems, and translating client feedback into product improvements.

• Play a key role in developing and updating best practices for process optimization.
• Advise and support the management team on ways to improve quality, efficiency, profitability and operational controls.
• Collaborate on the assessment and mapping of work processes.
• Act as a liaison with operational performance teams and ensure implementation of selected solutions.
• Participate in various cross-functional projects and ensure that directions and recommendations are properly followed.
• Develop optimization recommendations based on company best practices.
• Anticipate and resolve issues that may arise within assigned mandates.
• Represent the vice-presidency on various committees.

Operational Performance Advisor optimizing processes in insurance services.

Operational Performance Advisor

Operational Performance Advisor optimizing processes for insurance services. Collaborating on performance improvements and guiding managers on operational activities.

• Work as part of TD Insurance to provide best advice, protection, and support
• Strive to make every interaction remarkably human and refreshingly simple

Claims Advisor at TD Insurance providing customer support and advice

Claims Advisor III

Claims Advisor at TD Insurance helping clients with insurance needs and providing support. Involved in customer interactions and simplifying processes for clients.

• Provide expert advice to Canadian families on insurance products
• Collaborate with team members to create tailored insurance solutions
• Maintain a client-focused approach to achieve satisfaction
• Engage in ongoing training and development

Claims Advisor at TD Insurance advising Canadian families

Claims Advisor at TD Insurance providing tailored insurance solutions for Canadian families. Engaging with clients to ensure satisfaction and ongoing training for professional development.

• Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
• Provide service tailored to client needs in accordance with current strategies and practices
• Lead clients and practitioners on sales and service development projects, initiatives and activities
• Analyze highly complex problems and develop and implement personalized solutions tailored to client needs
• Advise members, clients and stakeholders to help them position, plan, develop, execute and monitor strategic initiatives
• Develop retention tactics and strategies
• Monitor the industry to understand and anticipate trends in your specialty area and make recommendations

Senior Advisor assisting clients and developing business relationships at Desjardins

Senior Advisor, Personal

Senior Advisor at Desjardins developing business relationships and advising clients on strategic initiatives. Leading projects that impact multiple business sectors and ensuring client satisfaction.

• Assess and research vehicle values using various methods
• Review and analyze documents from internal and external sources related to the vehicle evaluation process
• Comply with and maintain departmental standards and/or KPIs
• Provide superior customer service to policyholders and ensure prompt and fair claim settlements
• Other duties as required

Claims Advisor managing automobile claims for Allstate Canada

Auto Claims Expert / Claims Advisor, Auto

Claims Advisor handling automobile claims for Allstate Canada. Evaluating vehicles, ensuring compliance, and providing customer service support.

• Develop and implement strategies and tactics to maximize CBC/Radio-Canada’s leadership on key initiatives
• Monitor activities, trends and research related to key initiatives
• Continuously explore new opportunities to advance and improve key initiatives in alignment with the changing needs of the media industry and Canadians
• Ensure effective tracking of daily activities and broader project progress to facilitate ad-hoc reporting and long-term planning
• Work closely with senior leadership in Corporate Development
• Build relationships, and continually liaise, with internal CBC and Radio-Canada senior executives
• Build relationships, and continually liaise, with external partners (e.g. other public service media, partners, other organizations)
• As required, prepare and present relevant materials to the Corporate Development Team, Senior Executive Team, Board of Directors, and other key internal stakeholders
• As required, act as a representative of CBC/Radio-Canada to various meetings to advance the Corporation’s public service priorities
• Manage the operating budget

Senior Advisor managing national programs for CBC/Radio-Canada

Senior Advisor, National Programs – Telework

Senior Advisor managing national programs for CBC/Radio-Canada. Lead strategic initiatives and liaise with stakeholders for public service media.

• Work out of a local Sun Life District office.
• Gain knowledge of Sun Life products, tools, processes and practical skills working directly with Sun Life Clients.
• Obtain dual licensing in insurance and mutual fund.
• Gain experience handling inbound and outbound calls providing holistic life, health, and wealth solutions to new and existing Sun Life Clients.
• Complete business development activities and start to identify your personal market opportunities.
• Execute key activities in preparation for graduation from the program and launch of your advisor career.
• Your time will be split between working within Prospr advisor team (reporting to an ADP Sales Manager) and gaining exposure to the role of a standalone advisor (working with the local Sun Life District leadership team).

Advisor Trainee preparing for a successful launch to an advisory career at Sun Life.

Advisor Trainee – Advisor Development Program

Advisor Trainee in the Advisor Development Program at Sun Life preparing for a career in financial advice. Working with clients while gaining hands-on experience and personalized coaching for professional growth.

• Defining integrated technology roadmaps
• Conducting rigorous cost-benefit analyses
• Assessing operational, regulatory, and compliance risks
• Ensuring business–IT–architecture alignment
• Identifying conflicts and recommending the best implementation strategy(ies) in collaboration with solution architects
• Develop and maintain multi-year roadmaps for technology transformation programs (infrastructure, platforms, and applications)
• Ensure the prioritization of initiatives based on business value, budgetary and contractual constraints, and dependencies
• Translate strategic directions into concrete, structured, and measurable execution plans
• Produce detailed financial analyses (CAPEX, OPEX, ROI, TCO)
• Compare different scenarios (build vs. buy, modernization vs. replacement, etc.)
• Recommend optimal options based on expected benefits, organizational capacity, and budget constraints
• Act as a bridge between business units, IT teams, information security, and enterprise architecture
• Ensure project alignment with architectural principles and technology directions
• Support leadership in strategic decision-making
• Assess compliance risks (internal audits, regulatory requirements, standards)
• Identify operational, technological, and organizational risks
• Establish or enhance IT governance frameworks
• Ensure decision traceability, process rigor, and consistency of standards
• Mobilize cross-functional teams in collaboration with the Program Manager
• Prepare strategic briefs and executive presentations
• Clearly communicate issues, trade-offs, and impacts

Senior Advisor aligning technology strategies with business priorities in the insurance sector

Senior Advisor, Infrastructure – Cross-Functional Applications

Senior Advisor aligning technology strategies with business priorities in the individual insurance sector. Focus on modernization initiatives and compliance risk management.

• Advisors love to build long-term relationships with people and help them plan financially for the various stages of life.
• Our Advisor Development Program is designed to prepare you for a successful launch to an advisory career at Sun Life.
• The Advisor Trainee position is a temporary contract of up to six-months, designed as a unique opportunity to explore a rewarding career in financial advice.
• In this role, you’ll gain hands-on experience, receive personalized coaching and access cutting-edge digital tools – while embarking on an exciting learning journey with meaningful opportunities for growth and development.
• This experience will help you build your confidence and business acumen, establishing a solid foundation for your future success as an advisor.
• Work out of a local Sun Life District office
• Gain knowledge of Sun Life products, tools, processes and practical skills working directly with Sun Life Clients
• Obtain dual licensing in insurance and mutual fund
• Gain experience handling inbound and outbound calls providing holistic life, health, and wealth solutions to new and existing Sun Life Clients
• Complete business development activities and start to identify your personal market opportunities
• Execute key activities in preparation for graduation from the program and launch of your advisor career
• Your time will be split between working within Prospr advisor team (reporting to an ADP Sales Manager) and gaining exposure to the role of a standalone advisor (working with the local Sun Life District leadership team)

Advisor Trainee in a development program preparing for a successful advisory career at Sun Life

Advisor Trainee working in a development program to launch an advisory career at Sun Life. Gaining hands-on experience and personalized coaching in financial advice during a temporary six-month contract.

Advisor jobs in Canada

See all jobs on JobTailor

Advisor, Operational Efficiency

Senior Advisor, Business Strategies

Senior Advisor, Operational Efficiency

Senior Advisor, Operational Efficiency

PI Advisor, New Business

Advisor

Operational Efficiency Advisor

Business Advisor – Operational Efficiency

Climate Change Advisor

Client Advisor – Mandarin, Cantonese, Tagalog

Premium Support Advisor

Operational Performance Advisor

Claims Advisor III

Claims Advisor III

Senior Advisor, Personal

Auto Claims Expert / Claims Advisor, Auto

Senior Advisor, National Programs – Telework

Advisor Trainee – Advisor Development Program

Senior Advisor, Infrastructure – Cross-Functional Applications

Advisor Trainee – Advisor Development Program