Lead advisor practice management and thought leadership campaigns to drive lead generation and sales opportunities.
Support transformation teams to execute key go-to-market initiatives, providing strategic marketing input, and contributing to high-impact programs that drive client experience, retention, and growth.
Develop and execute advisor journey automation strategies, including segmentation-based journeys for top-tier advisors, multi-step nurture campaigns, and onboarding-triggered experiences to deepen engagement and reinforce advisor programs.
Activate Voice of the Customer insights by synthesizing VoC/NPS data, identifying key pain points, and partnering cross-functionally to deliver targeted solutions, messaging, and experience improvements.
Drive cross-segment integration initiatives by promoting shared marketing programs, scaling best practices, and aligning messaging across retirement, wealth, retail, and institutional solutions.
Modernize sales and marketing enablement by enhancing core programs and partnering with Sales and Competitive Intelligence to deliver differentiated, AI-enabled capabilities.
Support the development and scaling of AI-enabled advisor tools that leverage automation and predictive insights to improve efficiency and elevate advisor and client outcomes.

8+ years of progressive marketing experience, preferably in B2B financial services, retirement, wealth, or insurance.
Bachelor’s degree or equivalent college-level education required.
Proven experience leading content strategy, integrated marketing programs, and go‑to‑market execution.
Strong stakeholder leadership skills with demonstrated success influencing across matrixed organizations.
Experience managing complex change, priority initiatives, and enterprise-level strategies.
Exceptional strategic thinking, communication, and storytelling skills.
Bilingualism (English and French) is an asset. If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec.

health, dental, mental health, vision, short
and long-term disability, life and AD&D insurance coverage
adoption/surrogacy and wellness benefits
employee/family assistance plans
various retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
financial education and counseling resources
generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and the full range of statutory leaves of absence

Marketing Manager

Key skills