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Added 6 mins ago
PU
Deals Tax - PECS - Senior Associate
Pwc UK
London, ON
- Full-time
…and the broadest range of opportunities to our people. Our client base is truly international and we pride ourselves on the strength of our…
Added 51 mins ago
PF
Gestionnaire senior·e de la réussite client | Senior Customer Success Manager
Power Factors
Remote, Canada
- Remote
Le ou la Gestionnaire senior·e de la réussite client agit à titre de conseiller·ère de confiance et de responsable commercial·e pour un portefeuille de comptes stratégiques chez Power…
Added 1 hour ago
PF
Gestionnaire senior·e de la réussite client | Senior Customer Success Manager
Power Factors
Montreal, QC
- Full-time
Le ou la Gestionnaire senior·e de la réussite client agit à titre de conseiller·ère de confiance et de responsable commercial·e pour un portefeuille de comptes stratégiques chez Power…
Added 1 hour ago
NB
Private Banker
National Bank of Canada
Moncton, NB
- Full-time
…knowledge of banking services, you have a direct impact on the client, employee, and user experience, as well as on profitability and client…
Added 1 hour ago
NB
Senior Advisor in Estate Planning
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor in Estate Planning at National Bank Financial (NBF) primarily involves supporting NBF clients and Investment Advisors (IAs) with their estate planning needs by…
Added 1 hour ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 1 hour ago
NB
Wealth associate
National Bank of Canada
Montreal, QC
- Full-time
Assist the Private Wealth Advisor in all administrative tasks related to managing client accounts.
Added 1 hour ago
NB
RETIREMENT STRATEGY ADVISOR
National Bank of Canada
Montreal, QC
- Full-time
Added 2 hours ago
RB
Client Experience Associate
Royal Bank of Canada
Surrey, BC
- Full-time
Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities.
Added 3 hours ago
SC
HSE Advisor
SHE Consulting Inc.
Whitehorse, YT
- Full-time
Committed with the ability and experience to understand local stakeholder requirements, reduce overall costs and provide maximum value to the client.
Added 4 hours ago
RD
Client Experience Associate
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Surrey, BC
- Full-time
Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities.
Added 4 hours ago
RD
Associate Advisor
RBC Dominion Securities
Vancouver, BC
- Full-time
Leverage your talent for planning to facilitate, in partnership with the Investment Advisor, meetings and events for the Investment Advisor with their clients and prospects. Drawing on your…
Added 4 hours ago
PF
Service advisor - auto repair
Patricia Ford Sales (1994) LTD
Manning, AB
- From $22 CAD / hour
- Full-time
- On-site
Added 4 hours ago
BT
Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
Develop and maintain strong client relationships while serving as a trusted business advisor.
Added 5 hours ago
HM
Wealth Management Assistant (Licensed)
Harris Mosset Private Wealth Management
Brandon, MB
- $30,000 to $40,000 CAD / year
- Full-time
- On-site
…the overall efficiency of the practice. Key Responsibilities Advisor & Operations Support Provide administrative and operations support to Advisor Team. Follow established workflows,…
Added 6 hours ago
TA
Service advisor - auto repair
Total Auto Service
Waterloo, ON
- $18 to $28 CAD / hour
- Full-time
- On-site
Obtain and examine all relevant information to assess client feedback, enquiries and complaints in the delivery of meaningful information and services.
Added 6 hours ago
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Senior Sales Representative, HRO, Human Resources Outsourcing, Mid-Market Accounts
ADP
Burnaby, BC
- $97,500 to $147,500 CAD / year
- Other
Our Sales teams are at the heart of ADP’s success. Every day, they earn client trust, solve complex business challenges, and build long‑term partnerships that help organizations thrive.
Added 6 hours ago
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Technical Account Manager
Leni
Toronto, ON
- Full-time
Strong account management and client relationship skills, with experience serving as a trusted advisor to enterprise or B2B customers.
Added 7 hours ago
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Senior Manager, Technology Transformation
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Toronto, ON
- Contract
This role will lead the design and execution of our client transition from a project-centric Digital Technology organization to a product-based operating model. This role will own the…
Added 8 hours ago
H
Senior Management Consultant
HDR
Burlington, ON · Kingston, ON · Ottawa, ON · Richmond Hill, ON · Toronto, ON
- Full-time
Serve as strategic advisor with recognized authority in an area of specialization that resolves problems of great scope and complexity, primarily for our water and wastewater clients
Added 8 hours ago
DC
Project Manager – Community-Based Research & Engagement
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Added 9 hours ago
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Financial Advisor - Greater Toronto Region
Royal Bank of Canada
Toronto, ON
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As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 9 hours ago
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Administrative Assistant
Royal Bank of Canada
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By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering…
Added 9 hours ago
UF
Associate Director, Content Marketing
UJA Federation of Greater Toronto
Toronto, ON · North York, ON
- Full-time
Serve as a senior content marketing advisor to stakeholders, providing expert counsel and recommendations on messaging, audience engagement, content strategy, and campaign effectiveness.
Added 10 hours ago
RB
Commission Data Specialist
Royal Bank of Canada
Toronto, ON
- Full-time
Maintain advisor profiles and licensing data – Update FOS member profiles, add/terminate licenses, and manage database records based on Registration Department communications

Neilson Financial Services

Retention Advisor

Toronto, ON, Canada

Base Salary Range: $55,000- $60,000 · Full-time

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Job details

Pay: Base Salary Range: $55,000- $60,000
Job type: Full-time
Posting language: English
Posted: Oct 7, 2026

Original job description

At Neilson, we’re dedicated to helping families secure financial protection for their loved ones with a range of life insurance options.

Neilson is a leading provider of innovative, simple and great-value direct life insurance products. You may have come across some of our brands such as Cover Direct and Seniors Choice.

We have evolved from our origins in the UK, where the business was launched in 2012, to become an award-winning international operation and leader in the global life insurance market. Today, we have offices in the USA, Canada, Ireland, and Australia in addition to our UK operations based in Windsor, Ashford and Hull.

As a Retention Advisor, your primary responsibility will be to engage with existing customers to renew and retain their services. You will play a crucial role in understanding customer needs, addressing their concerns, and ensuring a high level of satisfaction to foster loyalty and retention.

Responsibilities:

Perform calls to policyholders who have missed payments and make payment arrangements where required.
Discuss, agree and arrange various client requests such as payment arrangements, sending policy details etc.
Handle customer complaints that may arise on a retention call, escalating to complaints team where necessary.
Record required call notes in relation to any work items handled, policy and/or payment changes to ensure the interaction is recorded accurately for business records.
Provide clients with correct and accurate information.
Respond to customer requests to cancel their policy and address any concerns they may have, sell policy benefits and use available retention tools to retain the customer as a policy holder.
Meet expected individual targets and contribute to business and team targets ensuring all customer service, sales and cancellation queries are handled in a professional, results driven manner.
Follow and apply quality assurance guidelines and compliance rules to all retention activities.
Observe and provide general updates to management team around trends in relation to the reasons for customer cancellation.
Learn and apply coaching and feedback from your manager to assist in meeting KPIs and expectations within the role.
Communicate effectively and professionally with other departments such as Service, Claims and Sales.
Keep up to date with any changes relating to Company Policies, processes and procedures.
Log service desk requests with manager when experiencing system issues.
Report any alleged agent misconduct and/or customer complaints to manager.
Managing customer requests effectively and efficiently.
Managing the delivery of customer correspondence within agreed company frameworks, timescales and deadlines.

Qualifications

Must be LLQP Licensed
Excellent communication, interpersonal skills with a demonstrated ability to correspond both verbally and written to exceptionally high standards
High level of attention to detail!
Knowledge of practices and procedures in a retention related environment
A hands on, common sense approach to day to day work related matters
Ability to operate well under pressure and within deadlines
Ability to multitask effectively whilst maintaining a high level of quality and service
Intermediate computer skills (Microsoft office)

Base Salary Range: $55,000- $60,000

This posting is intended to fill an existing vacancy, with a headcount requirement of 3 positions.

Additional information

If you are passionate about making a difference, you thrive in a fast paced and entrepreneurial environment and you want to be a part of a high performing team, we would love to hear from you!

Accessibility for Job Applicants:

We strive to make our job application process accessible to all individuals, including those with disabilities. If you require accommodation at any stage of the application, interview, or selection process, please contact our Human Resources department. Our team will work with you to provide suitable accommodations to ensure your participation.

Equal Opportunity Employer:

Neilson Financial Services is an equal opportunity employer. We welcome and encourage applications from candidates of all backgrounds and abilities. Our commitment to diversity and inclusion is fundamental to our company culture.

We use AI to assist with parts of our screening process and for interview note-taking. All hiring decisions are made by humans.

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More about this job

Responsibilities

The Retention Advisor is responsible for engaging with existing customers to address concerns, resolve payment issues, and prevent policy cancellations. They must maintain accurate records, meet performance targets, and provide professional service to ensure customer loyalty.

Requirements

Candidates must hold an active LLQP license and possess excellent communication and interpersonal skills. Proficiency in Microsoft Office and the ability to work effectively under pressure in a fast-paced environment are also required.

Skills

Retention
Customer Service
Communication
Conflict Resolution
Sales
Payment Processing
Attention To Detail
Microsoft Office
Compliance
Quality Assurance
Problem Solving
Interpersonal Skills
Time Management
Multitasking

Visa sponsorship

Not detected in the job text

Keywords

Retention Advisor
Life Insurance
LLQP
Customer Retention
Policy Management
Payment Arrangements
Customer Complaints
KPIs
Quality Assurance
Compliance
Microsoft Office
Financial Protection
Client Relations
Data Entry
Performance Targets

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