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Added 2 mins ago
JT
Interim Manager, Community Outreach and Employment Services, Job ID #143
JVS Toronto
Toronto, ON
- Contract
Lead, organize, coordinate and support delivery of relevant workshops
Added 16 mins ago
DE
Sr Operations Supervisor
DHL Express
Mount Hope, ON
- Full-time
What makes DHL great? Our People! We know each employee’s individual contributions make us the #1 Express Delivery and Logistics Company in the world.
Added 16 mins ago
IE
Sr. Manager Organizational Design and Change
IMAX Enhanced | Streaming & Consumer Technology
Mississauga, ON
- Full-time
The Senior Manager, Organizational Design and Change Management will partner with leaders and teams to strengthen IMAX’s organizational effectiveness. This role will assess structures,…
Added 16 mins ago
CO
Lead, Services and Programs (Youth Program Lead)
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Sudbury, ON · Greater Sudbury, ON
- Part-time
Main Function: To assist in the delivery and efficient operation of the designated program or services.
Added 16 mins ago
JR
Spécialiste, Approvisionnement , R&D et Introduction de Nouveaux Produits / Specialist, Sourcing, R&D and New Product Introduction
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- Full-time
…our pharmaceutical expertise, we support the development and delivery of essential products that assist healthcare professionals and patients across North…
Added 16 mins ago
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- Full-time
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Added 16 mins ago
AF
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Added 18 mins ago
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Derrick Chrysler Dodge Jeep Ram Fiat
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Health & Wellness: Comprehensive medical and dental benefits, Short-Term and Long-Term disability, a Health Spending Account, plus an Employee Family Assistance Program.
Added 18 mins ago
Director, Community Partnerships
Government of Alberta
AB
Anticipate emerging issues and opportunities related to program delivery and community engagement and initiate options and recommendations for executive consideration.
Added 18 mins ago
F
Operations Supervisor - 797 Remanufacturing
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Added 33 mins ago
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Manager, Project Development - Mining and Metals Saskatoon
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Added 33 mins ago
DL
Class 1 Driver
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- Full-time
Complete delivery paperwork and coordinate pick‑ups and drop‑offs.
Added 33 mins ago
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Class 5 Driver
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Complete delivery paperwork and coordinate pick‑ups and drop‑offs.
Added 47 mins ago
KB
Assistant Store Manager - Sales and Services
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Corner Brook, NL
- Full-time
The Assistant Store Manager – Sales & Service is a key leadership role at KENT, focused on delivering an exceptional customer experience and driving overall store performance within a…
Added 47 mins ago
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Manager of Practice & Nation Standards
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The Manager of Practice & Nation Standards provides independent Nation-wide oversight of child and family programs and services. At its heart, this position is about accountability to…
Added 47 mins ago
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The Assistant Sales Operation Manager for Amphenol Highspeed IO business unit supports the Sales Operation team in executing marketing and business strategies, driving customer…
Added 47 mins ago
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Added 48 mins ago
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Manager of Practice & Nation Standards
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Williams Lake, BC
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The Manager of Practice & Nation Standards provides independent Nation-wide oversight of child and family programs and services. At its heart, this position is about accountability to…
Added 48 mins ago
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Added 48 mins ago
Manager, Research Services, Ethics and Compliance
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TITLE: Manager, Research Services, Ethics and Compliance
Added 48 mins ago
BI
Construction Manager
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- Full-time
As Construction Manager, you’ll direct and coordinate every active BUILD IT site. You’ll report to the Director of Construction and lead our site supervisors, field staff, and trades to…
Added 1 hour ago
ITS Project Manager
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The ITS Project Manager is responsible for leading the planning, coordination, execution, and delivery of technology infrastructure and technology-enabled facility projects across the…
Added 1 hour ago
EB
Senior Executive Assistant
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Reporting to the Manager, Executive Office & Board Liaison, you will act as an extension of both the executive and the Executive Office, exercising sound judgment, discretion, and…
Added 1 hour ago
DG
Financial Services Manager
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Vancouver, BC
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The Financial Services Manager at Vancouver Honda plays a key role in supporting the dealership’s sales and finance operations. Reporting to the Sales Management team, this position is…
Added 1 hour ago
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Front End - Clerk All Purpose
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OPB (Ontario Pension Board)

Client Service Advisor

Toronto, ON, Canada

The target hiring salary for this position is $95,000. · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: The target hiring salary for this position is $95,000.
Job type: Full-time
Apply by: Nov 5, 2026
Posting language: English
Posted: Oct 6, 2026

Original job description

Client Service Advisor (Certified Financial Planner – CFP® Designation Required)

Advisory Services - Client Services

Permanent Full-time

About us:

The Ontario Pension Board (OPB) administers the Public Service Pension Plan (the PSPP), a major defined benefit pension plan sponsored by the Government of Ontario. With 100,000 members and almost $40 billion in assets, the PSPP is one of Canada’s largest pension plans. It is also one of the country’s oldest, successfully delivering the pension promise since the early 1920s. Learn more about OPB.

About the role:

Please note: A Certified Financial Planner (CFP®) designation in good standing is a mandatory requirement for this position. Applicants must currently hold the designation to be considered.

Are you a Certified Financial Planner (CFP®) with an absolute passion for delivering exceptional client service and retirement planning solutions? The Ontario Pension Board has an excellent opportunity for a CFP professional with enthusiasm for client engagement and advancing financial literacy. As a Client Service Advisor, you will deliver a range of advisory services and empower clients in making informed financial decisions as they navigate options related to their pension and plan for retirement. Reporting to the Manager, Client Services, the Client Service Advisor delivers subject matter expertise across OPB and champions the advancement of broader Client Services goals, initiatives and objectives.

Key Responsibilities:

Leading client meetings through delivering personalized consultation, unbiased guidance and expert advice to clients as they exercise their options and entitlements under the Public Service Pension Plan (PSPP).
Conducting a full analysis of a client’s circumstances, history, current financial information, future needs, and Plan provisions, to recommend client-centric solutions, identifying financial implications and possible risks with each option.
Managing escalated client requests to identify potential issues, trends, risks and opportunities, as well as recommend and implement solutions to continually enhance overall service delivery.
Contributing financial expertise on various initiatives, including the development of tools, resources, processes, and technologies to continually enhance client experiences and advisory services.
Participating in workshops and presentations (in-house and off-site) by providing expertise and advice on emerging issues, pension legislation reform, and industry changes.
Occasional travel across Ontario is required for this position, as feasible.

Mandatory Requirement:

Certified Financial Planner (CFP®) designation in good standing. Applicants must hold the designation at the time of application.

Key Qualifications:

Experience developing customized financial plans with an excellent understanding of retirement planning along with comprehensive knowledge of financial planning concepts including pension plans (preferably defined benefit), estate planning, taxation and other products.
Superior relationship management and interpersonal skills to effectively engage with clients, identify their needs and deepen trust while providing customized and consultative support.
Excellent written and verbal communication skills with the ability to explain technical information to a wide variety of clients and effectively resolve difficult situations with tact and diplomacy.
Demonstrated organizational and time management skills and proactivity to support effective planning and delivery on client commitments, while balancing sustained progress towards the achievement of broader team and strategic goals.
Well-developed analytical skills to interpret and identify trends, issues, and emerging client requirements and effectively identify and mitigate risk.
Strong desire to continually learn and contribute to a culture of teamwork, collaboration and development.

Compensation:

The target hiring salary for this position is $95,000. A candidate’s placement in the range is based on skills, knowledge, experience, and internal equity, with consideration for how the candidate is developing, meets, or exceeds the role’s requirements.
This position is eligible to participate in OPB’s Annual Incentive Program, subject to its terms and conditions.

Additional Information:

This posting is for an existing vacancy.
The competition will remain open until a successful candidate is selected or until the competition is closed.
No artificial intelligence tools are used to screen, assess, or select applicants for this position. We thank all applicants, however, only those selected for an interview will be contacted.
The identified final candidate will be required to complete a background screening.
OPB is committed to providing accommodation for people with disabilities in its recruitment process. Please advise OPB if you require an accommodation, and we will work with you to meet your needs. OPB is committed to fostering a culture of diversity, equity and inclusiveness that reflects the diverse communities we serve. We welcome and encourage applications from those who may contribute to the further diversification of ideas.

If you are looking for an exciting opportunity and to build a career in an innovative and dynamic organization, submit your resume by clicking on Apply.

Careers - Ontario Pension Board

We thank all applicants, however, only those selected for an interview will be contacted. Ontario Pension Board is an equal opportunity employer.

Apply About employer

More about this job

Responsibilities

Provide personalized pension and retirement-planning advice, analyze clients’ circumstances and plan options, and recommend solutions that account for financial implications and risks. Manage escalated requests and contribute financial expertise to service improvements, tools, resources, workshops, and presentations.

Requirements

A CFP® designation in good standing is mandatory at the time of application. Candidates should have experience developing customized financial plans and strong retirement-planning knowledge, along with excellent client relationship, communication, analytical, organizational, and risk-management skills.

Skills

Retirement Planning
Financial Planning
Defined Benefit Pension Plans
Client Consultation
Relationship Management
Interpersonal Communication
Written Communication
Verbal Communication
Financial Analysis
Risk Identification And Mitigation
Escalation Management
Problem Solving
Time Management
Organizational Skills
Workshop And Presentation Delivery
Certified Financial Planner (CFP)

Visa sponsorship

Not detected in the job text

Keywords

Certified Financial Planner (CFP)
Defined Benefit Pension
Retirement Planning
Customized Financial Plans
Financial Planning
Pension Legislation
Estate Planning
Taxation
Client Services
Client Engagement
Personalized Consultation
Financial Literacy
Financial Analysis
Risk Assessment
Risk Mitigation
Relationship Management
Escalation Management
Service Delivery
Process Improvement
Client Experience
Advisory Services
Workshops
Presentations
Pension Entitlements
Financial Decision-Making

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