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Added 4 mins ago
DO
Project Manager
Department of Energy and Economic Diversification
Perth South, ON
- Full-time
As a Project Manager in the State Development and Project Facilitation Group, you will lead the planning, coordination and delivery of large and complex projects that contribute to Western…
Added 4 mins ago
T
Manager, RCM & Regulatory Change, Wealth Compliance (5062)
TD
Toronto, ON
- Full-time
Collaborate with Risk Owners and Legal, Risk, Audit, and Compliance Program stakeholders to promote aligned, effective regulatory change management and issue resolution.
Added 4 mins ago
BC
Registered Nurse - CCU
Brant Community Healthcare System
Brantford, ON
- Full-time
Employee Wellness Matters – Peer Support Team, Wellness Committee, Free, confidential Employee Assistance Program (EAP) for employees and their families.
Added 4 mins ago
BC
Registered Nurse - Mental Health Inpatient - Job Share
Brant Community Healthcare System
Brantford, ON
- Full-time
Employee Wellness Matters – Peer Support Team, Wellness Committee, Free, confidential Employee Assistance Program (EAP) for employees and their families.
Added 4 mins ago
BC
Registered Nurse - Medical B7
Brant Community Healthcare System
Brantford, ON
- Full-time
Reporting to the Clinical Manager, Medically Integrated Program, the successful applicant will be responsible for providing evidence based, comprehensive, safe, effective and ethical…
Added 4 mins ago
D
National Manager, Mailroom, Warehouse & Kitting
Dynacare
Brampton, ON
- Full-time
The National Manager, Mailroom, Warehouse & Kitting will be accountable to ensure safe, regulatory compliance for the operational aspect of transporting all dangerous goods required by the…
Added 4 mins ago
FS
Fire Sprinkler Fitter
Fire Safety and Protection
Cambridge, ON
- $56.47 CAD / hour
- Full-time
Coordinate with the Labour Supervisor and the Project Manager making recommendations on the timing between the material delivery and project start is sufficient to satisfy the needs of the…
Added 4 mins ago
LH
Senior Program Manager
LGI Healthcare Solutions
Montreal, QC
- Full-time
The Senior Program Manager is responsible for the governance and successful delivery of complex, strategic client-facing application and technology programs. They ensure that the various…
Added 4 mins ago
QT
Project Manager / Product Owner (AI)-Bilingual(French + Eng)
Q1 Technologies, Inc.
Montreal, QC
- $135,000 to $150,000 CAD / year
- Full-time
We are seeking a seasoned Project Manager / Product Owner to lead cross-functional AI initiatives, with a primary focus on the enterprise deployment and enablement of the firm’s end user AI…
Added 4 mins ago
PC
Occupational Therapist, Full Time, Seniors Mental Health Outreach - Kingston, Frontenac, Lennox and Addington Counties, Hastings and Prince Edward Counties
Providence Care
Kingston, ON
- Full-time
The Occupational Therapist under the general direction of the Community Team Manager will work as part of an inter-professional regional specialty Seniors Mental Health Behaviour Support…
Added 4 mins ago
R&
Program Manager (Data Governance)
Robertson & Company Ltd.
Toronto, ON
- Contract
Experienced Program Manager with a strong background in Data Governance, Data & Analytics, enterprise technology implementations, agile delivery, stakeholder management, and organizational…
Added 4 mins ago
ES
Senior Program Manager
Epsilon Solutions Ltd.
Toronto, ON
- Contract
Role-AI security research -Sr Program Manager
Added 16 mins ago
LC
Pharmacist
Loblaw Companies Limited
Welland, ON
- Full-time
This position reports to the Pharmacy Manager and is responsible for receiving, preparing and delivery of Rx accurately and timely. Ensuring adequate inventory levels to meet patient’s…
Added 16 mins ago
NA
Health and Safety Advisor
North American Construction Group Inc.
Fort McMurray, AB
- Full-time
Support as required for the return to work program as identified by the Health and Disability Manager.
Added 16 mins ago
LC
Pharmacist
Loblaw Companies Limited
Guelph, ON
- Full-time
This position reports to the Pharmacy Manager and is responsible for receiving, preparing and delivery of Rx accurately and timely. Ensuring adequate inventory levels to meet patient’s…
Added 16 mins ago
RI
Senior Manager Last Mile Operations
RXO, Inc.
Burnaby, BC
- $125,000 to $130,000 CAD / year
- Full-time
As a Senior Manager, Last Mile Operations at RXO, you will provide support to home delivery services for multiple clients and field operations. You’ll also maintain positive and ongoing…
Added 16 mins ago
C
Project Manager - Candidate Pool
CIMA+
Saskatoon, SK · Vancouver, British Columbia
- $110,480 to $151,910 CAD / year
- Full-time
We are seeking a dynamic Project Manager with experience in utility projects to join our Vancouver team. In this role you will drive success in complex, high-risk projects, collaborating…
Added 16 mins ago
C
Project Manager - Montreal - Candidate Pool
CIMA+
Montreal, QC
- Full-time
We are seeking an experienced Project Manager to lead the planning and design of large‑scale projects for major clients in the Greater Montreal area. In this strategic role, you will…
Added 28 mins ago
Cook - Casual
Cogir Senior Living
Burlington, ON · Christopher Terrace Retirement Residence
Reporting to the Culinary Manager, the Cook is responsible for preparation and delivery of all foods for residents, guests and employees.
Added 31 mins ago
Rehabilitation Services Coordinator
March of Dimes Canada
Winnipeg, MB
Act as a staff resource to support the activities of the Community Support Supervisor/Program Manager.
Added 31 mins ago
Business Analyst
Town of Tecumseh
Windsor, ON
Reporting to the Manager Information Technology, the Business Analyst is a critical bridge between Technology & Client Services (TCS) and its client groups.
Added 31 mins ago
Director, Digital Experience Platforms
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Mississauga, ON · Halifax, NS
The Director, Digital Experience Platforms (DXP) is accountable for the strategy, engineering delivery, operations, reliability, and evolution of all customer-facing digital experience…
Added 31 mins ago
Sales Representative
The Hillman Group, Inc.
Victoria, BC · Nanaimo, BC
The Sales Representative role reports to the National Sales Manager and is responsible for driving sales within their defined territory. Critical skills include the ability to manage key…
Added 31 mins ago
Propane Cylinder Driver
Superior Plus Propane Talent Acquisition
Guelph, ON
Reporting directly to Market Manager and collaborating regularly with the Delivery Coordinator, our Cylinder Drivers are responsible for the safe and timely delivery of product to our…
Added 31 mins ago
LC
Health Service Coordinator
Loblaw Companies Limited
Mississauga, ON
- Full-time
Provide exceptional customer service to all parties involved in Health Services, ensuring that the unique needs of patients, clinics and program requirements are met.

OPB (Ontario Pension Board)

Client Service Advisor

Toronto, ON, Canada

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

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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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