Client Experience Lead & Events Strategist

Lifeease Financial Solutions Inc.; Ottawa; On-site; CAD 50,000 - 65,000; Full time

Job summary

Lifeease Financial Solutions Inc. seeks a Client Experience Coordinator in Ottawa to lead client interactions, events, and back-office operations. You will shape our service model, coordinate advisor outreach, and drive compliant, high-quality client engagements.

Responsibilities include event planning, communications, CRM maintenance, and cross-functional team leadership to ensure smooth practice operations and scalable growth.

Qualifications

• Experience in financial services or wealth management.
• Proven ability to plan and execute client events or programs.
• Experience leading or mentoring a team.

Responsibilities

• Design, implement and improve the client touchpoint service model.
• Plan and execute client-facing events, and manage logistics.
• Lead the back office team and oversee daily operations and compliance.
• Support advisor activities with CRM management and communications.

Skills

Client events planning

Team leadership

CRM proficiency

Communication skills

Organization & multitasking

Regulatory awareness

Wealth management knowledge

Education

LLQP or Mutual Fund license

Tools

CRM tools

Microsoft Office

Salesforce (asset)

Job description

Lifeease Financial Solutions Inc. seeks a Client Experience Coordinator in Ottawa to lead client interactions, events, and back-office operations. You will shape our service model, coordinate advisor outreach, and drive compliant, high-quality client engagements.

Responsibilities include event planning, communications, CRM maintenance, and cross-functional team leadership to ensure smooth practice operations and scalable growth.