Client Experience Manager

Lifeease Financial Solutions Inc. specializes in comprehensive financial planning for both personal and business clients. We assist clients with a range of services, from starting as new investors to multi-generational estate planning. Based in Ottawa, Ontario, we serve the greater Ottawa area through in-person appointments and offer virtual services to clients.

Role Description

We are seeking a Client Experience Manager to serve as the bridge between our advisor team and our back office. This is a high-impact, highly visible role for someone who thrives at the intersection of client relationships, event management, and team leadership. You will have real ownership over how we engage with clients, shape the events and communications that bring our brand to life, and lead the team that keeps our practice running smoothly.

What you will do

Client Experience & Service Model

• Design, implement, and continuously improve our client tou...