Company Description Wohlstand Financial Inc. is a leading Canadian insurance and financial services brokerage headquartered in Toronto, Ontario, serving individuals, families, and businesses across Canada. The firm specializes in tailored solutions in life insurance, wealth management, and risk protection strategies designed to support long-term financial goals and generational wealth. Guided by a commitment to financial clarity and a client-centric approach, Wohlstand Financial empowers clients with knowledge, tools, and advice to make informed decisions.

A network of licensed advisors and strategic partners provides deep industry expertise and reliable guidance. The organization is dedicated to mentoring the next generation of financial professionals through innovative training, leadership opportunities, and a culture of integrity and excellence.

Role Description This full time Marketing Specialist role is a remote position based in Toronto, ON.

The Marketing

Specialist will plan and execute marketing campaigns that promote Wohlstand Financial’s insurance and wealth management services, aligning messaging with brand guidelines and business objectives. Daily responsibilities include conducting market research, analyzing client segments, supporting sales initiatives, and developing marketing strategies across digital and traditional channels.



The role involves creating and managing marketing content, coordinating events and promotions, collaborating with advisors and internal teams, and monitoring campaign performance to optimize results.

The Marketing

Specialist will also contribute to improving client communication, enhancing customer experience, and supporting the firm’s growth and outreach goals.

Qualifications

Candidates should possess strong Communication and Customer Service skills to engage clients, collaborate with colleagues, and present marketing initiatives clearly.

Candidates should possess Market Research and Marketing Strategy skills to analyze data, understand target audiences, and design effective campaigns.

Candidates should possess Sales and basic Marketing skills to support business development, lead generation, and client outreach efforts.

Candidates should ideally have proficiency with digital marketing tools (e.g., social media platforms, email marketing, CRM systems) and basic data analysis skills.

Post-secondary education in Marketing, Business, Communications, or a related field, or equivalent experience, is preferred.

Experience in financial services, insurance, or professional services marketing is an asset.

Ability to work on-site in Toronto, manage multiple projects, and meet deadlines in a fast-paced, client-focused environment.

📌 Marketing Specialist (Toronto)
🏢 Wohlstand Financial
📍 Toronto