Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.
Introduction
Robertson is seeking a skilled Experience Strategist to join our client in support of an existing vacancy.
Contract Period
6 months with potential to extend or convert
Pay Rate
Starting from $60 per hour
Location
Toronto, ON
Location Type
Hybrid; onsite 3 days per week
Business Hours
Monday to Friday; 9AM to 5PM
Job Responsibilities: Engagement Focus
- Identify AI powered opportunities across wholesaler, marketer, and institutional operations workflows
- Focus on marketing operations as an initial priority initiative
- Bring structure to ambiguous problem spaces through clear frameworks, maps, and narratives
- Shape near and future state experiences that illustrate how AI can unlock efficiency, value, and adoption
- Partner with cross functional teams: Experience Design, Digital Product, AI, Engineering, Distribution, Marketing, Operations, Sales Enablement
- Create compelling insight-driven deliverables that accelerate alignment and decision‑making
Key Deliverables
- Current‑state workflow assessments across Retail & Institutional based on relevant initiatives
- AI opportunity maps and prioritization frameworks
- Service blueprints, journey maps, and future‑state experience concepts
- Visualized AI use cases, storyboards, and concept narratives
- Executive‑ready strategic decks
- Workshop facilitation + synthesized outputs
Experience & Qualification Requirements
- 5-7+ years in experience strategy, service design, or digital strategy
- Proven ability to identify and shape AI enabled opportunities
- Strong service design craft (journey mapping, blueprinting, JTBD, workflow analysis)
- Exceptional storytelling and visual communication skills (PowerPoint, Figma, Mural)
- Nice to have experience in complex, matrixed environments; financial services experience with retail and/or institutional experience preferred
Background Screening
Background screening is required as part of the onboarding process. The type of screening required (criminal, credit, or other verifications) will vary based on the position and client requirements.
AI Technology in Application Review
We use AI technology as part of our application review process to assist with screening and assessment. All applications are also reviewed by our recruitment team.
How to Apply
If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson & the clients we represent value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply.
Equal Opportunity Statement
Robertson & the clients we represent are equal opportunity employers, committed to diversity and inclusion. Robertson is a certified diverse supplier and actively seeks to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. We champion building a diverse and inclusive environment.
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Experience Strategist in Toronto employer: Robertson & Company Ltd.
Robertson & Company Ltd. is an exceptional employer, offering a dynamic work environment in the heart of the National Capital Region. With a strong commitment to employee growth and development, we provide opportunities for professional advancement while fostering a collaborative culture that values innovation and teamwork. Our focus on meaningful projects within the defence sector ensures that our employees contribute to impactful initiatives, making their work both rewarding and significant.
