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Added 13 mins ago
PS
Advisor, Data Analytics Enablement
Public Sector Pension Investment Board
Montreal, QC
- Full-time
…Headquartered in Ottawa, PSP Investments has its principal business office in Montréal and offices in New York, London and Hong…
Added 13 mins ago
Manager, Analytics
Scotiabank
Toronto, ON
Act as a trusted advisor to business leaders across Retail, Wealth, Risk, Finance, and other key functions.
Added 13 mins ago
Senior Manager, Learning Design & Delivery - Toronto, ON
Scotiabank
Toronto, ON
…Wealth Management learning programs, including onboarding and advisor development programs. Collaborates with business partners and the Practice Excellence team to lead program management,…
Added 13 mins ago
Business Advisor - Clarenville
Scotiabank
Clarenville, NL
Our Business Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide…
Added 13 mins ago
Bilingual Wealth Management Intern (Student/New Grad)
The Canada Life Assurance Company
Montreal, QC
…sales team to focus on generating new sales and growing the advisor base. You will also be part of supporting the implementation of multiple territory business…
Added 13 mins ago
Global Mobility - Expatriate Tax - Manager - Vancouver
EY
Vancouver, BC
…and advisory solutions that enable mobility strategies and business…
Added 13 mins ago
TI
Buyer
TalentMinded Inc.
Toronto, ON · Scarborough, ON
- Full-time
…evaluating competitive quotes, negotiating pricing, and awarding business. You will source raw materials and fabricated components, balancing cost, quality, and delivery requirements to…
Added 13 mins ago
EC
Human Resources Business Partner (HRBP), Hospitality – River Cree Ventures Limited Partnership (RCVLP) – Open Competition
Enoch Cree Nation
Spruce Grove, AB
- Full-time
Experience in an HR Business Partner, HR Generalist, or HR Advisor role.
Added 27 mins ago
AG
Spécialiste en acquisition de talents
Adelphi Group
Montreal, QC
- Full-time
…200 colleagues and friends who specialize in media planning, business strategy, project management, and digital and audio & video…
Added 28 mins ago
KI
NetSuite Developer
Kalpa Inc.
Canada
- Full-time
…implementations. This position bridges the gap between complex business challenges and technical system solutions. As a trusted advisor, the Sr. Consultant conducts deep-dive discovery,…
Added 28 mins ago
CI
Manager, Sales Governance and Operations
Calian in Space & Technology
Ottawa, ON
- Full-time
…governance, operational effectiveness, and growth of the ITCS business. In this role, you will oversee sales governance processes, procurement and contracting activities, proposal and bid…
Added 28 mins ago
KR
Senior Business Analyst
KTek Resourcing
Toronto, ON
- $90,000 to $1,000,000 CAD / year
- Full-time
Role: Business Analyst with banking experience
Added 42 mins ago
D
Senior Advisor, Business strategies
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a senior business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service…
Added 42 mins ago
WP
Sales Advisor - West 4th Ave
Warby Parker
Vancouver, BC
- Part-time
Warby Parker is searching for a well-rounded Sales Advisor to help us deliver the best possible service to each and every one of our customers. (At other brands, you might see similar roles…
Added 42 mins ago
Finance Strategic Business Advisor
University of Saskatchewan
Saskatoon, SK
As a Finance Strategic Business Advisor (SBA), we partner with colleges and units across campus to support strategic finance initiatives focused on the University Plan 2025 in being the…
Added 42 mins ago
FG
Laline - Seasonal Sales Associate (Seasonal Beauty Advisor) - Scarborough Town Centre
Fox Group Canada Inc.
Toronto, ON · Scarborough, Ontario
- Part-time
As a Seasonal Beauty Advisor / Seasonal Sales Associate, you will join our team during one of the busiest and most exciting times of the year. Reporting to the Store Manager, you will…
Added 43 mins ago
A
Indigenous and Stakeholder Relations Professional
Airswift
Calgary, AB · Greater Calgary Metropolitan Area
- Contract
We are seeking an experienced Indigenous and Stakeholder Relations Advisor to support the development and maintenance of relationships with Indigenous communities, local stakeholders, and…
Added 58 mins ago
R
Banking Advisor
RBC
Moose Jaw, SK
- Full-time
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Added 58 mins ago
R
Senior Will and Estate Advisor
RBC
Halifax, NS
- Full-time
As an RBC Royal Trust professional, the Senior Will and Estate Advisor is responsible for the acquisition of new wills and powers of attorney/mandates appointing Royal Trust in a fiduciary…
Added 58 mins ago
R
Investment Funds Advisor Assistant
RBC
Vancouver, BC
- Full-time
…experience, skills, registration status; market conditions; and business…
Added 58 mins ago
0
Inside Sales Representative
0229f850-4aff-4275-beb3-9bf6c8fb1f1c
Ajax, ON · Mississauga, ON
- Full-time
Act as a trusted advisor, providing insights into the value and benefits of continued service contracts.
Added 58 mins ago
SL
Manager, Finance Automation
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
Act as a trusted advisor to internal clients, presenting engagement status, solution options, demos, recommendations and outcomes to business partners
Added 58 mins ago
M
Sr. Manager, Workforce Readiness
McKesson
Mississauga, ON
- Full-time
The pace of business and technology transformation, particularly with AI, is outpacing the organization’s ability to absorb change and the Workforce Readiness team exists to close that gap…
Added 1 hour ago
C
Financial Advisor CIRO-ID
CIBC
London, ON
- Full-time
Business development - Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients. Use your strong…
Added 1 hour ago
B
Client Services Assistant
BMO
Newmarket, ON
- Full-time
…provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing client relationships through the delivery of…

Broadridge

Lead, Client Services - Bilingual (Hybrid)

Toronto, ON, Canada

Salary Range: $80,000 - $110,000 CAD. · Full-time

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Job details

Pay: Salary Range: $80,000 - $110,000 CAD.
Job type: Full-time
Experience: At least 5 years of bilingual (French and English) experience in a customer-facing role focused on customer service
Posting language: English
Posted: Oct 28, 2026

Original job description

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.

As a key connection between our organization and large bank and brokerage clients in Toronto and Montreal, you will build trusted relationships, understand client needs, and coordinate timely resolution of questions and issues. You will work across internal teams to support client satisfaction, product adoption, successful implementations, and ongoing service improvement.

Key Responsibilities

Serve as a primary point of contact for our large financial services clients, maintaining regular communication and ensuring client satisfaction.
Work closely with internal teams to ensure client inquiries are addressed in a timely manner and with completeness.
Conduct periodic business reviews to assess client satisfaction and align on goals, strategies, and success measures.
Ensure understanding of clients business needs and goals for alignment.
Client focal point for problem management, change management and client requests for services.
Work closely with clients to build product knowledge, demonstrate best practices, increase feature adoption, and support retention.
Reporting of contracted Service Level Agreements and incident updates.
Partner with Product and Delivery teams to coordinate successful project implementations/changes.
Guide clients through releases and changes.
Lead group demonstrations that increase client awareness and understanding of our tools and offerings.
Support Enterprise Customer Success Partners with day-to-day activities, including troubleshooting, remediation, research, reporting, and other requests.
Analyze product usage data, identify trends, and share actionable insights that will help internal teams and clients.
Identify opportunities to expand product usage in ways that align with client needs and business objectives.
Represent the client’s perspective internally, help improve the product experience, and communicate updates effectively.
Respond to client questions and issues in a timely manner, partnering with Support and technical teams as needed.
Report customer success milestones and achievements to internal stakeholders.
Find creative ways to improve processes/communication
Actively seek ways for automation of current processes to improve responsiveness including the use of Agentic AI

Experience

At least 5 years of bilingual (French and English) experience in a customer-facing role focused on customer service

Experience building client relationships and acting as a business partner and trusted advisor.

Experience with financial services technology and products.

High level understanding of Canadian taxation and various tax slips

Work efficiently in a multi-tasking environment where high attention to detail is required.

Strong written and verbal communication in French and English, time management, and client relationship skills.

Ability to manage multiple priorities, solve problems, and work with strong attention to detail and analytical rigor.

Education

Canadian Securities Course
Bachelor’s degree or equivalent
Microsoft Office Suite
Agentic AI

Availability

This role requires availability to work after hours and on weekends, and to participate in on-call coverage for major incidents and project implementations.

Recruitment Process

Throughout the application process, you will be required to attend interviews in person. Our recruiters will explain the interview process at each stage and answer any questions you may have.

Compensation

Salary Range: $80,000 - $110,000 CAD. Compensation may vary depending on a number of factors, including a candidate’s qualifications, skills, competencies and experience, and location. Base pay is one part of the Total Package that is provided to compensate and recognize employees for their work, and this role may be eligible for additional discretionary bonuses/incentives, and restricted stock units.
Bonus Eligible Position
Benefits: Medical, dental, life and vision insurance. RRSP program with company match, paid parental leave, competitive vacation days and more. Medical insurance starts immediately upon hire.

Vacancy Disclosure

This posting is for an existing and currently open position within Broadridge.

Background Check Process

Broadridge requires employees to complete a background check that is completed by one of our service providers. We use this service to complete the following checks:

Employment verification
Education verification
Credit inquiry
Canadian criminal record check

Workplace Flexibility

We are committed to supporting flexible work arrangements, investing in technology or other resources to enable you to work from home effectively, wherever possible.

At this time this is a hybrid role, and therefore you should have a basic home office set up, high-speed internet, and the ability to work without distractions during core business hours.

Accessibility & Accommodation

Broadridge is an equal opportunity employer and is committed to a diverse and inclusive workplace ensuring that equal employment opportunities are provided to all individuals, regardless of race, colour, gender identity, sexual orientation, marital status, creed, age, disability, religious affiliation, or national origin or citizenship. If you require any accommodations during the recruitment process, please notify our recruitment team.

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company - and ultimately a community - that recognizes and celebrates everyone’s unique perspective.

Use of AI in Hiring

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

Apply About employer

More about this job

Responsibilities

Serve as the primary point of contact for large financial services clients to ensure satisfaction, product adoption, and timely resolution of issues. Coordinate with internal teams to manage project implementations, report on service level agreements, and identify opportunities for process automation.

Requirements

Requires at least 5 years of bilingual experience in a customer-facing role within the financial services technology sector. Candidates must possess a bachelor's degree, strong analytical skills, and the ability to work in a hybrid environment with occasional after-hours availability.

Skills

Financial services technology
Customer service
Bilingualism
Problem management
Change management
Product adoption
Data analysis
Project implementation
Taxation knowledge
Communication
Time management
Analytical rigor
Agentic AI
Microsoft Office Suite
Canadian Securities Course

Benefits

Medical insurance
Dental insurance
Life insurance
Vision insurance
RRSP program with company match
Paid parental leave
Competitive vacation days

Visa sponsorship

Not detected in the job text

Keywords

Client Services
Financial Services
Broadridge
Customer Success
Bilingual
Taxation
Tax Slips
Project Management
Product Adoption
Service Level Agreements
Incident Management
Change Management
Agentic AI
Data Analysis
Canadian Securities Course
Microsoft Office
Relationship Management
Business Reviews
Automation
Client Retention
Technical Support
Implementation
Financial Technology
Hybrid Work
Customer Satisfaction

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