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Summer Intern 2027 - Private Wealth
Manulife
Montreal, QC
- Full-time
…contribute to business growth initiatives and enhance the client and advisor experience. As an intern, you will actively collaborate with cross-functional teams, engage in business…
Added 1 hour ago
NB
Private Wealth Advisor (1859)
National Bank of Canada
Quebec, QC
- Full-time
A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a…
Added 1 hour ago
NB
Senior Advisor Cybersecurity
National Bank of Canada
Montreal, QC
- Temporary
A career as a Senior Cybersecurity Advisor in
Added 1 hour ago
NB
Wealth Associate
National Bank of Canada
Brossard, QC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 1 hour ago
NB
Associate
National Bank of Canada
Winnipeg, MB
- Temporary
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 1 hour ago
NB
Account Manager, Real Estate Development Unit
National Bank of Canada
Laval, QC
- Full-time
Act as a trusted advisor by providing strategic financial guidance and leading complex real estate financing transactions from origination through execution.
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NB
BANKING ADVISOR
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 hour ago
NB
Senior Advisor Regulatory Governance
National Bank of Canada
Montreal, QC
- Full-time
A career as a Chief Advisor in the Prudential Standards and Oversight Office at National Bank means playing a central role in strengthening the Bank’s prudential risk governance, regulatory…
Added 1 hour ago
NB
Banking Advisor
National Bank of Canada
Dollard-Des Ormeaux, QC
- Full-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 2 hours ago
NB
Associate
National Bank of Canada
Medicine Hat, AB
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 2 hours ago
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Senior Advisor
Alberta Health Services
AB · Greater Edmonton Metropolitan Area
- Full-time
…empowered to do their best work. We're looking for a Senior Advisor, Psychological Health & Safety (PHS) to join our People Experience team. This is a unique opportunity to work with a…
Added 2 hours ago
Senior Manager, Leadership Recruiting
Bain & Company
Toronto, ON
Act as a trusted advisor to regional MDs, Regional Practice Leads, Global Practice Leads and Office Heads on talent strategy, not just search execution, and be comfortable delivering tough…
Added 6 hours ago
DM
Cybersecurity Lead
Discovery Mining Ltd
Toronto, ON
- Full-time
Coordinate internal and external resources during cybersecurity incidents and ensure timely communication with stakeholders.
Added 6 hours ago
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VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Collaborate with FP&A, Operations, Commercial, Supply Chain, Manufacturing, Procurement, Tax, Treasury, and Human Resources to improve enterprise performance.
Added 7 hours ago
DB
Part Time Bridal Sales
David's Bridal
Mississauga, ON
- $16 to $25.8 CAD / hour
- Part-time
Become the trusted advisor to his or her customer by completing training in a timely manner and continually building product knowledge and fashion trend expertise.
Added 8 hours ago
Specialist, Customer Experience & Enterprise Applications (Non-Union)
Alectra Utilities
Guelph, ON · Hamilton, ON · Mississauga, ON · St. Catharines, ON · Vaughan, ON
Serve as a functional advisor supporting project planning, system design, and implementation efforts.
Added 8 hours ago
MS
Organizational Dashboard Director
Morgan Stanley
Montreal, QC
- Full-time
…organizational dashboard program. The role partners globally across Human Resources, Technology, Risk Management, Legal & Compliance, and business stakeholders to support data-driven…
Added 11 hours ago
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WHS Specialist
Amazon
Hamilton, ON
- Full-time
…facilitate new approaches to safety, combining technology with human-centered solutions to create an environment where safety and productivity thrive together. This isn't just about…
Added 11 hours ago
A
WHS Specialist
Amazon
Belleville, ON
- Full-time
…facilitate new approaches to safety, combining technology with human-centered solutions to create an environment where safety and productivity thrive together. This isn't just about…
Added 13 hours ago
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Talent Acquisition Advisor
BRP
Valcourt, QC
- Full-time
We're looking for a Talent Acquisition Advisor to share the BRP Story and find and onboard the best talent that will help us continue our growth. If you enjoy taking on challenges and you…
Added 13 hours ago
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Talent Acquisition Advisor
BRP
Sherbrooke, QC
- Full-time
We're looking for a Talent Acquisition Advisor to share the BRP Story and find and onboard the best talent that will help us continue our growth. If you enjoy taking on challenges and you…
Added 13 hours ago
HI
Auto Insurance Advisor
HUB International
Moosomin, SK
- Full-time
Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.
Added 13 hours ago
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Manager, M&A Execution, Human Capital
Deloitte
Toronto, ON
- Full-time
…key decision makers, and establish credibility as a trusted advisor on M&A and Human Capital…
Added 14 hours ago
WHS Specialist
Amazon
Rocky View No 44, AB · Rocky View County, Alberta
…facilitate new approaches to safety, combining technology with human-centered solutions to create an environment where safety and productivity thrive together. This isn't just about…
Added 14 hours ago
I
Medical Advisor Neuroscience
Ipsen
Mississauga, ON
- Full-time
…patients in 88 countries. We build a workplace that champions human-centric leadership and fosters a culture of collaboration, excellence and impact. At Ipsen, every individual is empowered…

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.

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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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