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Added 20 mins ago
PE
Account Coordinator
PheedLoop Events
Toronto, ON
- Full-time
As an Account Coordinator; you’ll work at the intersection of Customer Support, Account Management, and Sales. You will:
Added 20 mins ago
FE
Account Manager
Four Eyes Financial
Moncton, NB
- Full-time
Four Eyes Financial is uniquely positioned to be North America’s #1 provider of retail investment advisor technology. We are experiencing significant growth and require the talents of an…
Added 1 hour ago
YR
Secondary Long Term Occasional (LTO) 66.67% Family Studies (2 sections of HFN2O1)
York Region District School Board
Maple, ON
- Full-time
Faculty Advisor/Coordinator or Practicum Advisor that has observed and evaluated your teaching practice in a classroom setting;
Added 1 hour ago
OG
Account Executive, ONE
Operto Guest Technologies
Vancouver, BC
- Up to $75,000 CAD / year
As an Account Executive for our ONE product, you'll help hotels solve one of the industry's biggest challenges: reducing dependence on Online Travel Agencies (OTAs) and increasing…
Added 1 hour ago
Technical Inside Sales Specialist
Nanometrics Inc
Ottawa, ON
Act as a trusted advisor to sales managers to support conversations with prospective buyers, understanding their unique technical pain points and accurately map our products to their specs.
Added 6 hours ago
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Technical Sales Representative - Power Generation
Wajax
Moncton, NB
- Full-time
Accountable/responsible for growing industry revenues within Top industry account portfolios and drive the acquisition of large new accounts ($60K - $500K)
Added 6 hours ago
R
Associate Wealth Advisor / Financial Planner
RBC
Vancouver, BC
- Full-time
As an Associate Wealth Advisor / Financial Planner you will work with a high performing Investment Advisor team and be responsible for providing proactive advice and support to our clients…
Added 6 hours ago
R
Associate
RBC
Vancouver, BC
- Full-time
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Added 6 hours ago
R
Associate
RBC
Vancouver, BC
- Full-time
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Added 6 hours ago
R
Associate Advisor
RBC
Vancouver, BC
- Full-time
As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping…
Added 6 hours ago
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Client Advisor
RBC
Richibucto, NB
- Part-time
…environment, you can build a great career with us as a future Account Manager/Banking…
Added 6 hours ago
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Administrative Assistant
RBC
Timmins, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering…
Added 7 hours ago
AI
Now Hiring: Client Advisor / Account Coordinator
AdEasy Inc.
Winnipeg, MB
- Full-time
Being an AdEasy Client Advisor means being responsible for developing sales and managing client accounts. Experience in client relationship management, a drive to find new opportunities for…
Added 8 hours ago
M
AI Business Solutions
Microsoft
Calgary, AB
- Full-time
We are seeking an experienced Copilot Cloud Solution Architect to serve as a trusted advisor and technical leader for Microsoft's strategic Retail & Consumer Goods customers.
Added 9 hours ago
M
Senior Field Supervision Manager
Manulife
Burlington, ON · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
Oversee delegation of account-level TI duties to supervision associates while retaining direct TI oversight for strategic advisor partners and specialized high-risk areas.
Added 11 hours ago
SP
Platform and Security Growth Business Account Executive
Salesforce Partner Canada
Toronto, ON
- Full-time
In the role of Platform Account Executive, you'll unlock the untapped potential of our Platform by collaborating with Account Owners (Core Account Executives) to deliver relevant insights…
Added 11 hours ago
T
PIA Client Service Associate
TD
Mississauga, ON
- Full-time
…one-on-one relationship with a dedicated and professional Investment Advisor (IA), while maintaining active participation in decisions regarding their investment portfolio. It's a very…
Added 11 hours ago
T
PIA Client Service Associate
TD
Regina, SK
- Full-time
…one-on-one relationship with a dedicated and professional Investment Advisor (IA), while maintaining active participation in decisions regarding their investment portfolio. It's a very…
Added 12 hours ago
VC
Inside Sales Representative
Viessmann Climate Solutions
Langley (District), BC · Langley, BC
- $33,000 to $83,000 CAD / year
- Full-time
Guide & Consult: Act as a trusted advisor - guiding customers on product selection, pricing, and availability while crafting tailored sales quotations.
Added 12 hours ago
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Associate Director, Investment Platform (Contract)
BMO
Toronto, ON · FCP
- Full-time
Strong understanding of investment products, managed account programs, portfolio construction, advisor platforms, wealth management operations, and regulatory requirements.
Added 13 hours ago
GP
Représentant(e) des ventes et du développement des affaires / Business Development Sales Representative
Global Payments Inc.
Calgary, AB · AB · Vancouver, BC · Halifax, NS · Toronto, ON · Montreal, QC · Quebec, QC
- Full-time
…and software solutions that fuel their success. As a trusted advisor and relationship builder, you'll create new opportunities, expand our client base, and influence how businesses operate…
Added 14 hours ago
D
Account Manager, Business
Desjardins
Laval, QC · Montreal, QC · Saint-Jérôme, QC · Complexe Desjardins Montréal
- Full-time
As a business account manager, you have a considerable impact on the organization by helping promote services and maintain business relationships with members and clients. You represent and…
Added 14 hours ago
A
Customer Success Manager
Amadeus
Ottawa, ON
- Full-time
…retention, and growth opportunities while serving as a trusted advisor to key customer…
Added 15 hours ago
B
Associate Director, Investment Platform (Contract)
BMO
Toronto, ON
- Full-time
Strong understanding of investment products, managed account programs, portfolio construction, advisor platforms, wealth management operations, and regulatory requirements.
Added 15 hours ago
S
Platform and Security Growth Business Account Executive
Salesforce
Toronto, ON · Canada - Toronto
- Full-time
In the role of Platform Account Executive, you'll unlock the untapped potential of our Platform by collaborating with Account Owners (Core Account Executives) to deliver relevant insights…

Connor, Clark & Lunn Financial Group Ltd.

Salesforce Solution Architect

Toronto, ON, Canada

The salary range for this position is $140,000 - $165,000.

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Job details

Pay: The salary range for this position is $140,000 - $165,000.
Posting language: English
Posted: Sep 28, 2026

Original job description

Interested in joining one of Canada’s top performing asset managers? We are looking for a Salesforce Solution Architect for an existing vacancy in our IS department. Joining as the Salesforce Solution Architect as part of our Salesforce Center of Excellence, you will lead the delivery of ongoing business value by bridging strategy and technical execution. Partnering closely with business leaders, end users and delivery teams, you will lead uncovering unmet needs and be responsible for the design and delivery of Salesforce solutions that enable a great user and client experience. Your expertise designing solutions addressing complex asset management workflows, coupled with a passion for working with cross functional team members to deliver high quality solutions with measurable business impact will serve as a foundation for success in this role. Our offices operate on a hybrid model with three days in-office.

What You Will Do

Stakeholder Engagement & Influence

Lead the engagement with key stakeholders and end users to uncover unmet needs and understand pain points, synthesizing insights into clear opportunities for process improvement or new capabilities
Act as a trusted advisor, shaping outcomes through enablement and recommendations that improve the day-to-day end user experience while increasing productivity and driving adoption
Lead conversations with a business value first mindset, translating complex solution concepts into tailored end user workflows

Shaping Unmet Needs & Requirements

Lead solution design feasibility, defining release scope and sequencing to align with business priorities while accounting for dependencies
Own the definition of clear, implementation-ready requirements and acceptance criteria that accelerate development, and enable consistent high-quality delivery
Collaborate with stakeholders across teams to ensure solutions support complete end to end processes that provide business value and an exceptional end user experience

Solution Design & Architectural Thinking

Own the end-to-end solution design of scalable, secure, maintainable Salesforce solutions that enable business strategy and a positive end user experience
Apply architectural thinking to ensure solutions reduce rework, technical debt and downstream delivery risk
Lead hands-on solution configuration, proof-of-concepts, and solution demonstrations to validate design decisions and de-risk delivery

Enable Delivery & Execution Leadership

Lead solution delivery, working closely with cross functional team members to guide solution implementation and participate in testing to ensure delivery of consistently high-quality solutions that provide an exceptional end user experience
Lead agile execution collaborating with project team members on overcoming roadblocks, establishing an environment for team members to do their best work
Lead the follow through of successful solution delivery, collaborating on the resolution of complex solution or data issues
Develop standards and best practices to accelerate future delivery

What You Bring

Demonstrated ability to communicate and influence across business and technical audiences, translating complex concepts into clear designs and outcomes
8+ years as a Salesforce Solution Architect designing scalable, secure solutions in regulated environments
Deep implementation based understanding of the Salesforce Platform, including configuration, advanced configuration, use of customization, data models, security models
Hands on Salesforce platform experience delivering cross-cloud solutions across areas such as Financial Services Cloud, Sales Cloud, Service Cloud, Account Engagement, Third Party Apps
Institutional Asset Management domain experience, is an asset
Proven track record of continuous learning and leadership

The salary range for this position is $140,000 - $165,000. The salary range provided reflects the base salary range for this position as required by legislation. In addition, there is an annual performance bonus which contributes to the total compensation for this position

Further questions may be directed to the HR team during the interview process.

LI-KC1

What We Offer
At Connor, Clark & Lunn Financial Group, we’re "invested in our greatest asset, you". Our shared goals reflect what matters most to our people:

Your community: we foster belonging through collaboration, inclusion and flexibility. Enjoy social events, volunteering and a strong commitment to corporate social responsibility. Our flexible work practices are designed to support work-life balance and provide employees with flexibility in where and how they work
Your growth: we prioritize your development with meaningful work, continuous learning budgets, paid study days and support for professional designations.
Recognizing you: your contributions are rewarded with competitive total compensation, retirement savings support, wellness credits, enhanced parental leave, and comprehensive health benefits.

For a closer look at how you can build your career with us, we invite you to explore cclgroup.com. 

We are committed to providing an inclusive, accessible recruitment and selection process. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process. Please contact talentacquisition@cclgroup.com if you require accommodation.

AI may be used to support certain stages of our screening & recruitment process. These tools support, but do not replace, human judgment and decision-making.

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More about this job

Responsibilities

The Salesforce Solution Architect will lead the design and delivery of scalable Salesforce solutions while acting as a trusted advisor to business stakeholders. They are responsible for translating complex business needs into technical requirements and guiding cross-functional teams through the implementation process.

Requirements

Candidates must have over 8 years of experience as a Salesforce Solution Architect with deep expertise in the Salesforce platform and regulated environments. Experience in the institutional asset management domain is considered a significant asset for this role.

Skills

Stakeholder Engagement
Solution Design
Financial Services Cloud
Sales Cloud
Service Cloud
Account Engagement
Asset Management
Agile Execution
Requirements Definition
Data Modeling
Security Modeling
Process Improvement
Technical Leadership
Cross-functional Collaboration
System Configuration

Benefits

Retirement savings support
Wellness credits
Enhanced parental leave
Comprehensive health benefits
Continuous learning budgets
Paid study days

Visa sponsorship

Not detected in the job text

Keywords

Salesforce
Solution Architect
Asset Management
Financial Services Cloud
Sales Cloud
Service Cloud
Account Engagement
Agile
Stakeholder Management
System Architecture
Data Modeling
Security Models
Process Improvement
Technical Debt
Proof-of-concept
Cross-functional Teams
Implementation
Workflow Design
Business Value
Cloud Computing

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