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Added 1 min ago
MG
Gestionnaire, Maintenance / Manager, Maintenance
Medicom Group
Montreal, QC
- Full-time
…incarnons nos valeurs au quotidien en plaçant la satisfaction client au cœur de nos priorités, tout en favorisant le travail d’équipe, la responsabilisation et…
Added 1 min ago
LS
Regional Territory Manager – Building Materials
Lock Search Group
Vancouver, BC · Greater Vancouver, BC
- Full-time
Our client is a well-established Canadian manufacturer with a long-standing reputation for quality, innovation, and exceptional customer service within the building products industry. They…
Added 1 min ago
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Gestionnaire de Projets Municipal / Project Manager Municipal
Veolia | North America
Montreal, QC
- Full-time
Reporting to the Project Portfolio Manager, you will plan, organize, supervise, and control project execution activities, including installation work oversight and client follow-up. You…
Added 1 min ago
CH
Administrateur de bureau
Cardinal Health Canada
Dorval, QC
- Full-time
Added 1 min ago
NN
Prevailing Wage & Apprenticeship Compliance Manager (m/f/d)
Nordex North America
Montreal, QC
- Full-time
…renewable energy a reality for the world. The Project Compliance Manager for Prevailing Wage and Apprenticeship will lead Nordex’s compliance efforts related to prevailing wage and…
Added 1 min ago
MG
Western Canada Compliance Manager
MISTRAS Group
Calgary, AB
- Full-time
…improvement of OHS and environmental programs across Western Canadian field operations and facilities . Ensure full alignment with provincial OHS legislation, federal laws, and…
Added 1 min ago
BC
Associate or Vice President, Global Markets
BMO Capital Markets
Montreal, QC
- Full-time
Thorough knowledge of financial market, pricing, and trading/hedging strategies and familiarity with a variety of the field’s concepts, practices and procedures
Added 1 min ago
BC
Director, Capital Markets - Capital Allocation & Management
BMO Capital Markets
Toronto, ON
- Full-time
…support disciplined, risk-adjusted returns fully aligned with our client-centric priorities. The team oversees capital planning, investment governance, booking strategy, transaction and…
Added 1 min ago
SO
Construction Administrator/ Project Manager
Salas O'Brien
Ottawa, ON · Greater Ottawa Metropolitan Area
- $90,000 to $120,000 CAD / year
- Full-time
Mechanical Construction Administrator/ Project Manager
Added 1 min ago
R
Junior Specialist, Real Estate Transactions (T & I) (Telework/Hybrid)
Radio-Canada
Montreal, QC
- Full-time
…This role directly assists the Senior Co-ordinator and Senior Manager in ensuring data integrity and operational excellence across the corporate real estate…
Added 1 min ago
T
Personal Banking Associate Trainee - O'Brien, VSL (Full-time, 37.5h/week)
TD
Montreal, QC
- Full-time
Post-Secondary or Undergraduate degree (in related field) preferred
Added 1 min ago
SR
Outside Sales Representative
Sunbelt Rentals, Inc.
Okotoks, AB
- Full-time
4-year college degree in related field with at least 1 year of related experience OR 3-4 years of related sales experience
Added 1 min ago
CB
Supply Chain Project Manager - M&E
Clark Builders
Edmonton, AB
- Full-time
The SC Project Manager (M&E) manages the daily operations of one or more supply chain projects and coordinates product selection, deliveries, and subcontractor installations with internal…
Added 1 min ago
CB
Supply Chain Project Manager - MV/Cable
Clark Builders
Edmonton, AB
- Full-time
The SC Project Manager (MV/Cable) manages the daily operations of one or more supply chain projects and coordinates product selection, deliveries, and subcontractor installations with…
Added 1 min ago
B
Senior Manager, Strategic Learning
BMO
Toronto, ON · FCP
- Full-time
…capabilities and experiences across Capital Markets. As a Senior Manager of Strategic Learning, you will partner closely with business leaders, HR, Communications and other key stakeholders…
Added 1 min ago
B
Mortgage Specialist
BMO
Granby, QC
- Full-time
Provides customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products (e.g. everyday banking, lending, and…
Added 1 min ago
B
Mortgage Specialist
BMO
Boucherville, QC
- Full-time
Provides customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products (e.g. everyday banking, lending, and…
Added 1 min ago
B
Mortgage Specialist
BMO
Saint-Jean-sur-Richelieu, QC
- Full-time
Provides customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products (e.g. everyday banking, lending, and…
Added 1 min ago
B
Mortgage Specialist
BMO
Brossard, QC
- Full-time
Provides customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products (e.g. everyday banking, lending, and…
Added 1 min ago
B
Mortgage Specialist
BMO
Longueuil, QC
- Full-time
Provides customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products (e.g. everyday banking, lending, and…
Added 1 min ago
B
Manager, DevSecOps
BCI
Victoria, BC · CA Victoria
- Full-time
Reporting to the Director, Application Delivery, the Manager, DevSecOps (Development, Security, Operations) is responsible for developing, implementing, and continuously improving a…
Added 16 mins ago
V
Gestionnaire des opérations éoliennes - Dégélis, QC (Degelis, Quebec, CA, G5T 0C1)
Vestas
Dégelis, QC
- Full-time
As a Wind Site Operations Manager, you will be responsible for the operations of a service site, ensuring optimized performance, safety, and customer satisfaction. In this role, you will…
Added 16 mins ago
KD
Account Manager
Keurig Dr Pepper Canada
Calgary, AB
- $73,900 to $93,500 CAD / year
- Full-time
Data Management and Analysis: Leverage various data sources (internal/client sales reports, Nielsen data, market trends) to gain deep market insight and advise clients on growth strategies…
Added 16 mins ago
R
Administrator, Media Solutions (Hybrid/Telework)
Radio-Canada
Toronto, ON
- Full-time
This role is a hybrid work arrangement. Work schedule to be discussed with the Hiring Manager according to the guidelines defined by the department.
Added 16 mins ago
CM
Mental Health Clinician (Children's Services)
Canadian Mental Health Association
Mount Forest, ON
- Part-time
Reporting to the Manager, Children’s Services, the successful candidate will be committed to assisting parents, children, and youth to establish healthy relationships. This will include…

Croesus

Account Manager

Laval, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 3, 2026
Experience: Extensive experience (12+ years) in a similar role.
Posting language: English
Posted: Nov 3, 2026

Original job description

Company Description

Croesus provides innovative, high-performance, and secure wealth management solutions that include portfolio management systems, portfolio rebalancing tools, and application programming interfaces (APIs). These solutions empower wealth management professionals to improve their productivity, enhance their client relationships, make informed decisions, and maximize the management of their assets under management.

Croesus’s mission is to provide a superior experience to its clients, users, partners, and employees and to positively impact the community. With more than 200 employees in its Montréal, Toronto, and Geneva offices, Croesus has won several industry awards for being a high-quality solution provider and an outstanding employer.

Position

Job Overview

The Account Manager plays a key role focused on developing and expanding long-term client relationships to maintain and grow revenue within an assigned portfolio of accounts.

The successful candidate will build new relationships, nurture existing ones, understand client needs, and propose tailored solutions aligned with Croesus’ capabilities. To achieve this, the Account Manager will develop and maintain strategic account plans to coordinate and guide all Croesus activities related to their accounts (including engaging with executive management and the Board of Directors, as needed).

Your Daily Responsibilities

Strategic & Relationship Management: Build and maintain lasting relationships with clients by offering Croesus solutions tailored to their needs.
Sales & Revenue Growth: Master and sell cutting-edge solutions, drive cross-selling/upselling, and achieve financial targets.
Internal Collaboration & Projects: Work closely with internal teams (sales, marketing, development) to ensure a cohesive client experience and seamless project execution.
Proposals & Contracts: Prepare, present, and negotiate commercial proposals while facilitating contract execution and renewals.
Satisfaction & Market Intelligence: Regularly assess client satisfaction and stay abreast of industry trends and opportunities for new solutions.

What We Are Looking For

Education & Experience:

Bachelor’s degree in Business Administration, Marketing, or a related field.
Extensive experience (12+ years) in a similar role.
Experience in the wealth and asset management industry is a strong asset.

Technical Skills

Strong skills in sales, negotiation, and client relationship management.
Excellent written, verbal, and presentation skills in both French and English to communicate effectively with our clients.
Proficiency with CRM tools (Salesforce).

Soft Skills

Leadership & Positive Influence: Ability to inspire, guide, and positively influence teams and clients.
Customer Focus: Strong service mindset and dedication to putting client needs at the center of proposed solutions.
Strategic Vision & Business Acumen: Ability to design effective sales plans and act with autonomy and an entrepreneurial mindset.
Analytical Rigor: Strong capability to accurately analyze and interpret sales data.
Collaboration & Adaptability: Ease in working as part of a team, collaborating cross-functionally, and adapting quickly to a changing environment.

Are you interested in this challenge? Do you believe you have the qualities and expertise required for this position? Please complete your application today.

Although all applications are carefully analyzed, we will communicate only with those selected. Thank you for your interest in Croesus.

Apply About employer

More about this job

Responsibilities

Develop and expand long-term client relationships, grow revenue across an assigned account portfolio, and create strategic account plans aligned with client needs. Sell tailored solutions, manage proposals and contract renewals, coordinate with internal teams, and monitor client satisfaction and market opportunities.

Requirements

A bachelor’s degree in Business Administration, Marketing, or a related field and at least 12 years of experience in a similar role are requested; wealth or asset management experience is an asset. Candidates should have strong sales, negotiation, relationship-management, communication, and analytical skills, proficiency with Salesforce, and the ability to communicate effectively in French and English.

Skills

Sales
Negotiation
Strategic Account Planning
Cross-Selling
Upselling
Commercial Proposal Development
Contract Negotiation
Sales Data Analysis
Presentation Skills
Leadership
Business Acumen
Cross-Functional Collaboration
Salesforce

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Asset Management
Portfolio Management Systems
Portfolio Rebalancing
Application Programming Interfaces
Strategic Account Planning
Sales
Revenue Growth
Cross-Selling
Upselling
Commercial Proposals
Contract Negotiation
Contract Renewals
Client Satisfaction
Market Intelligence
Salesforce
Sales Data Analysis
Business Acumen
French
English

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