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Added 5 mins ago
NB
Associate Regional Manager
National Bank of Canada
Brossard, QC
- Full-time
At National Bank Financial – Wealth Management, your role as Associate Regional Manager for Montreal’s South Shore gives you the opportunity to provide hands-on leadership to Wealth…
Added 5 mins ago
SQ
Bilingual ADP Sales Manager
Sunlife Québec
Quebec, QC
- Full-time
Are you a sales leader who is passionate about coaching, advisor development and helping new advisors build successful careers? The ADP Sales Manager plays a critical role in supporting the…
Added 5 mins ago
P
Commercial Manager
Portland
Calgary, AB
- Full-time
The Commercial Manager develops our sales pipeline, manages a portfolio of existing clients and explores wider commercial opportunities for our Canadian business. The role is commercially…
Added 5 mins ago
R
Senior Relationship Manager, Commercial Financial Services- EN
RBC
Montreal, QC
- Full-time
Your natural flair for sales and resolving intricate business challenges is what sets you apart from the crowd. This role is all about professional relationship management and delivering…
Added 5 mins ago
R
Assistant Branch Manager- EN
RBC
Pointe-Claire, QC
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team sales…
Added 51 mins ago
RB
Senior Relationship Manager, Commercial Financial Services
Royal Bank of Canada
Montreal, QC
- Full-time
Your natural flair for sales and resolving intricate business challenges is what sets you apart from the crowd. This role is all about professional relationship management and delivering…
Added 51 mins ago
RB
Branch Manager
Royal Bank of Canada
Medicine Hat, AB
- Full-time
As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize on emerging…
Added 1 hour ago
HF
marketing manager - online marketing
Hearth Fireplace Depot
Calgary, AB
- Full-time
Write and edit press releases, newsletter and communications materials
Added 1 hour ago
MS
Merchandise Manager - Full Time - 3am Required - $21.25hr
Michaels Stores
Victoria, BC
- Full-time
Store - VANCOUVER ISLAND-LANGFORD, BCThe Merchandise Manager drives merchandising and operational execution, including truck processing, inventory routines, planogram sets, and visual…
Added 2 hours ago
P
Assistant Store Manager
Pandora
Newmarket, ON
- Part-time
The Assistant Store Manager (ASM) will be the ultimate Pandora Fan. As the ASM you will fully immerse yourself in our brand, culture, and product, taking immense pride in delivering…
Added 2 hours ago
RB
Client Advisor Intern
Royal Bank of Canada
Norfolk, ON
- Part-time
As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new…
Added 2 hours ago
RB
Assistant Branch Manager
Royal Bank of Canada
Pointe-Claire, QC
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team sales…
Added 2 hours ago
RB
Manager, Royal Mutual Funds Inc (RMFI) Surveillance
Royal Bank of Canada
Toronto, ON
- Full-time
As Manager, RMFI Trade Surveillance, you will act as a senior member in the team to lead the daily and periodic reviews of sales and trading activities in Canada to detect potential…
Added 2 hours ago
RB
Senior Relationship Manager, Commercial Financial Services
Royal Bank of Canada
Ottawa, ON
- Full-time
Your natural flair for providing advice and resolving intricate business challenges is what sets you apart from the crowd. This role is all about professional relationship management and…
Added 3 hours ago
FF
Part-Time Sales Associate - Famous Footwear CAN
Famous Footwear
QC · Saint-Laurent-de-l'Île-d'Orléans, QC
- Part-time
Must exercise independent judgment and discretion partnering with Store Sales Manager as needed
Added 3 hours ago
NA
Client Manager, Commercial Insurance
NFP, an Aon company (Canada)
Hamilton, ON
- Full-time
The Ontario Commercial Lines Division has an immediate need for an Account/Client Manager to interact with clients on a day-to-day basis while developing and maintaining relationships with…
Added 3 hours ago
MS
Merchandise Manager - Full Time - 3am Required - $21.25hr
Michaels Stores
Langford, BC
- Full-time
The Merchandise Manager drives merchandising and operational execution, including truck processing, inventory routines, planogram sets, and visual standards. This role ensures accurate…
Added 4 hours ago
FC
Senior Manager, Credit Solutions, Commercial Services
FirstOntario Credit Union
St. Catharines, ON
- Full-time
As a member of the Commercial Services team within the Business Banking Group, the Senior Manager, Credit Solutions, Commercial Services is responsible for the credit management,…
Added 4 hours ago
D
Financial Sercives Assistant
Desjardins
Amos, QC · Boucherville, QC · Brossard, QC · Châteauguay, QC · La Sarre, QC · Montreal, QC · Rouyn-Noranda, QC · Val-d'Or, QC
- Full-time
As an Wealth Management assistant, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and…
Added 4 hours ago
D
Advisor, Securities
Desjardins
Amos, QC · La Sarre, QC · Montreal, QC · Rouyn-Noranda, QC · Val-d'Or, QC · Service Signature Abitibi-Témiscamingue et Nord-du-Québec
- Full-time
As an investment assistant, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services…
Added 4 hours ago
C
Manager, Activations and Programming
CBRE
Calgary, AB
- Full-time
CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world’s largest commercial real estate services and investment firm (based on 2024 revenue).…
Added 4 hours ago
CR
Senior Partnership Strategy and Activations Officer
Canadian Red Cross
Canada
- Full-time
The Senior Partnership Strategy and Activations Officer is responsible for advancing corporate fundraising through the development of strategic partnerships, tailored engagement strategies,…
Added 4 hours ago
RC
Marketing Assistant
Retirement Concepts
Courtenay, BC
- $52,900 to $54,300 CAD / year
- Full-time
Assists with planning of various business development and client events, including maintenance of client database.
Added 4 hours ago
BM
Integrator / General Manager
BBX Moving
Richmond, BC
- Full-time
You run the business. Three seats report to you on day one: operations, finance and admin, and sales and marketing. The owner sits in that last seat. Yes, he reports to you for it. That’s…
Added 4 hours ago
NC
Media Sales Strategist – Calgary, AB
Newfoundland Capital Corporation Limited
Calgary, AB
- Full-time
Drive revenue growth and achieve revenue targets through consultative sales and development of strategic proposals. Manage and grow your client base while identifying new business…

Croesus

Account Manager

Montreal, 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 grow long-term client relationships and revenue across an assigned account portfolio by understanding client needs and proposing tailored wealth management solutions. Coordinate internal teams, manage strategic account plans, negotiate proposals and contracts, support renewals, and monitor client satisfaction and market opportunities.

Requirements

A bachelor’s degree in Business Administration, Marketing, or a related field and 12 or more years of experience in a similar role are required; wealth or asset management experience is an asset. The role calls for strong sales, negotiation, relationship management, communication in French and English, Salesforce proficiency, analytical ability, leadership, and cross-functional collaboration.

Skills

Sales
Negotiation
Strategic Account Planning
Cross-Selling
Upselling
Proposal Development
Contract Negotiation
Client Satisfaction
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
Sales
Account Management
Strategic Account Planning
Revenue Growth
Cross-Selling
Upselling
Commercial Proposals
Contract Negotiation
Contract Renewals
Client Satisfaction
Market Intelligence
Salesforce
Sales Data Analysis
French
English
Business Administration
Marketing
Cross-Functional Collaboration

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