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Added 9 mins ago
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Director, Treasury & Business Intelligence
Avana
Regina, SK
- Full-time
The Director, Treasury & Business Intelligence leads Avana’s treasury, financing, financial planning, investment analysis, business intelligence, and related financial risk activities. As…
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HACCP Technician
Saputo Inc.
Calgary, AB
- Full-time
Proficient in Microsoft Office and other business software applications.
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Sr Specialist, Maintenance & Reliability
Nutrien
Calgary, AB
- Full-time
Nutrien is a leading provider of crop inputs and services, and our business results make a positive impact on the world. Our purpose, Feeding the Future, is the reason we come to work each…
Added 9 mins ago
HT
PD Software for Service
Husky Technologies
Bolton, ON
- Full-time
…people. Our success is possible because of the creativity, intelligence and passion of our people around the world and their desire to lead change. At the same time, we are not afraid to…
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HT
Master Data Mgmt Analyst
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Bolton, ON
- Full-time
…people. Our success is possible because of the creativity, intelligence and passion of our people around the world and their desire to lead change. At the same time, we are not afraid to…
Added 9 mins ago
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Advanced Applications Blow Molding Specialist
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Bolton, ON
- Full-time
…people. Our success is possible because of the creativity, intelligence and passion of our people around the world and their desire to lead change. At the same time, we are not afraid to…
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Director, Finance (CSM)
Husky Technologies
Bolton, ON
- Full-time
…people. Our success is possible because of the creativity, intelligence and passion of our people around the world and their desire to lead change. At the same time, we are not afraid to…
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Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
…people. Our success is possible because of the creativity, intelligence and passion of our people around the world and their desire to lead change. At the same time, we are not afraid to…
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Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
…people. Our success is possible because of the creativity, intelligence and passion of our people around the world and their desire to lead change. At the same time, we are not afraid to…
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Coordinator, Training
Nutrien
Fort Saskatchewan, AB
- Full-time
Nutrien is a leading provider of crop inputs and services, and our business results make a positive impact on the world. Our purpose, Feeding the Future, is the reason we come to work each…
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Technical Consulting Technical Leader
Cisco
Ottawa, ON · Kanata, ON
- Full-time
…redefining the way our customers meet their critical mission and business needs. Support is provided to customers to trouble-shoot & debug product problems independently. Through…
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GARAGE - Sales Team Leader FT - Mic Mac Mall
Groupe Dynamite
Dartmouth, NS
- Full-time
Is available to work on a flexible schedule, including evenings, weekends and holidays, as per business needs
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Principal Software Engineer
PointClickCare
Mississauga, ON
- $142,700 to $178,400 CAD / year
- Full-time
Drive architectural decisions for business platform services
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Business Aligned Compliance Officer Investment Bank, Canada
UBS
Toronto, ON
- $95,000 to $115,000 CAD / day
- Full-time
As a Business Aligned Compliance officer, you will support the Compliance function for UBS Securities Canada Inc. and perform the following:
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Senior Software Engineer - Java/React
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Mississauga, ON
- $130,100 to $162,600 CAD / year
- Full-time
Drive architectural decisions for business platform services
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Senior Strategy Consultant (Growth, Digital Assets & Emerging Technology)
MultiChain Advisors (MCA)
Toronto, ON
- Full-time
…token generation events (TGEs), M&A, go-to-market strategy, business development, partnerships and…
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Product Line Manager
Amphenol Communications Solutions
Markham, ON
- Full-time
…server, storage, data center, mobile, RF, networking, industrial, business equipment, and…
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Category Manager - Indirect***Gestionnaire de catégories - Approvisionnement indirect
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Oakville, ON
- Full-time
…Leveraging your expertise in category management and market intelligence, you will make informed sourcing decisions that support business objectives and ensure a reliable, competitive…
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Category Manager - Indirect***Gestionnaire de catégories - Approvisionnement indirect
IPEX Group
Canada
- Full-time
…Leveraging your expertise in category management and market intelligence, you will make informed sourcing decisions that support business objectives and ensure a reliable, competitive…
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Product Design Lead
Manulife
Toronto, ON · Waterloo, ON
- Full-time
…will solve complex challenges, connect customer needs with business goals, and create experiences that improve our digital products and…
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Risk Management Automation & AI Intern (4-Month Internship)
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Current enrollment in a Bachelor’s or Master’s program in Computer Science, Data Science, Artificial Intelligence, Business Analytics, Information Technology, Engineering, Commerce, or a…
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…Halley's Club. In 2017, Gateway celebrated 25 years in the business of gaming and entertainment in Canada. Further information is available at…
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Calgary, AB · Vancouver, BC · Guelph, ON · Toronto, ON
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Based in Canada, you will be a strategic advisor responsible for supporting defined business groups across North America and partnering with business leaders and leadership teams to improve…
Added 10 mins ago
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Junior Business Analyst (Digital Products - Financial Services)
Recrute Action
Toronto, ON · Waterloo, Toronto, Ontario
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…advisors and clients. Be part of a collaborative environment where business needs, customer perspectives, and continuous improvement come together to deliver meaningful…
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Seasonal Associate
Sephora
ON · Ontario, ON
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…supporting both store operations and onstage service during peak business moments. You’ll create a welcoming experience while maintaining a stocked, visually ready store. If you thrive in a…

Croesus

Account Manager

Laval, QC, Canada
Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
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

The Account Manager is responsible for developing and expanding long-term client relationships to drive revenue growth within an assigned portfolio. They will coordinate strategic account plans, negotiate commercial proposals, and collaborate with internal teams to ensure a cohesive client experience.

Requirements

Candidates must hold a bachelor's degree in Business Administration, Marketing, or a related field and possess over 12 years of experience in a similar role. Proficiency in English and French, along with strong sales, negotiation, and CRM skills, is required.

Skills

Sales
Negotiation
Strategic Account Planning
Wealth Management
Asset Management
CRM
Salesforce
Business Development
Cross-selling
Upselling
Presentation Skills
Leadership
Analytical Rigor
Business Acumen
Communication

Visa sponsorship

Not detected in the job text

Keywords

Account Manager
Wealth Management
Portfolio Management
API
Salesforce
CRM
Revenue Growth
Strategic Planning
Client Relations
Asset Management
Business Administration
Marketing
Cross-selling
Upselling
Commercial Proposals
Market Intelligence
Leadership
Business Acumen
Analytical Skills
Collaboration
Financial Targets
Contract Negotiation
Client Satisfaction
Industry Trends
Professional Services

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