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Added 8 mins ago
M
Manager, Consulting - Human Resources
MNP
Vancouver, BC
- Full-time
Make an impact with our Executive Search & Recruitment team as a Manager. As a trusted advisor, you will partner with clients to identify, attract and assess executive, senior leadership…
Added 8 mins ago
Tenant Services Coordinator *REPOST*
Housing, Addictions and Homelessness
Churchill, MB
Reporting to a Program Manager, the Tenant Services Coordinator (TSC) provides support and services to tenants to achieve and sustain successful tenancies within an assigned portfolio of…
Added 23 mins ago
CR
Part Time Health Care Aide- Weekends, Evening
COGIR Real Estate
Calgary, AB
- Part-time
Experience working with seniors in the community health services setting
Added 23 mins ago
SE
Project Planner / Planificateur de projet
Siemens Energy
Montreal, QC
- Full-time
Perform detailed time impact analysis in coordination with project manager. Assist is supporting schedule information and narrative for official correspondence and change order management.
Added 23 mins ago
T
Project Manager, Buildings & Facilities (Contract)
Tiree
Calgary, AB
- Full-time
…unparalleled success by providing tailored, innovative consulting services - ensuring every project is executed with precision and…
Added 23 mins ago
CR
Part Time Health Care Aide- Weekends, Evening
COGIR Real Estate
Calgary, AB
- Part-time
Experience working with seniors in the community health services setting
Added 23 mins ago
WC
Full Time District Relief Pharmacist
Walmart Canada
Mississauga, ON
- Full-time
Position Summary...The Relief Pharmacist assists the Pharmacy Manager and the Staff Pharmacist in all aspects of Pharmacy Operations.
Added 23 mins ago
BA
DELIVERY COORDINATOR
Birchwood Automotive Group
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Full-time
…four Birchwood Credit Solutions locations. We offer sales, services, and parts to meet our customers’ automotive needs. We’re a recognized leader in the retail automotive industry, not only…
Added 23 mins ago
OT
BIM Coordinator, MEP
Ontario Transit Group - Ontario Line - Southern Civil, Stations & Tunnel
Toronto, ON
- Full-time
Assist the Integration Manager in managing and coordinating MEP Services with Civil and Architectural trades including the Rolling stock Systems.
Added 23 mins ago
MN
Health Promotion Representative
Métis Nation-Saskatchewan
Saskatoon, SK
- Full-time
Reporting to the Health Promotion Manager, the Health Promotion Representative provides coordination, administrative, and project support to the Health and Mental Health & Addictions…
Added 23 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Kingston, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 23 mins ago
R
Assistant Branch Manager
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 23 mins ago
T
Senior Personal Banker - Home Borrowing
TD
Mission, BC
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 23 mins ago
T
PIA Client Service Associate
TD
Winnipeg, MB
- Full-time
Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, and identify referral opportunities
Added 23 mins ago
HI
Project Coordinator
HUB International
Vancouver, BC · Toronto, ON
- Full-time
Reporting to the Manager, Operations the successful candidate will:
Added 38 mins ago
FB
Helper
Foundation Building Materials
Calgary, AB
- Other
…customer-first mindset, we deliver high-quality products and services to contractors, builders, and project teams across diverse markets. As the organization continues to grow and evolve we…
Added 38 mins ago
FR
Freight Dispatcher
Fraserway RV
Abbotsford, BC
- Full-time
You'll support the daily movement of RVs while working closely with drivers, dealerships, and the Freight & Logistics Manager to keep deliveries on schedule.
Added 53 mins ago
HR
Student Nurse Extern - Alternative Level of Care (Finch Reactivation Care Centre)
Humber River Health
Toronto, ON
- Full-time
…our belief that we can change the hospital where we work, the community where we live, and the world of healthcare beyond our borders. Serving a community of 850,000 residents in North West…
Added 53 mins ago
UO
Client Services Assistant
University of Victoria
Victoria, BC
- Full-time
…parking, motor pool and emergency planning and reporting to the Manager, Commuter Services, the Client Services Assistant (CSA) is responsible for the delivery of front office services…
Added 53 mins ago
MI
CN - Director, Strategic Business Development
MSC Industrial Supply Co.
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Serving customers and our community starts with the best people doing their best work. That is precisely what we have created at MSC Industrial Supply Co. We are a leading North American…
Added 53 mins ago
N
Superintendent (Victoria & Nanaimo)
Norland
Victoria, BC
- Full-time
…across British Columbia. Our expertise spans a wide range of services, ensuring we can meet the diverse needs of our…
Added 53 mins ago
RC
Social Worker
Retirement Concepts
Courtenay, BC
- $40 to $43 CAD / hour
- Temporary
Reporting to the General Manager and/or designate, the Social Worker is responsible for the delivery of social work services to residents and their families in all Long Term Care and…
Added 53 mins ago
FH
Housekeeping Room Attendant (Full Time)
Fairmont Hotels & Resorts
AB · Edmonton, AB
- $20.78 to $21.78 CAD / hour
- Full-time
…team is delighted to assist with a variety of personalized services to ensure guest comfort and convenience are our top priorities. Edmonton's castle offers award-winning, locally-inspired…
Added 53 mins ago
PH
Clinical Educator - RN/RPN
ParaMed Home Health Care
Toronto, ON · North York, ON
- Full-time
Operationalize the district educational plan in collaboration with the Care and Services Manager
Added 53 mins ago
T
Project Manager, Construction
Tiree
Ottawa, ON
- Full-time
…unparalleled success by providing tailored, innovative consulting services - ensuring every project is executed with precision and…

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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