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Added 4 mins ago
RD
Team Operations Lead
RBC Dominion Securities
Vernon, BC
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 4 mins ago
CR
Senior Partnership Strategy and Activations Officer
Canadian Red Cross
Canada
- Full-time
Working closely with the Senior Manager, Account Management, Corporate Giving, this role will develop and implement corporate fundraising strategies, build and steward partner…
Added 4 mins ago
Manager, Engineering
Toronto Hydro
Toronto, ON
The Manager supports Toronto Hydro’s grid planning function by leading system studies that assess protection and coordination, system capacity requirements, major customer connections,…
Added 20 mins ago
RB
Manager, Operations II
Royal Bank of Canada
Toronto, ON
- Full-time
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Performance Measurement, Operational Delivery, Process Improvements, Risk…
Added 20 mins ago
AL
Diabetes Sales Specialist - Abbott Diabetes Care - Ottawa, ON
Abbott Laboratories
ON
- $68,250 to $101,100 CAD / year
- Full-time
…needs and expectations. This position reports to the District…
Added 34 mins ago
S
General Manager
Snaplii
Toronto, ON · Etobicoke, ON
- Full-time
We are hiring a hands-on General Manager to lead Snaplii's day-to-day operations and serve as the senior on-site leader of our Canadian office. You will manage functional leaders, resolve…
Added 34 mins ago
LC
Beauty Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Oakville, ON
- Full-time
Always put the Customer first and provides superior customer service
Added 34 mins ago
Manager Marketing
Gildan
Mississauga, ON
Reporting into the the Sr Manager, Marketing the Manager, Marketing is responsible for driving the growth and performance of our brands by leading product strategy, development, and…
Added 50 mins ago
T
Customer Experience Associate - Verdun (Part-time, 22.5h/week)
TD
Montreal, QC
- Part-time
Added 1 hour ago
AG
Territory Manager
Acosta Group
AB · Alberta, Canada
- Full-time
Relationship Management: Developing and maintaining positive, professional, collaborative relationships with store managers, key dealers, and retail partners to ensure client satisfaction…
Added 1 hour ago
AG
Territory Manager
Acosta Group
SK · Saskatchewan, Canada
- Full-time
Relationship Management: Developing and maintaining positive, professional, collaborative relationships with store managers, key dealers, and retail partners to ensure client satisfaction…
Added 1 hour ago
DB
Part Time Bridal Sales
David's Bridal
Woodbridge, ON
- $16 to $25.8 CAD / hour
- Part-time
…all customers. Stylists are responsible for providing 5-Star Customer Service to all David’s Bridal customers, achieving sales goals and productivity by expertly following our selling…
Added 1 hour ago
AH
Talent Acquisition Specialist (Bilingual) | Spécialiste en acquisition de talents – Bilingue
A Hiring Company
Toronto, ON · Scarborough, ON
- Full-time
🌿 Industry: Commercial Landscaping & Snow Management
Added 1 hour ago
I
Process/Project Engineer
Innophos
Port Maitland, ON
- $90,000 to $105,000 CAD / year
- Full-time
Serves as project manager on projects. Responsible for the development, implementation, and management of any projects assigned to them as their project. Supervise plant personnel and…
Added 1 hour ago
DB
Part Time Bridal Sales
David's Bridal
Dartmouth, NS
- $16 to $22.32 CAD / hour
- Part-time
…all customers. Stylists are responsible for providing 5-Star Customer Service to all David’s Bridal customers, achieving sales goals and productivity by expertly following our 5-Step…
Added 1 hour ago
B
Business Development Manager
BMO
Vancouver, BC · WGA
- Full-time
Boldly Grow the Good in Business and Life - Become BMO's next Business Development Manager supporting BrokerEdge clients in making real financial progress. Situated in Vancouver BC this…
Added 1 hour ago
TS
Store Associate
The Salvation Army in Canada
Peterborough, ON
- Part-time
Contribute to meeting store sales targets; provide efficient courteous customer service; use tact when dealing with difficult customers.
Added 1 hour ago
RD
Manager, Operations II
RBC Dominion Securities
Toronto, ON
- Full-time
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Performance Measurement, Operational Delivery, Process Improvements, Risk…
Added 1 hour ago
TS
Store Associate
The Salvation Army in Canada
Toronto, ON
- Part-time
Contribute to meeting store sales targets; provide efficient courteous customer service; use tact when dealing with difficult customers.
Added 2 hours ago
T
Personal Banking Associate - Ste-Dorothée (Full-time, 37.5h/week)
TD
Laval, QC
- Full-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 2 hours ago
OW
Oliver Wyman- Private Capital/Industrials- Engagement Manager
Oliver Wyman Group
Toronto, ON
- Other
We are not typical ‘management’ consultants. We provide industry- and discipline-specific knowledge and expertise, which amplifies our impact and helps us shape the future for our clients.
Added 2 hours ago
A
Oncology, Therapeutic Specialist (Ontario West & MB/SK)
AbbVie
Toronto, ON
- $112,000 to $162,000 CAD / year
- Full-time
Continuously build understanding of customer needs and expectations, territory landscape, patient journey, competitors, market segments/dynamics, accounts, diseases, products and clinical…
Added 2 hours ago
MM
Manager, Export Liner
MSC Mediterranean Shipping Company
Mississauga, ON
- $75,000 to $84,000 CAD / year
- Full-time
The Line Manager - Exports is responsible for the commercial performance, profitability, and strategic growth of assigned export trade(s) from Canada. This role owns the development and…
Added 2 hours ago
BC
Communication Assistant
Brant Community Healthcare System
Brantford, ON
- Full-time
Reporting to the Manager, Communications and Public Affairs, the Communications Assistant plays a key role in executing on a number of communications tactics for both sites of the Brant…
Added 2 hours ago
MB
Territory Manager - Edmonton, Alberta
Master Builders Solutions
AB · Edmonton, AB
- $95,000 to $110,000 CAD / year
- Full-time
…initiation, technical sales, and testing. You will sustain customer relationship and support newly acquired accounts including dispenser upkeep. This position implements and complies with…

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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