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Added 2 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Beaumont, AB
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 32 mins ago
CG
Assistant Manager, Banquets & Catering
Compass Group Canada
Winnipeg, MB
- Full-time
Position: Assistant Manager, Banquets & Catering
Added 32 mins ago
NB
Technology Associate
National Bank of Canada
Winnipeg, MB
- Full-time
…background who is interested in building a long-term career in financial services. Prior wealth-management experience is helpful, but the most important qualities are willingness to learn…
Added 32 mins ago
CG
Manager of Support Services (Food. Maintenance & Housekeeping)
Compass Group Canada
Winnipeg, MB
- Full-time
Now, If You Were To Come On Board As Our Manager Of Support Services (Food. Maintenance & Housekeeping), We’d Ask You To Do The Following For Us
Added 32 mins ago
NB
Manager, Financing Solutions
National Bank of Canada
Winnipeg, MB
- Full-time
A career as a Manager, Financing Solutions means acting as a credit specialist for a diverse portfolio of commercial clients. Working closely with Account Managers, you analyze and…
Added 32 mins ago
CG
Unit Manager , Retail Brands
Compass Group Canada
Peterborough, ON
- $50,000 CAD / year
- Full-time
As the Unit Manager, you are responsible for the overall leadership and day-to-day operation of the unit, ensuring operational excellence, financial performance, food quality, safety…
Added 32 mins ago
CG
Chef Manager
Compass Group Canada
Sudbury, ON · Greater Sudbury, ON
- $60,000 CAD / year
- Full-time
The Chef Manager is responsible to ensure the efficient operation of all Food Services at the facility. This encompasses the administration, staffing/scheduling, client/customer relations,…
Added 32 mins ago
CG
Food Service Manager (CSNM Required)
Compass Group Canada
Vancouver, BC
- Full-time
Now, If You Were To Come On Board As a Food Service Manager We’d Ask You To Do The Following For Us
Added 32 mins ago
NB
Senior Account Manager Commercial Banking
National Bank of Canada
Calgary, AB
- Full-time
A career as a Senior Account Manager, Commercial Banking at National Bank means being responsible for growing the portfolio of business clients assigned to you. Your complex and varied…
Added 32 mins ago
NB
Director Commercial Banking
National Bank of Canada
Calgary, AB
- Full-time
Help your clients attain their business objectives by proposing financial strategies based on the most suitable combination of Bank products and services
Added 32 mins ago
CG
Manager, Premium Services (Rogers Place)
Compass Group Canada
AB · Edmonton, AB
- Full-time
Job Summary: The Manager, Premium Services oversees the day-to-day food and beverage operations of a designated areas, including in-seat services, premium club locations and a buffet…
Added 32 mins ago
CG
Tim Hortons Supervisor, Full Time
Compass Group Canada
Calgary, AB
- $17 CAD / hour
- Full-time
Learn from and assist the Shift Manager to resolve labour relation issues, track and produce reports on weekly inventories, sales revenue, labour and food cost.
Added 32 mins ago
CG
Hospitality Manager
Compass Group Canada
AB · Edmonton, AB
- Full-time
Now, If You Were To Come On Board As One Of Our Hospitality Manager We’d Ask You To Do The Following For Us
Added 33 mins ago
CG
Assistant Manager
Compass Group Canada
Calgary, AB
- Full-time
The Assistant Manager, supports the Unit Manager in overseeing the daily operations of food service locations. This role is responsible for ensuring exceptional customer service,…
Added 33 mins ago
CG
Concessions Manager (Rogers Place)
Compass Group Canada
AB · Edmonton, AB
- Full-time
The Concessions Manager is responsible for the overall organization, stocking levels and sanitation of all concession stands and portable stands. Responsible for maintaining proper…
Added 33 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Jean-sur-Richelieu, QC · St-Jean-Sur-Richelieu, QC
- Full-time
…depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and…
Added 1 hour 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 1 hour ago
SQ
Bilingual ADP Sales Manager
Sunlife Québec
Quebec, QC
- Full-time
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring,…
Added 1 hour ago
AH
Registered Nurse
Alberta Health Services
Sedgewick, AB
- Part-time
As a Registered Nurse (RN), you will provide a wide variety of nursing services to patients, families, communities and populations, while taking necessary steps to ensure their safety and…
Added 1 hour ago
AH
Registered Nurse
Alberta Health Services
Sedgewick, AB
- Full-time
As a Registered Nurse (RN), you will provide a wide variety of nursing services to patients, families, communities and populations, while taking necessary steps to ensure their safety and…
Added 1 hour ago
AH
Manager
Alberta Health Services
Red Deer, AB
- Temporary
The Unit Manager (UM) is accountable for the effective and efficient operation of Unit 23 - General Surgery and Trauma, including the management of human, financial, and material resources.…
Added 1 hour ago
AH
Manager
Alberta Health Services
AB · Greater Edmonton Metropolitan Area
- Full-time
The Manager, Nutrition Services has a key leadership role in the Department of Nutrition, Food, Linen and Environmental Services (NFLES) and reports directly to the Director, Nutrition…
Added 1 hour ago
AH
Assistant Manager
Alberta Health Services
AB · Edmonton, AB
- Temporary
It is an exciting time to be a part of Alberta Health Services (AHS) which has recently been recognized as one of the best places to work in Canada (one of Canada’s Top 100 Employers); a…
Added 1 hour ago
AH
Patient Care Manager
Alberta Health Services
AB · Greater Edmonton Metropolitan Area
- Full-time
Reporting to the Executive Director for Stollery Operative Services and Site Lead, the Manager for Operative Services is a leadership role that supports the mission and vision of Alberta…
Added 1 hour ago
TS
Program Coordinator – Warming Centre
The Salvation Army in Canada
Prince Albert, SK
- Full-time
Meets regularly to complete check ins with the Housing Services Manager to ensure continuity of services and alignment to program goals.

Croesus

Account Manager

Laval, QC, Canada
Montreal, QC, Canada

Full-time

Apply About employer

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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

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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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