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Added 11 mins ago
AI
General Labourer (Non Ferrous)
American Iron & Metal (AIM)
Sudbury, ON · Greater Sudbury, ON
- Full-time
…metal recycling, decommissioning and demolition, auto-parts sales and recycling, manufacturing of solder assemblies, construction waste recycling, and production of customized industrial…
Added 26 mins ago
WC
(CAN) Associé, équipe de produits santé-beauté
Walmart Canada
Saint-Jean-sur-Richelieu, QC · St-Jean-Sur-Richelieu, QC
- Contract
Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 26 mins ago
WC
(CAN) OMNI Assistant Manager
Walmart Canada
Slave Lake, AB
- Full-time
Position Summary...To support the Store Manager and manage store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable…
Added 26 mins ago
WC
(CAN) Front End Assistant Manager
Walmart Canada
Slave Lake, AB
- Full-time
Position Summary...To support the Store Manager and manage store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable…
Added 26 mins ago
WC
(CAN) Associé, équipe de produits santé-beauté
Walmart Canada
Montreal, QC
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 26 mins ago
WC
Consumables Associate
Walmart Canada
Dryden, ON
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 26 mins ago
WC
(CAN) Cashier
Walmart Canada
Quesnel, BC
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 26 mins ago
WC
(CAN) Consumables Associate
Walmart Canada
Quesnel, BC
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 26 mins ago
FF
Seasonal Associate - Famous Footwear
Famous Footwear
Ottawa, ON · Kanata, ON
- Temporary
Must exercise independent judgment and discretion partnering with Store Sales Manager and/or Assistant Managers, as needed
Added 26 mins ago
WC
(CAN) Health and Beauty Team Associate
Walmart Canada
Peterborough, ON
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 26 mins ago
EC
Event Technical Specialist - Ottawa Office, Full Time
Encore Canada
Ottawa, ON
- Full-time
…in client satisfaction. This position reports to a Project Manager, Operations Manager, Operations Director, Director, Event Technology, Director of Project…
Added 26 mins ago
WC
(CAN) Health and Beauty Team Associate
Walmart Canada
Sussex, NB
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 26 mins ago
RP
Senior Accountant to Manager (Public Practice)
RECRUITMENT PARTNERS INC.
Calgary, AB
- Full-time
Progressive public practice accounting experience at the Senior Accountant, Assistant Manager, or Manager level
Added 26 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 26 mins ago
WC
(CAN) Directs Store Delivery Associate
Walmart Canada
AB · Edmonton, AB
- Full-time
…direct and local merchandise to ensure timely delivery to the sales floor, supporting a smooth shopping experience for customers. By helping keep merchandise flowing and available, you play…
Added 26 mins ago
FF
Part-Time Sales Associate - Famous Footwear CAN
Famous Footwear
Concord, ON
- Part-time
Must exercise independent judgment and discretion partnering with Store Sales Manager as needed
Added 26 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 26 mins ago
TS
Senior Inside Sales Representative (Stainless Steel industry)
TalentSphere Staffing Solutions
Montreal, QC
- Full-time
Keywords: Account Rep, Inside Sales Rep, Stainless Territory Rep, Senior Account Rep, Business Development Manager, Saint-Laurent, Longueuil, Dorval, Laval, Saint-remi, Beloeil,…
Added 26 mins ago
BA
DELIVERY COORDINATOR
Birchwood Automotive Group
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Full-time
Reporting Relationship: This position reports directly to the Sales Manager.
Added 26 mins ago
AU
Security Guard - Full Time
Allied Universal
Waterloo, ON
- $18 CAD / hour
- Full-time
We are North America's leading security and facility services provider with approximately 300,000 service personnel. At Allied Universal(R), we pride ourselves on fostering a promote from…
Added 26 mins ago
SD
Beauty Manager, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Mississauga, ON
- Full-time
To manage resources of the Beauty department in order to maximize and achieve sales targets.
Added 26 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Kingston, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 26 mins ago
W
(CAN) Health and Beauty Team Associate
Walmart
Peterborough, ON
- Part-time
7. Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 26 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 26 mins ago
T
Senior Personal Banker - Home Borrowing
TD
Mission, BC
- Full-time
…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 prospective TD…

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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