Jobs in Canada

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Added 1 min ago
P
Business Development Manager
PROLINK
Toronto, ON
- Full-time
Maintain complete and timely records of prospects, contacts, activities, outcomes, and next steps in PROLINK’s CRM and other company platforms.
Added 1 min ago
AC
Director of Sales
ATS Corporation
Toronto, ON
- Full-time
Advanced proficiency with ERP and CRM platforms, including experience managing quotations, sales orders, forecasting, backlog, commercial reporting, and manufacturing product structures.
Added 1 min ago
RF
Customer Success Specialist
Radius Fire Protection
Richmond, BC
- Full-time
Ensure all CRM records and documentation are kept up to date.
Added 17 mins ago
HC
Account Manager, New Business
Hamilton Community Enterprises (HCE)
Hamilton, ON
- Full-time
Run a disciplined sales business. Maintain accurate CRM records, clear next steps, credible close plans, and reliable forecasts. Use sound pricing and approval discipline to protect…
Added 46 mins ago
GM
ACCOUNT EXECUTIVE
Gonez Media
Toronto, ON
- Full-time
Track pipeline, activity, and forecasting using CRM tools
Added 46 mins ago
L
Parttime Sales Associate
Longchamp
Mississauga, ON
- Part-time
…travelers checks), returns, exchanges, item and customer look ups, CRM, run reports and open and close registers in accordance with Cegid Manual…
Added 1 hour ago
W
Technical Sales Representative - Power Generation
Wajax
Moncton, NB
- Full-time
Full compliance with Impact sales process and installed CRM tools (Salesforce)
Added 1 hour ago
VM
MEDICAL SALES REP
Valor Medical Solutions
SK
- Full-time
Document daily activities, sales prospects, and customer interactions in the CRM.
Added 1 hour ago
VG
Executive Assistant / Office Coordinator
VS Group
North Bay, ON
- Full-time
Assist with CRM and business management systems.
Added 1 hour ago
SD
Senior Manager, Specialty Pharmacy-2
Shoppers Drug Mart Specialty Health Network
Calgary, AB
- Full-time
Added 1 hour ago
CC
Business Development Representative
Content Connect
Timmins, ON
- Other
…Development Representative will maintain accurate records in the CRM system, prepare basic proposals, and collaborate with the sales and marketing teams to develop outreach campaigns.…
Added 1 hour ago
SM
Software Developer – Full Stack – Senior - RQ00798
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Full Stack Software Developer with extensive experience in enterprise integration, API development, MuleSoft, Apache Camel, Enterprise Java, REST APIs, cloud and…
Added 1 hour ago
SM
Solutions Designer – Senior - RQ11671
S M Software Solutions Inc
Toronto, ON
- Internship
…development, implementation, and maintenance of large and complex CRM and web-based applications. The successful candidate will provide senior-level technical leadership and solution…
Added 1 hour ago
SM
Software Developer – CRM – Senior - RQ11654
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a highly experienced Senior CRM Software Developer with strong expertise in Microsoft Dynamics 365, Microsoft Power Platform, Azure solution design, Dataverse, .NET, C#,…
Added 1 hour ago
SM
Software Developer – Full Stack – Senior - RQ00798
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Full Stack Software Developer with extensive experience in enterprise integration, API development, MuleSoft, Apache Camel, Enterprise Java, REST APIs, cloud and…
Added 1 hour ago
SM
Software Developer – Full Stack – Senior - RQ00799
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Full Stack Software Developer with extensive experience in enterprise integration, API development, MuleSoft, Apache Camel, Enterprise Java, REST APIs, cloud and…
Added 1 hour ago
SM
Solutions Designer – Senior - RQ11671
S M Software Solutions Inc
Toronto, ON
- Internship
…development, implementation, and maintenance of large and complex CRM and web-based applications. The successful candidate will provide senior-level technical leadership and solution…
Added 1 hour ago
SM
Software Developer – CRM – Senior - RQ11500
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Software Developer – CRM with strong hands-on experience in Microsoft Dynamics 365, Microsoft Power Platform, Azure solution design, Dataverse, Dynamics 365 Customer…
Added 1 hour ago
SM
Software Developer – Full Stack – Senior - RQ00799
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Full Stack Software Developer with extensive experience in enterprise integration, API development, MuleSoft, Apache Camel, Enterprise Java, REST APIs, cloud and…
Added 1 hour ago
SM
Software Developer – CRM – Senior - RQ11654
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a highly experienced Senior CRM Software Developer with strong expertise in Microsoft Dynamics 365, Microsoft Power Platform, Azure solution design, Dataverse, .NET, C#,…
Added 1 hour ago
SM
RQ11431 - Specialized IT Consultant – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Specialized IT Consultant with extensive hands-on experience in Microsoft Dynamics 365 CRM, Model-Driven Apps (MDA), Power Pages Portal development, Power Automate,…
Added 1 hour ago
SM
RQ11431 - Specialized IT Consultant – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Specialized IT Consultant with extensive hands-on experience in Microsoft Dynamics 365 CRM, Model-Driven Apps (MDA), Power Pages Portal development, Power Automate,…
Added 1 hour ago
SM
Software Developer – CRM – Senior - RQ11653
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Software Developer – CRM with strong hands-on experience in Microsoft Dynamics 365, Microsoft Power Platform, Azure solution design, Dynamics CRM Customer Service…
Added 1 hour ago
SM
Software Developer – CRM – Senior - RQ11653
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Software Developer – CRM with strong hands-on experience in Microsoft Dynamics 365, Microsoft Power Platform, Azure solution design, Dynamics CRM Customer Service…
Added 1 hour ago
SM
Software Developer – CRM – Senior - RQ11500
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Software Developer – CRM with strong hands-on experience in Microsoft Dynamics 365, Microsoft Power Platform, Azure solution design, Dataverse, Dynamics 365 Customer…

Eden Rose

Client Proposition Manager

Wimborne, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 1, 2026
Posting language: English
Posted: Oct 2, 2026

Original job description

Job Ref

91206

Location

Wimborne

Salary

£40,000 - £60,000 Per Annum

Employment Type

Permanent

Location: Wimborne, Dorset
Type: Permanent
Job #91206
Salary: £40,000 - £60,000 Per Annum

Client Proposition Manager – Wealth Management

Location: Dorset

Salary: Up to £60,000

Working pattern: By agreement

We are working with a growing wealth management business to recruit a Client Proposition Manager into a newly created senior role.

This is an exciting opportunity for someone to take ownership of the client proposition and help shape how the business delivers its services to different client segments, particularly within the HNW space.

Key Duties

Develop and implement a differentiated client proposition and service structure.
Lead client segmentation and improve the overall client experience.
Maximise the use of Salesforce/CRM across the business, including workflows, reviews and management information.
Develop targeted propositions for key client sectors.
Support the integration and development of complementary services, including estate planning.
Work closely with Directors, advisers and the wider leadership team to deliver the proposition.

What They’re Looking For

Experience within wealth management or financial services.
Background in client proposition, segmentation, commercial strategy or a similar role.
Strong experience with Salesforce or another CRM system.
Experience working with or developing propositions for HNW clients.
Commercially minded, with the ability to work across different areas of a business.
A proactive builder/creator who enjoys developing and implementing new ideas.

The Opportunity

A genuine opportunity to shape and build the client proposition within an established and growing business, with significant exposure to senior leadership and the opportunity to make a real impact.

Salary up to £60,000, with working arrangements agreed with the successful candidate.

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More about this job

Responsibilities

Develop and implement a differentiated client proposition, service structure, and targeted offerings for key client segments, particularly high-net-worth clients. Lead segmentation and client experience improvements, maximize Salesforce/CRM use, support complementary services such as estate planning, and collaborate with directors, advisers, and leadership.

Requirements

Candidates should have experience in wealth management or financial services and a background in client propositions, segmentation, commercial strategy, or a similar area. Strong Salesforce or other CRM experience, familiarity with high-net-worth clients, commercial judgment, and a proactive approach to building and implementing new ideas are sought.

Skills

Client Segmentation
Wealth Management
Financial Services
Salesforce
CRM Systems
Client Experience
Commercial Strategy
Workflow Development
Management Information
Estate Planning
Stakeholder Collaboration
Service Structure Development

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Services
Client Proposition
Client Segmentation
High-Net-Worth Clients
Salesforce
CRM
Client Experience
Commercial Strategy
Service Structure
Workflows
Management Information
Estate Planning
Targeted Propositions
Leadership Collaboration

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