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Added 5 hours ago
L
Visual Merchandising Specialist | Westmount
lululemon
Montreal, QC
- Full-time
…magasin pour optimiser l’expérience-invité (c.-à-d. l’expérience-client). Le ou la spécialiste de marchandisage visuel réalise les mises en récit clés des produits, les stratégies de…
Added 5 hours ago
SB
Event Sales Specialist
Splitsville Bowl
AB · Edmonton, AB
- Part-time
Join Splitsville as a Event Sales Specialist and in return you'll get:
Added 5 hours ago
GC
Client Strategy Lead
GIANT Creative
London, ON
- $80,000 to $100,000 CAD / year
- Full-time
We are looking for a Client Strategy Lead who manages client success at the intersection of creative, paid media, SEO, MarTech, analytics, and account management. This is an…
Added 7 hours ago
NB
Senior Legal Advisor
National Bank of Canada
Montreal, QC
- Full-time
…within the Legal Affairs at National Bank means acting as a specialist in banking and consumer law. This role allows you to have a tangible impact on the Bank’s operations and client…
Added 7 hours ago
NB
Banking Advisor
National Bank of Canada
Ottawa, ON
- Part-time
Refer your clients to your specialist colleagues for their specific needs.
Added 7 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Jean-sur-Richelieu, QC · St-Jean-Sur-Richelieu, QC
- Full-time
Refer your clients to your specialist colleagues for their specific needs.
Added 8 hours ago
HC
Audiologist/Hearing Instrument Specialist - Windsor (12-18 month contract)
HearingLife Canada
Windsor, ON
- Contract
We offer a client-centered care environment with access to the latest in advanced hearing technology. If you’re passionate about using your skills to positively impact others, HearingLife…
Added 8 hours ago
EC
Application Specialist, Federal Sector Services
Esri Canada
Kingston, ON
- $86,900 to $103,200 CAD / year
- Full-time
A day in the life of an Application Specialist at Esri Canada:
Added 10 hours ago
HR
Spécialiste, Conseiller(ère) Beauté Désigné(e) - Clé de Peau / Specialist, Designated Beauty Advisor (DBA) - Clé de Peau
Holt Renfrew
Montreal, QC
- Full-time
The Specialist, Designated Beauty Advisor develops deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. The Specialist (DBA) is also…
Added 11 hours ago
A
Spécialiste en analyse des contraintes - Structures métalliques et composites / Stress Analysis Specialist - Metallic and Composites Structures
Airbus
Montreal, QC
- Full-time
Personne dynamique, faisant preuve d'initiative, ayant un fort sens des responsabilités et orientée client ;
Added 12 hours ago
P
Building Automation Specialist / Senior Automation Systems Technician (BAS006)
Potenco
Toronto, ON · Greater Toronto and Hamilton Area, ON
- Full-time
Our Client is seeking an experienced BAS Specialist / Senior Automation Systems Technician to support the engineering, configuration, commissioning, troubleshooting, service, and ongoing…
Added 12 hours ago
BT
Senior / Intermediate Auditor
Baker Tilly Canada
Montreal, QC
- Full-time
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 13 hours ago
AS
Payroll Analyst
AgileGrid Solutions
Canada
- Full-time
…professionalism, and continuous growth. With a strong focus on client satisfaction and employee development, Vaco LLC remains a trusted partner for organizations seeking reliable and expert…
Added 15 hours ago
ZS
Hairstylist
Zazou Salon & Academy
North Vancouver, BC
- Internship
Note: We’re not currently hiring for barber-only, colourist-only, or hair loss specialist positions. But if you’re a generalist who’s also skilled in these areas, we’d love to hear from you!
Added 16 hours ago
NB
Banking Advisor
National Bank of Canada
Courtenay, BC
- Full-time
Refer your clients to your specialist colleagues for their specific needs.
Added 16 hours ago
NB
Banking advisor
National Bank of Canada
Mont-Saint-Hilaire, QC · Mont-St-Hilaire, QC
- Full-time
Refer your clients to your specialist colleagues for their specific needs.
Added 16 hours ago
NB
Expert Trust Services - Estate settlement
National Bank of Canada
Montreal, QC
- Full-time
…Estate Services team at National Bank means acting as a legal specialist in the administration of estates, trusts and protection mandates. This role allows you to make a positive impact on…
Added 17 hours ago
E
Relationship Manager
ESOPX
Alert Bay, BC
- Full-time
Altius Investech is seeking an exceptional Customer Representative Specialist to join our team. In this critical client-facing role, you will be the primary point of contact for customers,…
Added 17 hours ago
AC
Tax Compliance Specialist - Fixed Term
ACCA Careers
Calgary, AB
- $22.5 to $25.5 CAD / hour
- Contract
As a Tax Compliance Specialist, responsibilities include but are not limited to:
Added 18 hours ago
A
Norton Brand Ambassador
Acosta
Terrebonne, QC
- Part-time
Train retail associates on client products, promotions, and messaging.
Added 18 hours ago
WM
Associate Director, Fundraising
Windmill Microlending
Toronto, ON · Calgary, AB
- $110,000 to $120,000 CAD / year
Work cross-functionally with Client Success and Marketing teams to steward donors through recognition activities and engagement opportunities.
Added 19 hours ago
BT
Manager
Baker Tilly Canada
Moncton, NB · Greater Moncton, NB
- Full-time
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 19 hours ago
FH
Community Health Nurse - Registered Nurse - Abbotsford
Fraser Health
Abbotsford, BC
- Full-time
…an interprofessional team in the management of an assigned client caseload including assessments, coaching, interventions, client care services and follow up to enable clients and their…
Added 20 hours ago
S
Investment & Personal Banking Specialist - Laval Est/440, Laval, Qc
Scotiabank
Laval, QC
- Full-time
As an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network,…
Added 20 hours ago
B
Building Enclosure Engineer
BPA
Ottawa, ON · Kanata, ON
- Full-time
Coordinate testing and commissioning activities to confirm envelope performance aligns with design intent, energy targets, and client objectives.

ESOPX

Relationship Manager

Alert Bay, BC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 3, 2026
Experience: Minimum of 2 years of experience in a client-facing role within the financial services or investment industry.
Posting language: English
Posted: Jul 10, 2026

Original job description

info@altiusinvestech.com
+91-6289225026

Relationship Manager

Altius Investech is seeking an exceptional Customer Representative Specialist to join our team. In this critical client-facing role, you will be the primary point of contact for customers, addressing inquiries and providing information related to our financial services and investment products.

Responsibilities:

Respond promptly to customer inquiries received via phone, email, and messaging channels regarding the purchase and sale of shares, account information, transaction details, and other finance-related topics.
Leverage in-depth knowledge of financial concepts, investment products, policies, and procedures to provide accurate and tailored advice to clients.
Maintain a professional and courteous manner while effectively communicating complex information to customers with varying levels of financial literacy.
Document all client interactions thoroughly and follow up on any outstanding issues until they are resolved satisfactorily.
Access and monitor designated WhatsApp channels to ensure timely responses to inquiries across multiple communication platforms.
Collaborate with internal teams to escalate complex issues and gather necessary information to address customer concerns comprehensively.

Qualifications:

Bachelor's degree in Finance, Business Administration, or a related field is preferred.
Minimum of 2 years of experience in a client-facing role within the financial services or investment industry.
Exceptional verbal and written communication skills with the ability to explain financial concepts clearly and concisely.
Comprehensive knowledge of investment products, financial markets, and associated regulations.
Strong problem-solving skills and the ability to remain composed under pressure while managing multiple tasks.
Proficiency in using customer relationship management (CRM) software and other relevant technologies.
Availability to work rotating shifts: either 9 AM to 8 PM or 11 AM to 10 PM to accommodate customer inquiries during extended hours. (You will be responsible to cater to the client's doubts, separate phones and numbers for the same will be provided to you as well.)

Salary- 20k per month plus variables.

We offer a competitive compensation package along with opportunities for professional growth and development. If you thrive in a fast-paced environment and excel at providing exceptional customer service, we would love to hear from you.

Industry- Financial Services

Employment Type- Full-time

Please apply through the given link: https://my.redrob.io/jobs/6675256b28f538f29791975b

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Past Performance Trap

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Lack of Oversight

RMs juggle too many clients, offering generic advice instead of tailored strategies.

Emotional Decisions

Wrong sentiments lead to premature exits or missed opportunities.

Lack of Consistency

Investors fail to stay invested during market downturns, missing out on long-term gains.

Investment Overlap

Buying multiple funds with similar holdings – leads to index-like returns but with high fees.

Misaligned Asset Allocation

Portfolios drift from financial goals due to lack of rebalancing.

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People needing both Will & Trust for different assets
Those with philanthropic goals requiring structured donations

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"Krishi Pragati: Enabling Climate-Smart Farming Collectives in West Bengal"

Project LEISA (Low External Input Sustainable Agriculture): A step towards climate resilent farming

Objectives:

To promote sustainable agricultural practices through the adoption of Low External Input Sustainable Agriculture (LEISA) techniques in West Bengal, empowering farmers to increase productivity, reduce dependency on chemical inputs, and improve environmental and economic resilience.

Impact Target:

Improved Food Security: Empowering farmers with knowledge and tools to practice environmentally sustainable agriculture, minimizing the use of chemical inputs, and enhancing soil health.
Economic Empowerment of Farmers: Improving farm productivity through cost-effective and eco-friendly farming practices, leading to better income and financial stability for small and marginal farmers.
Enhanced Agricultural Biodiversity: Promoting crop diversification and agroecological practices to enhance biodiversity and resilience against climate change.
Reduction in Environmental Footprint: Decreasing the use of harmful chemical fertilizers and pesticides, leading to improved soil quality, water conservation, and reduced pollution.
Increased Knowledge and Capacity Building: Providing farmers with training, workshops, and support to build their capacity to implement LEISA practices and improve their farming techniques and build community resilience.

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Relationship Manager

Altius Investech is seeking an exceptional Customer Representative Specialist to join our team. In this critical client-facing role, you will be the primary point of contact for customers, addressing inquiries and providing information related to our financial services and investment products.

Qualifications:

Bachelor's degree in Finance, Business Administration, or a related field is preferred.
Minimum of 2 years of experience in a client-facing role within the financial services or investment industry.
Exceptional verbal and written communication skills with the ability to explain financial concepts clearly and concisely.
Comprehensive knowledge of investment products, financial markets, and associated regulations.
Strong problem-solving skills and the ability to remain composed under pressure while managing multiple tasks.
Proficiency in using customer relationship management (CRM) software and other relevant technologies.
Availability to work rotating shifts: either 9 AM to 8 PM or 11 AM to 10 PM to accommodate customer inquiries during extended hours. (You will be responsible to cater to the client's doubts, separate phones and numbers for the same will be provided to you as well.)

Apply About employer

More about this job

Responsibilities

Respond to customer inquiries about share transactions, accounts, and financial products through phone, email, and messaging channels, including WhatsApp. Provide accurate, tailored information, document interactions, follow up on unresolved issues, and coordinate with internal teams to resolve complex concerns.

Requirements

A bachelor's degree in Finance, Business Administration, or a related field is preferred, along with at least two years of client-facing experience in financial services or investments. Candidates should have strong communication and problem-solving skills, knowledge of investment products, financial markets, and regulations, CRM proficiency, and availability for rotating extended-hour shifts.

Skills

Customer Service
Financial Services
Investment Products
Financial Markets
Financial Concepts
Verbal Communication
Written Communication
Problem-Solving
Issue Resolution
Cross-Functional Collaboration
WhatsApp Communication

Visa sponsorship

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Keywords

Financial Services
Investment Products
Share Trading
Financial Markets
Investment Advice
Customer Service
Client Relations
WhatsApp
Phone Support
Email Support
Messaging Channels
Account Information
Transaction Details
Financial Regulations
Issue Escalation
Problem-Solving
Rotating Shifts

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