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Added 3 mins ago
CT
Customer Success Manager
Corporate Traveller Canada
Calgary, AB
- Full-time
Company Description Corporate Traveller Canada is a business travel specialist focused on start-ups, small businesses, and mid-sized companies. Powered by top industry talent and the Melon…
Added 3 mins ago
HI
Surgical Sales Specialist - Southwestern Ontario
Hologic, Inc.
Toronto, ON
- Full-time
Job Summary: Hologic is seeking a dynamic and driven Surgical Sales Specialist to join our Canadian sales team. The ideal candidate will have a strong background in medical device sales,…
Added 19 mins ago
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NPI & Trials IP Engineer
Nokia
Ottawa, ON
- Full-time
…Introduction ( define and run Product or Solution Demos, Lab Trials, Field Trials, support formal Homologations or Type Approvals by customer on our products or solutions, provides…
Added 33 mins ago
MD
Program Manager - Grants Specialist Coordinator
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
…political science, economics, law, or other closely related field as determined by the agency may substitute for one (1) year. of…
Added 48 mins ago
S
Measurement Specialist
SECURE
Calgary, AB
- Other
As the Measurement Specialist, you will play a key role in ensuring accurate, compliant, and defensible measurement across SECURE’s Energy Infrastructure assets. Reporting to the…
Added 1 hour ago
Q(
Health & Safety Specialist
QEOSH (HSE) Staffing & Recruitment Inc.
Winnipeg, MB
- Full-time
Health & Safety Specialist in Winnipeg, Manitoba
Added 1 hour ago
OR
Quality Control Specialist
OSL Retail Services
Mississauga, ON
- $65,000 to $75,000 CAD / year
- Full-time
We are currently seeking a Quality Control Senior Specialist. This is a full-time, in-office role 5 days per week. This position requires strong technical product knowledge and business…
Added 1 hour ago
DC
Junior Environmental Specialist- Remediation/Reclamation
DWB Consulting Services Ltd
BC
- $32 to $44 CAD / hour
- Full-time
…diverse client base and a reputation for outstanding quality and service. Our offices are located across all regions of British…
Added 1 hour ago
KI
Operations Lead
Kiokii Inc
Markham, ON
- $17 to $18 USD / hour
- Full-time
A Bachelor's degree in Business, Retail Management, Operations Specialist or a related field is preferred
Added 1 hour ago
DAM Engineering Specialist
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
The Data Access Engineering Specialist, Data Access Management will work closely with the Director of Data Access Management and other members of the team to support the technical…
Added 1 hour ago
V
Data Visualization Specialist
Viamo
Remote, Canada
- $80,000 to $95,000 CAD / year
- Full-time
- Remote
…We manage the Viamo Platform, a national public information service called 8-4-5 in Rwanda. By calling 8-4-5 through an MTN connection, anyone in Rwanda with access to a basic mobile phone…
Added 1 hour ago
JO
Outside Sales- Parts & Service- Refuse Equipment
Jetstream of Houston
Concord, ON
- Full-time
The Parts and Service Support Representative - Refuse (“PSSR”) is responsible for driving parts and service sales growth for our refuse product lines within the territory. This role will…
Added 1 hour ago
Senior Security Specialist, AI Fabric
Bell
Regina, SK
We are seeking an experienced and results-oriented security leader to join Bell's Corporate Security team as Senior Specialist, AI Fabric Security.
Added 1 hour ago
AT
Billing Specialist
Armour Transportation Systems
Moncton, NB
- Full-time
Working closely with Pricing, Sales, Collections, Customer Service, Data Entry, and Operations, the Billing Specialist resolves rating and billing issues, identifies recurring process or…
Added 1 hour ago
P
Canada Technology Consulting - Business Platform Transformation Senior Director
Protiviti
Toronto, ON
- Full-time
Define and evolve the firm’s Q2C practice vision, service portfolio, go-to-market strategy, priority client segments, and market differentiation.
Added 1 hour ago
PS
Business development specialists – Orthopedic Bracing & Compression Products
Physio Supplies Canada
Mississauga, ON
- Full-time
Work Structure: Hybrid – Field Sales + Minimum 2 Days per Week in Office
Added 1 hour ago
AI
Wind Energy Field and Operations Specialist
Acuren Inspection, Inc.
Saint John, NB · Sarnia, ON · Goderich, ON · Quebec, QC · St. John's, NL
- Full-time
Acuren Wind has an exciting opportunity for and Operations Field Specialist to support our client site in Quebec. In this role, you’ll play a key part in supporting field operations,…
Added 2 hours ago
C
SCADA Specialist
Certarus
AB · Calgary, AB
- Full-time
Reporting to the SCADA Lead, Ignition, this is a hands-on and service-oriented technical role. The role develops and supports Ignition solutions, assists with equipment and system…
Added 2 hours ago
A
Manager, Performance Intelligence
Achievers
Toronto, ON
- Full-time
Own analytics intake/Service Desk governance; prioritization, capacity, standards and the Marketplace analytics roadmap.
Added 2 hours ago
PH
Research Technician
Public Health Ontario
Toronto, ON
- Full-time
…under the direction of a principal investigator (e.g. molecular specialist, medical microbiologist, or clinical microbiologist). To perform and evaluate protocols and conduct, under the…
Added 2 hours ago
VL
Vision Rehabilitation Assistant
Vision Loss Rehabilitation Canada
Hamilton, ON
- Full-time
Exercises good judgment when determining if clients require a referral to another VLRC service or external services, and communicates with Specialist
Added 2 hours ago
L
Visual Merchandising Specialist | Promenades St-Bruno
lululemon
Saint-Bruno-de-Montarville, QC · St-Bruno-de-Montarville, QC
- Full-time
The Visual Merchandising Specialist is responsible for ensuring company directed visual merchandising (VM) strategies and standards are brought to life. This role executes product…
Added 2 hours ago
B
Mortgage Specialist
BMO
Toronto, ON
- Full-time
…with great earning possibilities? Becoming a BMO® Mortgage Specialist can offer you all that and much more. Expect to fill an important and rewarding role – helping customers make their…
Added 2 hours ago
B
Mortgage Specialist Associate
BMO
Quebec, QC
- Full-time
Provides marketing, event coordination, and general administrative support to assist the Mortgage Specialist in effectively maintaining positive and ongoing contact with their broader…
Added 2 hours ago
B
Mortgage Specialist
BMO
Montreal, QC
- Full-time
…with great earning possibilities? Becoming a BMO® Mortgage Specialist can offer you all that and much more. Expect to fill an important and rewarding role – helping customers make their…

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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Registered Address

73A, GC Avenue, Kolkata - 700013

Corporate Address

501 Merlin Infinite DN-51, Sector V, Bidhannagar, Kolkata - 700091

Chennai Address

19/10, Guru Vappa Chetty Street, Chintadripet, Chennai - 600002

Dubai Address

2701, Executive Tower G, Business Bay, Dubai, UAE

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Flat no.101, Sai Residency, Nelson Mandela Park Road, Vijayawada - 520008

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info@altiusinvestech.com

+91-6289225026

+91-7980747893

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U74900WB2016PTC210376

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Lack of Oversight

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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

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Misaligned Asset Allocation

Portfolios drift from financial goals due to lack of rebalancing.

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

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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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