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Added 1 hour ago
HB
Regional Manager, Canada West
HUGO BOSS Canada, Inc.
Vancouver, BC
- Other
…organizational plans, customer service, and outstanding execution of all field operations strategies, consistently across all…
Added 1 hour ago
HB
Regional Manager, Canada West
HUGO BOSS Fashions, Inc.
Vancouver, BC
- Other
…organizational plans, customer service, and outstanding execution of all field operations strategies, consistently across all…
Added 3 hours ago
FT
Inside Sales Representative, Edmonton (Roper Road)
Fountain Tire
Edmonton, AB
- Other
Participate in all safety initiatives, as required or assigned, to guarantee safety at Fountain Tire including customers and staff, on the road, site or field.
Added 3 hours ago
AI
Appointment Coordinator/Service Reception - Audi Winnipeg
AutoCanada Inc.
Winnipeg, MB
- $17.5 to $20 CAD / hour
- Full-time
…across Canada. Our national network provides opportunities and support to build the career that’s right for you. Working here is fast-paced, non-stop, and a little unpredictable - and we…
Added 4 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 4 hours ago
VD
Sales Representative- The Greater Sudbury Area
Viega Deutschland
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Job-ID: 17248; Location(s): Field (city) Canada
Added 5 hours ago
Nurse Practitioner
HealthCareersInSask.ca
Spiritwood, SK
Basic Cardiac Life Support Level C Certificate (BCLS)
Added 5 hours ago
FT
Inside Sales Representative, Lethbridge North
Fountain Tire
Lethbridge, AB
- Other
Fountain Tire Lethbridge North (804 36 Street), is looking for a friendly and dedicated individual to join our team as an Inside Sales Representative/Service Writer!
Added 5 hours ago
FP
Maintenance and Facilities Technician
Fresh Prep Foods Inc
Vancouver, BC
- $25.5 to $28 CAD / hour
- Full-time
Support the installation, relocation, and commissioning of new machinery and facility systems.
Added 6 hours ago
T
Outside Sales Representative
telMAX
ON · Mississauga, ON
- Up to $19.5 CAD / hour
- Full-time
The Outside Sales Representative (Residential Sales) is responsible for generating new residential customers by promoting and selling telMAX's industry-leading internet, TV, and home phone…
Added 7 hours ago
IP
B2B Professional Pest Control Sales Representative
Insectica Pest Control Inc.
Toronto, ON
- Full-time
We’re seeking an experienced B2B Professional Sales Representative to grow our commercial pest-control portfolio across the GTA. You’ll prospect, inspect, and close new accounts with…
Added 9 hours ago
MU
Dental Assistant
McGill University
Montreal, QC
- Full-time
Keeps abreast of new developments in the field to update skills and knowledge.
Added 9 hours ago
AI
Bilingual Customer Experience Representative - Overnight and Weekend
Ainsworth Inc
Ottawa, ON
- Full-time
We are looking for Bilingual (English / French) Customer Experience Representative - overnight and weekend who enjoy challenges and who love helping customers. We offer the opportunity to…
Added 9 hours ago
AI
Customer Experience Representative
Ainsworth Inc
Edmonton, AB
- Full-time
…as your everyday working tools, you will be there to listen, support and problem solve our GDI Ainsworth clients requests. We are looking for candidates who enjoy a challenging workday and…
Added 10 hours ago
H
Nurse Practitioner
HealthCareersInSask.ca
La Loche, SK
- Full-time
Advanced Cardiac Life Support Certificate (ACLS)
Added 12 hours ago
EP
Technical Sales Representative - Laval
East Penn Canada: Backup Power Division
Montreal, QC
- Full-time
…creating ongoing demand and long‑term account relationships. We support our sales professionals with strong products, meaningful partnerships, and the structure needed to drive consistent…
Added 12 hours ago
WS
Team Lead - Fixed Term
WCG Services
Kelowna, BC
- Full-time
WCG is strengthened by diversity. We are committed to achieving a workplace that is equitable and representative of Canada’s diverse population. We actively work to attract, develop, and…
Added 14 hours ago
C
Senior Manager, Compensation (People & Culture) (Hybrid/Telework)
CBC/Radio-Canada
Ottawa, ON · Montreal, QC
- Full-time
Provide strategic compensation input and recommendations for collective bargaining negotiations; provide support to the Total Compensation expert representative at the bargaining table when…
Added 16 hours ago
S
Turnaround Maintenance Scheduler
Shell
Sarnia, ON
- Full-time
…visibility, critical path control, and scenario analysis to support safe, efficient, and predictable turnaround…
Added 16 hours ago
S
Project Engineer
Shell
Sarnia, ON
- Full-time
…through to close-out with responsibility for both home office and field execution oversight. Engagement at SMC with Production, MTAC, engineering disciplines as required to deliver…
Added 16 hours ago
W
Heavy Duty Technician - Fort McMurray Rotation
Wajax
Pasadena, NL
- Full-time
Meet requirements of Field Level Hazard and Job Hazard assessments
Added 17 hours ago
WS
Employment Skills Facilitator
WCG Services
North Vancouver, BC
- Full-time
WCG is strengthened by diversity. We are committed to achieving a workplace that is equitable and representative of Canada’s diverse population. We actively work to attract, develop, and…
Added 17 hours ago
KS
Field Sales Repersentative
Kognitive Sales Solutions
Spruce Grove, AB
- Full-time
Kognitive Sales Solutions is seeking an Entry Level Field Sales Representative to join our growing team in Cambridge. This full-time, on-site position offers an exciting opportunity to…
Added 17 hours ago
TO
Employer Services Consultant
The Open Door Group
Medicine Hat, AB
- $32.83 to $38.3 CAD / hour
- Full-time
These roles follow a regular Monday to Friday schedule. Occasional flexibility may be required to support employer meetings, workshops, networking events, project timelines, stakeholder…
Added 17 hours ago
GT
Technical Support Representative-Call Center
Greenworks Tools Canada
East Gwillimbury, ON
- $26 CAD / hour
- Full-time
Job Title: Technical Support Representative-Call Center

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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73A, GC Avenue, Kolkata - 700013

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info@altiusinvestech.com

+91-6289225026

+91-7980747893

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U74900WB2016PTC210376

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Past Performance Trap

Buying overvalued funds at their peak often leads to lower-than-expected returns.

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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For clients with complex asset structures, we offer fully tailored solutions that blend Wills and Trusts.

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Families with multiple businesses & properties
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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