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Added 2 hours ago
NC
Fitness Coordinator
Niagara College
Welland, ON
- Part-time
Certified Personal Trainor, Certified Registered Exercise Physiologist, or Strength and Conditioning Specialist Certification is required
Added 3 hours ago
Equity, Diversity & Inclusion (EDI) Specialist, Indigenous Health & Wellness, BORN - Temporary Full-Time (1.0) (until October 2028)
CHEO
Ottawa, ON
The EDI Indigenous Health & Wellness Specialist will lead engagement with Indigenous communities across Ontario to foster respectful, collaborative relationships with Indigenous clinicians,…
Added 3 hours ago
AC
Spécialiste Approvisionnement | Procurement Specialist
Aston Carter
Quebec, QC
- Full-time
The Procurement Specialist supports the sourcing, contracting, and supplier management of goods and services required for shipbuilding operations and programs. Working closely with internal…
Added 3 hours ago
FC
Bilingual (French) Application Support Specialist (Tier 2 Help Desk Support)
Frontline Consulting Services (FCS) Inc
Toronto, ON
- Full-time
Provides expertise and technical knowledge about an application or suite of applications, possessing specialist knowledge of operating systems, devices, applications, and software Provides…
Added 3 hours ago
C
Equity, Diversity & Inclusion (EDI) Specialist, Indigenous Health & Wellness, BORN - Temporary Full-Time
CHEO
Ottawa, ON
- $49.02 to $57.65 CAD / hour
- Full-time
- Temporary
The EDI Indigenous Health & Wellness Specialist will lead engagement with Indigenous communities across Ontario to foster respectful, collaborative relationships with Indigenous clinicians,…
Added 3 hours ago
CI
Operations Liaison Coordinator
Calian in Space & Technology
Ottawa, ON
- Full-time
Intermediate Integrated Logistics Support Specialist
Added 4 hours ago
SM
RPN Cardiac Vascular Surgery/Cardiology
St. Michael's Hospital
Toronto, ON
- Full-time
Establishing a therapeutic relationship with the patient;
Added 5 hours ago
AI
Managing Partner
Antal International
Canada
- Full-time
Corporate Experience: 5–10+ years in a managerial or specialist role.
Added 5 hours ago
RB
Mortgage Specialist - Yorkton/Melville Communities
Royal Bank of Canada
Yorkton, SK
- Full-time
Cultivate local business opportunities and seek out new customers through relationship building within the community and your centres of influence
Added 7 hours ago
PO
Violence Prevention Educator
Peace Over Violence
MB · Back, MB
- Full-time
Peace Over Violence is seeking a dynamic Youth Prevention & Engagement Specialist to support violence prevention and positive youth development programming throughout Los Angeles and the…
Added 8 hours ago
NC
Automotive Parts Specialist
NAPA Canada
Valleyview, AB
- Full-time
Added 8 hours ago
Sourcing & Material Specialist
FTAI Aviation LLC
Montreal, QC
This role is responsible for being the primary analyst and specialist representing supply chain at site operations meetings while maintaining a cross functional engagement with key material…
Added 9 hours ago
CI
Gestionnaire principal de projet bilingue (Nucléaire) /Senior Project Manager (Nuclear)
Calian in Space & Technology
Trois-Rivières, QC
- Full-time
Added 9 hours ago
PC
Sales Representative
Prime Communications Canada Inc
Oakville, ON
- Up to $17.95 CAD / hour
- Full-time
As a Solution Specialist (Sales Representative) on our Retail Team and working at our Oakville Rogers Store, you will be an entrepreneur of Rogers and Fido plans, products, and services.…
Added 9 hours ago
SN
Quality Improvement Specialist
Squamish Nation
BC
- $80,026 to $120,040 CAD / year
- Full-time
Join Ayás Mén̓men Child & Family Services as a Quality Improvement Specialist and help strengthen programs, services, and practices that support the wellness of Sḵwx̱wú7mesh children,…
Added 9 hours ago
CO
Business Advisor
City of Saint John
Saint John, NB
- Full-time
The position serves as backup to the Customer Service Manager and provides leadership to the Customer Experience Specialist.
Added 9 hours ago
T
Bilingual (French) Application Support Specialist (Tier 2 Help Desk Support)
TEKsystems
Toronto, ON
- $30 to $40 CAD / hour
- Contract
Provides expertise and technical knowledge about an application or suite of applications, possessing specialist knowledge of operating systems, devices, applications, and software Provides…
Added 10 hours ago
BC
Sales Business Application
BI Control
Halifax, NS
- Full-time
As a Sales Business Application Specialist, you will be at the forefront of identifying, nurturing, and managing relationships with prospective clients. Your role will focus on promoting…
Added 10 hours ago
H
Insurance Advisor
Howden
Winchester, ON
- Full-time
A range of insurance products available commission free, including home, motor, travel and specialist vehicles
Added 10 hours ago
EG
Health and Safety Specialist
Emterra Group
Surrey, BC
- Full-time
We are currently searching for a Health & Safety Specialist to join our BC team at Emterra Group. The Health & Safety Specialist will play a key role in strengthening and advancing our…
Added 10 hours ago
XT
Senior Account Manager
XI Technologies Inc.
Calgary, AB
- Full-time
…importance of tracking every touch point within our customer relationship management (CRM)…
Added 10 hours ago
UF
Transportation Logistics Specialist
Uber Freight
Oakville, ON
- Full-time
Added 10 hours ago
S
Senior Manager, AML Investigations - Canadian Banking
Scotiabank
Mississauga, ON
- Full-time
…monitoring, and management of Client relations with the business line relationship…
Added 10 hours ago
NC
NAPA – Automotive Parts Specialist
NAPA Canada
Truro, NS
- Full-time
Added 10 hours ago
SM
RQ11331 – Application Support Specialist – Intermediate
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking an experienced Application Support Specialist – Intermediate to provide technical and customer support for digital systems and websites. The ideal candidate will have…

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

Andhra Pradesh and Telangana Address

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

Altius Investech Private Limited

Contact Us

info@altiusinvestech.com

+91-6289225026

+91-7980747893

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DIPP43865

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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.

Customised Solutions

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

Ideal For:

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

CSR Project

"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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