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Added 23 mins ago
NB
Senior Analyst Litigation
National Bank of Canada
Montreal, QC
- Full-time
…and Wealth Management team at National Bank means acting as a specialist supporting complex litigation and regulatory investigation mandates. This role allows you to make a tangible impact…
Added 23 mins 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 23 mins ago
NB
Banking Advisor
National Bank of Canada
Ottawa, ON
- Part-time
Refer your clients to your specialist colleagues for their specific needs.
Added 23 mins ago
NB
Senior Specialist Hybrid Telecom Platforms
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Specialist – Hybrid Telecom Platforms in the Infrastructure and Operations team at National Bank means acting as an expert in connectivity and cloud environments. This…
Added 23 mins 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 1 hour ago
HC
Audiologist/Hearing Instrument Specialist - Windsor (12-18 month contract)
HearingLife Canada
Windsor, ON
- Contract
…professional credentials and continued education, and engage with the community through presentations and marketing…
Added 3 hours ago
J
Beauty Specialist, Hourly Part Time Flexible Shifts Greenlight Requisition
Jobbe
New Glasgow, NS
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 3 hours ago
J
Beauty Specialist, Hourly Part Time Flexible Shifts Greenlight Requisition
Jobbe
Saint John, NB
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 6 hours ago
MG
Geriatric Specialist, NLOT (Integrated Care)
Michael Garron Hospital
Toronto, ON
- Full-time
The Geriatric Specialist for the Nursing Led Outreach Team (NLOT) demonstrates a high level of autonomy and expertise in geriatric care to formulate clinical decisions. The Geriatric…
Added 8 hours ago
CI
Material Handler
Calian in Space & Technology
Saskatoon, SK
- Full-time
…culture. We encourage you to apply to a role or join our talent community and sign up for job alerts that match your area of expertise and what you are looking for in your next…
Added 8 hours ago
ZS
Hairstylist
Zazou Salon & Academy
North Vancouver, BC
- Internship
We’re Zazou Salon & Academy - an award-winning, community-focused salon that’s been rocking the industry for 30 years. With two thriving locations and a vision to open 10 salons in the next…
Added 8 hours ago
RM
M.L.T. Charge - Quality
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
Ross Memorial Hospital (RMH) is an active, acute-care community hospital located in the heart of the City of Kawartha Lakes. Among our acute and continuing care services, our team cares for…
Added 9 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 9 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 9 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 10 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 10 hours ago
LC
Beauty Specialist, Hourly Part Time Day
Loblaw Companies Limited
Alexis Whitecourt 232, AB · Whitecourt, AB
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 10 hours ago
EC
Run Specialist
Enroute Cycling
Richmond, BC
- Full-time
The Run Specialist is the running expert on our ENROUTE.RUN floor in Richmond. You will fit runners with the right footwear, run gait analysis, and offer informed guidance on shoes,…
Added 12 hours ago
WM
Associate Director, Fundraising
Windmill Microlending
Toronto, ON · Calgary, AB
- $110,000 to $120,000 CAD / year
…gifts in the $25,000 to $1,000,000+ range, as well as securing community bond investments above $250,000. They will also ensure donor stewardship and communication strategies are in place…
Added 12 hours ago
ME
Full Time Inventory Specialist - Whistler
Mountain Equipment Company
Whistler, BC
- $20.4 to $23 CAD / hour
- Full-time
MEC is more than a store. We’re a hub for the outdoor community, a leader in sustainability, and a place where you can be yourself. People come to us to try new things and plan new…
Added 12 hours ago
CC
Family Physician
Callingwood Crossing Medical Clinic
AB · Edmonton, AB
- Full-time
…longstanding healthcare provider and key part of the West Edmonton community, known for trusted, personalized care and a strong focus on patient well-being. The clinic offers a wide range…
Added 12 hours ago
Data Governance Specialist
Mariner
NS
We care about the impact we have on our community.
Added 12 hours ago
SE
Field Service Technician
Schneider Electric
Calgary, AB
- Full-time
Reporting customer suggestions on product improvement and existing product designs to the appropriate technical specialist;
Added 13 hours ago
P
Recruteur(e)
PepsiCo
Levis, QC · Montreal, QC · Laval, QC · Saint-Laurent, Quebec
- Full-time
Added 13 hours ago
FH
Community Health Nurse - Registered Nurse - Abbotsford
Fraser Health
Abbotsford, BC
- Full-time
…of practice and the Mission and Values of Fraser Health, the Community Health Nurse (CHN) - Registered Nurse works independently in the community setting. Works collaboratively and as a…

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

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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.

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

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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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