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Added 4 mins ago
PC
Deals Real Assets, Data Engineering & Digital Solutions, Senior Associate
PwC Canada
Vancouver, BC
- Full-time
Lead the development, build, and maintenance of internal tools and applications using Python, including Generative AI modules, automation scripts, and data processing pipelines to enhance…
Added 4 mins ago
TC
Retail Store Coordinator Full Time Marshalls - CrossIron Mills Mall
TJX Canada – Winners, Marshalls, HomeSense
Rocky View No 44, AB · Rocky View County, AB
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…
Added 4 mins ago
RI
Senior Project Manager
Reliance Impact
Toronto, ON
- $140,000 to $160,000 CAD / year
- Full-time
Our client, a leading Canadian general contractor, is seeking an experienced Senior Project Manager to lead the delivery of large-scale, ground-up institutional projects valued at over $100…
Added 4 mins ago
Technical Lead
Scotiabank
Ottawa, ON
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Added 20 mins ago
TI
Senior Solutions Architect
Thri5 Inc.
Remote, Canada
- Full-time
- Remote
Founded by a team with deep retail and retail-technology experience, Thri5 is venture-backed by some of Canada's most prominent VC and angel investors.
Added 35 mins ago
WI
Senior Technical Manager, Water Resources Engineering
WSP in Canada
Mississauga, ON
- Full-time
Based in Mississauga, Ontario, you will join our Southern Ontario Mine Water Team as a Senior Technical Manager, Water Resources Engineering - a leadership‑in‑practice role where your…
Added 35 mins ago
NB
Executive Director
New Brunswick Bible Institute
Meadow Lake, SK
- Full-time
Position Overview: Turning Point Youth Centre is seeking a passionate, faith-driven Executive Director (ED) to lead the organization into its next chapter. The ED is the primary decision…
Added 35 mins ago
P
Director of Project Services
PTAG
Calgary, AB
- Contract
We are seeking a Director, Project Services (Midstream) to support our growing team in Calgary, AB. In this role, you’ll play a key part in driving project excellence, collaborating with…
Added 35 mins ago
AB
Business Performance Coach
Avid Business Performance Group powered by ActionCOACH
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
Added 35 mins ago
TC
Retail Store Coordinator Winners – Bolton Square
TJX Canada – Winners, Marshalls, HomeSense
Bolton, ON
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…
Added 1 hour ago
TS
Lead Hand Mechanic
The Seaboard Transport Group
AB · Edmonton, AB
- Full-time
We’re currently seeking Licensed Mechanic - Lead Hand to join our growing team in Edmonton, AB.
Added 1 hour ago
WC
(CAN) Produce Team Lead
Walmart Canada
Hamilton, ON
- Full-time
…communicated priorities from the Fresh Coach and the Store Management Team. Delegate, assist and follow-up on completion of daily Customer Availability process…
Added 1 hour ago
WC
(CAN) Fashion Team Lead
Walmart Canada
Hamilton, ON
- Full-time
…communicated priorities from the Coach and the Store Management Team. Delegate, assist and follow-up on completion of daily Customer Availability process…
Added 1 hour ago
C
Optical Components Test Engineer - Ottawa or Quebec City
Ciena
Quebec, QC
- Full-time
As part of the Optical Component Test Engineering team, you will develop and maintain automated test solutions used in manufacturing environments. Responsibilities span both hardware and…
Added 1 hour ago
CI
Supervisor (Part Time)
Carters Inc.
Kingston, ON
- Part-time
…first Original Bodysuit® to the lasting careers we offer our team. We’ve kept our close-knit culture since our founding, and we invest in our teams with training and development programs,…
Added 1 hour ago
BP
Server
Boston Pizza
Corner Brook, NL
- $16.35 CAD / hour
- Part-time
Servers lead the Guest Experience at the table and ensure our Guests have everything they need from appitizers to desserts. Masters of situational service, they tailor their style to meet…
Added 1 hour ago
C
Lead Supervisor I
Coach
Vaughan, ON
- Full-time
…fair, positive experience, and an inclusive culture amongst the…
Added 1 hour ago
NP
Quality Management System (QMS) Lead
NWI Precision
Toronto, ON · North York, ON
- $85,000 to $110,000 CAD / year
- Full-time
…facility is located at 9 Fenmar Drive in Toronto. Our dedicated team prides themselves on delivering the highest quality products, to specifications and on time. NWI Precision is currently…
Added 2 hours ago
G
Demand Generation Manager
Guusto
Canada
- Full-time
This is a senior individual contributor role. Our Director of Growth Marketing will lead strategy and our rapidly-growing partner channel. You’ll keep the core engine running and improving,…
Added 2 hours ago
GA
Shift Leader
GRETA Arcade Bar Street Food
Vancouver, BC
- Part-time
Join our dynamic team as a Shift Leader, where you’ll extend beyond your primary job duties to take on leadership responsibilities. You will be scheduled leadership shifts to oversee the…
Added 2 hours ago
BP
Business Development Manager for two locations
Bayview Physiotherapy & Sports Medicine Clinic
Aurora, ON
- Part-time
Join our growing physiotherapy clinic team and help us build stronger connections in our community!
Added 2 hours ago
TT
Retail Store Coordinator Full Time Marshalls - CrossIron Mills Mall
The TJX Companies, Inc.
AB
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…
Added 2 hours ago
GE
Little Chief Restaurant Supervisor
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
2-3 years experience in a lead role or supervisory capacity with practical hands on knowledge and experience in all facets of Food & Beverage operations. Specific Hotel food and beverage…
Added 2 hours ago
GE
Head Bartender
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
2-3 years experience in a lead role or supervisory capacity with practical hands on knowledge and experience in all facets of Food & Beverage operations. Specific Hotel food and beverage…
Added 2 hours ago
GE
Chef de Partie
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Executive Chef, or Sous Chef, the Supervisor is responsible to lead, coach, motivate and oversee all staff and aspects of the Food & Beverage departmental…

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

Altius Investech Private Limited

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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.

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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