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Added 9 mins ago
IF
Business Readiness Analyst
International Financial Data Services (IFDS)
Toronto, ON
- Full-time
The incumbent will act as a trusted advisor to business stakeholders and leadership, providing expertise in business readiness, change management, impact assessment, and operational…
Added 9 mins ago
IF
Business Readiness Analyst
International Financial Data Services (IFDS)
Toronto, ON
- Full-time
The incumbent will act as a trusted advisor to business stakeholders and leadership, providing expertise in business readiness, change management, impact assessment, and operational…
Added 9 mins ago
M
Director, Product & Growth
Manulife
Toronto, ON
- Full-time
Champion the voice of the customer by incorporating sponsor, member, advisor and distribution insights into product strategy, design and prioritization.
Added 1 hour ago
R
Advisor, Talent and Culture
RONA
Boucherville, QC
- Full-time
Reporting to the Manager, Talent and Culture, the Talent and Culture Advisor plays an active role in the design, implementation, and continuous improvement of programs and initiatives that…
Added 1 hour ago
MF
AVP, Client Engagement & Communications
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
…results-oriented leader who can connect client intelligence, compelling communications and digital capabilities to strengthen advisor and client relationships. You will shape timely,…
Added 2 hours ago
SP
People & Culture Advisor / Conseiller/Conseillère en ressources humaines et culture d’entreprise
Sekure Payment Experts
Dollard-Des Ormeaux, QC
- Full-time
Reporting to the Manager, People & Culture, the People & Culture Advisor will partner with the HR management team to develop and implement HR policies, programs and practices for the…
Added 3 hours ago
M
Advisor, Quality Control (12 Month Contract)
Metrolinx
Toronto, ON
- Full-time
…communication channels, including Contact Centre interactions, station communications, public address announcements, digital communications and other customer-facing…
Added 3 hours ago
BN
Strategy and Partnerships Advisor
Build Nova Scotia
Halifax, NS
- Full-time
The Advisor works collaboratively with Marketing and Communications to support partnership, tenant and event initiatives.
Added 4 hours ago
S
Staff Diagnostic Electrophysiology Technologist - BC Children’s Hospital
Sanya’k̓ula
Vancouver, BC
- Full-time
Added 6 hours ago
C
Human Resources Advisor
Corbec
Drummondville, QC
- Full-time
Do you enjoy having a tangible impact on the daily lives of employees? We are looking for an HR Advisor for our new Drummondville plant, a versatile and committed individual who will be…
Added 12 hours ago
TU
Assistant Dean, DAE, Faculty of Education
The University of British Columbia
Vancouver, BC
- $12,418.42 to $18,613.67 CAD / month
- Full-time
…Planning, Awards, Corporate and Foundation Relations, Development Communications and alumni programming and events, to provide exceptional service to Faculty of Education under the…
Added 12 hours ago
K
Manager, Government Solutions
KPMG
Edmonton, AB
- Full-time
Growing your reputation as a trusted advisor and champion within the government community
Added 12 hours ago
K
Manager, Government Solutions
KPMG
Halifax, NS
- Full-time
Growing your reputation as a trusted advisor and champion within the government community
Added 12 hours ago
Sr. Cyber Security Advisor
Rogers Communications
Brampton, ON · Calgary, AB
The Sr. Cyber Security Advisor is a key member of security professionals that supports business and information technology.
Added 17 hours ago
UO
Assistant Dean, DAE, Faculty of Education
University of British Columbia
Vancouver, BC · UBCV | Neville Scarfe Building (SCRF)
- $12,418.42 to $18,613.67 CAD / month
- Full-time
…Planning, Awards, Corporate and Foundation Relations, Development Communications and alumni programming and events, to provide exceptional service to Faculty of Education under the…
Added 17 hours ago
TH
Head of Human Resources
Tim Hortons
Montreal, QC
- Full-time
The successful candidate will work closely with senior management and restaurant managers, serving as a trusted advisor and primary point of contact for all human resources matters.
Added 18 hours ago
M
Summer Intern 2027 - Digital Marketing
Manulife
Toronto, ON
- Full-time
…while supporting high-profile initiatives that enhance the advisor and client…
Added 18 hours ago
A
Senior Compensation Partner, Sales & Marketing
Autodesk
Toronto, ON · Greater Toronto Area, Canada
- Full-time
The Senior Compensation Business Partner, Sales & Marketing is the trusted compensation advisor to Autodesk's Sales organization within the COO, covering both commissioned and…
Added 18 hours ago
R
Advisor, Internal Communications (Corporate Communications) (Hybrid/Telework)
Radio-Canada
Ottawa, ON
- Full-time
We are seeking an Adviser, Internal Communications to join the Corporate Communications team. Your primary focus in this role will be on creating and leading internal communication…
Added 19 hours ago
IC
CRM & Sales Enablement, Lead
Interac Corp.
Toronto, ON · Interac Corp. Head Office
- Full-time
As the Lead, CRM and Sales Enablement, you will serve as a strategic architect and trusted advisor within the Client Strategy team, driving the enterprise CRM strategy, governance, and…
Added 19 hours ago
E
Data Architecture & Governance Advisor
EllisDon
Mississauga, ON
- Full-time
You as a Data Architecture & Governance Advisor will:
Added 19 hours ago
Senior Indigenous Partnerships & Project Advisor
GHD Group Pty Ltd
Waterloo, ON
GHD is seeking a Senior Indigenous Partnerships & Project Advisor to join our Strategic Communications, Engagement and Communities team in Ontario.
Added 19 hours ago
Sales Representative - Uniform
Cintas
Langley (District), BC · Langley, BC
Will be a solution-centric advisor; a forward-thinking problem-solver focused on customer satisfaction and results.
Added 19 hours ago
CC
Sales Representative - Facility Services
Cintas Canada
AB · Edmonton, AB
- Full-time
Will be a solution-centric advisor; a forward-thinking problem-solver focused on customer satisfaction and results.
Added 19 hours ago
MC
Sales and Advice Effectiveness Specialist, Retail
Meridian Credit Union
Toronto, ON · Etobicoke, ON
- Full-time
Advice Excellence, Coaching and Advisor Capability (20%)

Closed listing

Four Eyes Financial

Account Manager

Moncton, NB, Canada

Full-time

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Job type: Full-time
Closing date: Sep 29, 2026
Experience: 5+ years of experience influencing executive decision makers.
Posting language: English
Posted: Jun 11, 2026

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Original job description

Archived listing. The details below describe a past opening.

Four Eyes Financial is uniquely positioned to be North America’s #1 provider of retail investment advisor technology. We are experiencing significant growth and require the talents of an Account Manager to help us retain & grow key accounts with North America’s top independent investment broker/dealer firms.

If you believe that personal ownership of the client experience is what converts customers into apostles, this role is for you. The Account Manager ensures clients can’t wait to buy more products, and that they see their needs in our evolving solutions; resulting in increased lifetime value of the client.

Focus Areas

Client Advocate: Ensure internal functions at FEF understand customers’ requirements and respond appropriately.

Work with Four Eyes’ Product development to ensure our product portfolio reflects changing client needs.
Work with Client Success team members to ensure training, support & projects meet client needs.
Work closely with the Product Delivery team to identify opportunities to improve client services.

Manage Client Relationships: All customer requirements and Service Level Agreements (SLAs) are documented, measured and managed.

Oversee the successful financial and operational set-up of newly contracted clients.
Key person in coordinating new client integrations and existing client product launches.
Facilitate strategic communications inside the client organization to ensure we understand priorities and are meeting SLAs.
Ongoing review and communication with all client contact points to improve FEF efficiency and effectiveness in delivery of service.
Work with technical decision makers and daily managers to monitor and manage SLAs for client success.
Manage multiple cross-product opportunities and projects.

Leadership & Account Planning: Map client lifecycle and lead internal FEF resources and client contacts to achieve desired outcomes..

Ensure the client is successful in using our solutions to achieve their desired results. Collect data for Case Studies.
Oversee timely and accurate billings, tracking of actuals and estimates, month-end and year-end reporting.
Work with the Head of Growth to identify opportunities to expand existing relationships to cross-sell additional products/services. Including revenue forecasts by product line and aligning sales & marketing to account development plans.
Review client profitability & accounts receivables and address negative trends.
Present value at every opportunity.

Qualifications

5+ years of experience influencing executive decision makers.
Demonstrated ability to facilitate agreement.
Deep understanding and experience managing through CRM.
Experience in B2B technical sales or service.

Four Eyes Financial is a rapidly growing Regulatory Technology company based in Saint John, NB. We are at the forefront of change in how Wealth firms optimize their data and compliance functions through our Intelligent Compliance Platform.

Benefits Include

Group health & dental benefits
RRSP matching program
Competitive salary & vacation days
Hybrid work options
And more!

Are you ready to accelerate your career? If you have a pioneering spirit, a passion for results, seek meaningful work and want to make an impact on a changing industry, come join us!

About employer

More about this job

Responsibilities

The Account Manager will retain and grow key accounts by acting as a client advocate and managing relationships with top investment firms. They are responsible for coordinating new client integrations, monitoring SLAs, and identifying cross-sell opportunities to expand existing business.

Requirements

Candidates must have at least 5 years of experience influencing executive decision makers and managing through CRM systems. A background in B2B technical sales or service is required, along with the ability to facilitate agreement and manage complex projects.

Skills

Account management
Client advocacy
B2B technical sales
CRM management
Strategic communication
Project management
Financial reporting
Relationship management
Product development
SLA management
Cross-selling
Data analysis
Executive decision making
Client integration

Benefits

Group health benefits
Dental benefits
RRSP matching program
Competitive salary
Vacation days
Hybrid work options

Visa sponsorship

Not detected in the job text

Keywords

Account Manager
Investment Advisor Technology
Regulatory Technology
B2B
CRM
SLA
Client Success
Product Delivery
Account Planning
Cross-selling
Revenue Forecasting
Wealth Firms
Compliance
Data Optimization
Client Lifecycle
Case Studies
Financial Reporting
Technical Sales

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Jobs in Canada