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Added 5 mins ago
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Client Advisor
RBC
Cornwall, ON
- Part-time
Added 5 mins ago
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Damage Insurance Agent (Bilingual)
RBC
Beaconsfield, QC · Beauharnois, QC · Beloeil, QC · Blainville, QC · Boucherville, QC · Brossard, QC · Candiac, QC · Chambly, QC · Châteauguay, QC · Côte-Saint-Luc, QC · Dollard-Des Ormeaux, QC · Dorval, QC · Drummondville, QC · La Prairie, QC · Laval, QC · Longueuil, QC · Mascouche, QC · Mont-Royal, QC · Mont-Saint-Hilaire, QC · Mont-Tremblant, QC · Montreal, QC · Pointe-Claire, QC · Repentigny, QC · Rosemère, QC · Saint-Bruno-de-Montarville, QC · Saint-Constant, QC · Saint-Eustache, QC · Saint-Jean-sur-Richelieu, QC · Saint-Jérôme, QC · Saint-Lambert, QC · Saint-Sauveur, QC · Salaberry-de-Valleyfield, QC · Sept-Îles, QC · Sherbrooke, QC · Sorel-Tracy, QC · Terrebonne, QC · Vaudreuil-Dorion, QC · Westmount, QC
- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
Added 5 mins ago
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Director, Corporate Client Group
RBC
Montreal, QC
- Full-time
Develop a mutual understanding of client needs for creation, protection and realization of shareholder value, while being viewed as a trusted financial advisor
Added 5 mins ago
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Portfolio Advisor, Portfolio Construction & Practice Management
RBC
Toronto, ON
- Full-time
…portfolio analysis and management experience as an Associate Advisor or Investment Advisor, with the ability to distill complex investment views into clear recommendations that align with…
Added 5 mins ago
SC
Resource Coordinator - Complex Special Needs
Service Coordination For Persons With Special Need
Ottawa, ON
- $55,250 to $65,000 CAD / year
- Full-time
…specific accommodations, please contact the Human Resources Advisor of SCS so that we can make arrangements to provide appropriate accommodations for…
Added 5 mins ago
Principal Product Acceleration Specialist - Auth0
Okta
Toronto, ON
…developer-centric leadership role, you will act as a trusted advisor to enterprise engineering, architecture, security, and application teams, as well as key System Integrator (SI)…
Added 5 mins ago
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Wealth Management Advisor
Desjardins
Disraeli, QC · Caisse Desjardins du Carrefour des lacs
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 5 mins ago
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Advisor, Operational efficiency
Desjardins
Levis, QC · Montreal, QC · Trois-Rivières, QC
- Full-time
As an operational efficiency advisor, you help design and improve business processes and operations based on business models and organizational structures to boost operational efficiency.…
Added 5 mins ago
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Personal Finance Advisor
Desjardins
Boucherville, QC · Varennes, QC · Verchères, QC · Caisse Desjardins des Patriotes
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 5 mins ago
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Personal Finance Advisor
Desjardins
Boucherville, QC · Sainte-Julie, QC · Varennes, QC · Verchères, QC · Caisse Desjardins des Patriotes
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 5 mins ago
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Manager, Wealth Reporting Analytics & Automation
BMO
Toronto, ON
- Full-time
Acts as a trusted advisor to assigned business groups.
Added 18 mins ago
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Manager, Strategy and Executive Operations
Aplin
Saskatoon, SK
- Full-time
…opportunity is for the right individual to become a trusted advisor to the Managing Partners and earn a meaningful seat at the table as the company continues to…
Added 18 mins ago
OS
Wealth Management Associate
Oakbridge Search Partners
Barrie, ON
- $60,000 to $80,000 CAD / year
- Full-time
As a Wealth Associate, you’ll partner closely with a senior advisor to deliver an exceptional experience to a book of established clients. You’ll be involved in every stage of the client…
Added 18 mins ago
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Managing Director, Strategic Operations & Portfolio Management
Confidential
London, ON
- Full-time
For the right individual, this is more than a management role - it is an opportunity to become a trusted advisor, strategic partner, and key leader helping shape the future direction and…
Added 18 mins ago
HT
Director of Finance
Higher Talent | Executive Search & HR Consulting |
St. John's, NL
- Full-time
Serve as a trusted financial and business advisor to the President.
Added 18 mins ago
OS
Wealth Management Associate
Oakbridge Search Partners
Newmarket, ON
- $60,000 to $80,000 CAD / year
- Full-time
As a Wealth Associate, you’ll partner closely with a senior advisor to deliver an exceptional experience to a book of established clients. You’ll be involved in every stage of the client…
Added 18 mins ago
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Insurance Advisor
PolicyAdvisor
Oakville, ON
- Full-time
LIFE INSURANCE ADVISOR ROLE - EXCITING INSURTECH STARTUP
Added 18 mins ago
RH
Health and Safety Specialist
Robert Half
Calgary, AB
- Full-time
We are seeking a proactive and detail-oriented Safety Advisor (5+ years) to support the ongoing success of a comprehensive health and safety program within a manufacturing environment.…
Added 20 mins ago
E
Project Safety Advisor
Enbridge
Calgary, AB
- Full-time
…our projects and worksites. We are seeking a Project Safety Advisor to join our Calgary based…
Added 23 mins ago
C
Parts advisor
Coast
Kentville, NS
- $20 to $22 CAD / hour
- Full-time
- On-site
Added 35 mins ago
Bilingual Senior Specialist, Security Applications (AppSec)
CMHC - SCHL
Ottawa, ON · Toronto, ON · Montreal, QC
Act as the senior application security advisor and escalation point for complex vulnerabilities, design-level risks, exception requests, and secure software delivery challenges.
Added 35 mins ago
SC
Assistant Branch Manager - Namao Centre
Servus Credit Union
Edmonton, AB
- Full-time
A minimum of 3 years experience as a Financial Advisor
Added 35 mins ago
SJ
Manager, Employee & Labour Relations (Non-Acute)
St. Joseph's Healthcare Hamilton
Brantford, ON · Guelph, ON · Hamilton, ON · St Josephs Health Centre Guelph
- Full-time
Serve as the primary labour relations advisor, providing expert guidance on collective agreement interpretation, employment law, and organizational policy.
Added 49 mins ago
CC
Sales Representative - Facility Services
Cintas Canada
Sudbury, ON
- Full-time
Will be a solution-centric advisor; a forward-thinking problem-solver focused on customer satisfaction and results.
Added 49 mins ago
P&
Team Lead, Business Application Solutions Support
Public & Business Services & Procurement | Services au public et aux entreprises & Approvisionnement
Toronto, ON
- Temporary
…designs to steering strategic plans, you'll be the trusted advisor, the problem solver, and the visionary who ensures that complex challenges turn into seamless solutions. This is your…

Infotree Global Solutions

Financial Advisor

Toronto, ON, Canada

Contract

Apply About employer

Applications open in a new tab.

Job details

Job type: Contract
Apply by: Nov 7, 2026
Posting language: English
Posted: Oct 8, 2026

Original job description

Job title: Account Manager

Duration: 06 Months with the possibility of extension

Location: Toronto, Ontario, CAN, M5X1J9

Job Description:

The role of Account Manager plays a vital part in ensuring we deliver the highest quality of customer service to our clients.

The Account Manager role is a member of our Service Delivery Team providing day to day service to a number of independent

Portfolio Managers and Introducing Brokers. The Service Delivery team act as a liaison between the client and the various

support areas within.

Responsibilities & Accountabilities:

Possess knowledge of the structure, procedures and systems utilized within and support areas
Build and maintain strong relationships with clients through the coordination of efforts with various internal departments
and divisions within and
Ensure that a high level of customer service is maintained with our clients by keeping them informed of any new
developments, products, and all available services as they relate to their business needs
Ensure prompt and thorough resolution of all client issues; respond to all inquiries within SLA; and recommend
improvements in policies with the ultimate goal of continually improving our service delivery
Adhere to professional email/phone standards and etiquette; fully adopt and utilize Salesforce Service Cloud for tracking
of client inquiries and escalations
Act as a liaison with the various operational areas within to ensure tasks are completed in a proactive and timely
manner
Conduct regular meetings with clients and document ongoing service and operational issues with respect to the client and
NBIN; investigate take-aways, follow-up and provide timely resolutions
Provide clients with guidance and education on policies, procedures and training that directly impact their business
Provide process improvement recommendations that will enhance the overall business relationship with clients
Represent professionally at client meetings and business functions

Education & Accreditations:

University degree with a minimum of two years in a wealth management service role
Canadian Securities Course (CSC) is required; Conduct and Practices Handbook (CPH) is a definite asset
Other Qualifications, Skills & Experience:
Knowledge of the regulatory and legal aspects of the industry
Knowledge with Microsoft Office
Self-starter with the ability to work independently and also within a team environment
Highly motivated and enthusiastic individual who demonstrates a can do attitude with the ability to work in a high
volume, fast paced environment
Strong interpersonal, verbal and written communication skills

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More about this job

Responsibilities

Provide day-to-day service to independent Portfolio Managers and Introducing Brokers, coordinating with internal teams to resolve client inquiries and operational issues promptly. Maintain client relationships through regular meetings, clear communication, guidance on policies and procedures, and recommendations to improve service delivery.

Requirements

A university degree and at least two years of experience in a wealth management service role are required, along with the Canadian Securities Course (CSC). Knowledge of industry regulations and Microsoft Office is expected; the Conduct and Practices Handbook (CPH) is an asset, as are strong communication skills and the ability to work independently and in a fast-paced team environment.

Skills

Customer Service
Wealth Management
Issue Resolution
Service Delivery
Client Communication
Microsoft Office
Salesforce Service Cloud
Regulatory Knowledge
Process Improvement
Interpersonal Communication
Written Communication
Verbal Communication
Time Management
Teamwork

Visa sponsorship

Not detected in the job text

Keywords

Account Management
Wealth Management
Portfolio Managers
Introducing Brokers
Service Delivery
Customer Service
Canadian Securities Course
Conduct and Practices Handbook
Regulatory Compliance
Industry Regulations
Microsoft Office
Salesforce Service Cloud
Client Inquiries
Issue Escalation
Service-Level Agreements
Operational Support
Process Improvement
Client Meetings
Policies and Procedures
Training
Internal Coordination
Written Communication
Verbal Communication

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