Find work in Canada.

A simpler way to find your next job.

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 16 mins ago
M
Analyst, Consulting Services
MNP
Regina, SK · Saskatoon, SK
- Full-time
…strategies that make a positive impact for clients. As a trusted advisor, you’ll provide comprehensive analysis, strategic guidance and action planning that empowers clients to achieve…
Added 16 mins ago
M
Technician, ease Cloud Accounting Services
MNP
Markham, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll use cutting-edge technology to deliver a full suite of services, including accounts payable, accounts…
Added 16 mins ago
R
Spécialiste Technique CFirst / CFirst Technical Specialist
RTX
Longueuil, QC
- Full-time
Une approche centrée sur le client et la capacité de demeurer calme dans des situations à haute priorité.
Added 16 mins ago
Senior Manager, Deal Technology: M&A IT (Calgary)
EY
AB · Calgary, AB
…business development efforts. You will be expected to amplify client engagement and high-quality delivery, spearhead market development, and foster long-lasting, revenue-generating…
Added 31 mins ago
W
Office Administrator (Rosedale Family Office)
Wellington-Altus
Toronto, ON
- Full-time
…Office Administrator will use their exceptional organization and client service skills to provide confidential and timely administrative and customer-service support to the Advisor teams…
Added 31 mins ago
HO
Pay and Benefits Advisor
House of Commons (Canada) / Chambre des communes (Canada)
Ottawa, ON
- Full-time
The House of Commons’ Human Resources Services is currently looking to staff the Pay and Benefits Advisor position.
Added 31 mins ago
RB
Client Advisor
Royal Bank of Canada
Swan River, MB
- Full-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 31 mins ago
RB
Will and Estate Advisor
Royal Bank of Canada
Montreal, QC
- Full-time
As an RBC Royal Trust professional, the Will and Estate Advisor is responsible for the acquisition of new wills and powers of attorney/mandates appointing Royal Trust in a fiduciary…
Added 31 mins ago
RB
Client Advisor
Royal Bank of Canada
Guelph, ON
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 31 mins ago
RB
Associate
Royal Bank of Canada
Montreal, QC
- Full-time
…external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remain up to date and compliant, and working with an…
Added 31 mins ago
RB
Senior Associate
Royal Bank of Canada
Richmond Hill, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 45 mins ago
MR
Senior Solutions Engineer
Metrics Recruitment
Vancouver, BC · Greater Vancouver, BC
- $115,000 to $140,000 CAD / year
- Full-time
Our client is a Vancouver-headquartered enterprise software company that sits at the intersection of banking and business software. Their platform lets major banks offer treasury and…
Added 45 mins ago
N
Senior Implementation Consultant
Nakisa
Montreal, QC
- Full-time
…business challenges into working solutions. You will be the senior advisor clients rely on through delivery. You will help Sales scope service engagements, so projects start on solid…
Added 45 mins ago
WW
Platform Facilitator and Technology Specialist
Worldsource Wealth Management
Markham, ON
- $80,000 to $90,000 CAD / year
- Full-time
The Platform Facilitator and Technology Specialist plays a key role in supporting advisor growth, onboarding, and adoption of technology across existing and prospective Worldsource…
Added 45 mins ago
ID
Sr. Client Partner
Intellect Design Arena Ltd
Toronto, ON
- $140,000 to $180,000 CAD / year
- Full-time
Client Partners play a pivotal role in our global growth strategy. In this role, you will own the overall executive relationship, account strategy, and rapid business expansion for a select…
Added 45 mins ago
HO
Pay and Benefits Advisor
House of Commons of Canada Chambre des communes du Canada
Ottawa, ON
- $69,900 to $88,445 CAD / year
- Full-time
The House of Commons’ Human Resources Services is currently looking to staff the Pay and Benefits Advisor position.
Added 45 mins ago
A
Contract Advisor
Adecco
Calgary, AB
- $60 to $77 CAD / hour
- Full-time
Adecco is currently recruiting for a Contracts Advisor on behalf of a leading Oil & Gas client in Calgary, AB. This is a 12-month contract opportunity with potential for extension.
Added 46 mins ago
R
Senior Associate
RBC
Richmond Hill, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 46 mins ago
R
Associate
RBC
Brossard, QC
- Full-time
…external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remain up to date and compliant, and working with an…
Added 46 mins ago
R
Banking Advisor
RBC
Hillsburg, MB
- Full-time
This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping clients with their everyday banking,…
Added 46 mins ago
R
Will and Estate Advisor
RBC
Montreal, QC
- Full-time
As an RBC Royal Trust professional, the Will and Estate Advisor is responsible for the acquisition of new wills and powers of attorney/mandates appointing Royal Trust in a fiduciary…
Added 46 mins ago
R
Client Advisor
RBC
Swan River, MB
- Full-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 46 mins ago
R
Senior Associate
RBC
Richmond Hill, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 46 mins ago
R
Administrative Assistant
RBC
Toronto, ON
- Full-time
…ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering efficient…
Added 46 mins ago
Enterprise Customer Success Manager
Trolley
Halifax, NS
As we continue to grow, we're looking for a customer-focused technical expert who is passionate about building strong client relationships, solving complex challenges, and helping customers…

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

Apply About employer

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

Report this job