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Added 15 mins ago
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Information Security Analyst II - Asset Assessment & Governance
TD
Toronto, ON · Mississauga, ON
- Full-time
Strengthening relationships with Standards teams and stakeholders, provide proactive risk guidance, and act as a trusted advisor on control and assessment-related matters.
Added 15 mins ago
Financial Advisor - Aspen Woods Branch, AB
Scotiabank
AB · Calgary, AB
…achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking,…
Added 15 mins ago
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Financial Advisor CIRO-MFD
CIBC
Mississauga, ON
- Full-time
As a member of the Imperial Service Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As…
Added 15 mins ago
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Associate Financial Advisor - Magog
CIBC
Magog, QC
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 15 mins ago
C
Financial Advisor CIRO-MFD
CIBC
Ottawa, ON
- Full-time
As a member of the Imperial Service Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As…
Added 15 mins ago
S
Paid Services Beauty Advisor - Full Time
Sephora
AB · St Albert, AB
- $17.5 to $20.6 CAD / hour
- Full-time
As our Paid Service Beauty Advisor, you are an expert in all thing’s beauty! You’re here to guide our clients on their beauty journey at the Beauty Studio & beyond. It’s not just about the…
Added 30 mins ago
DC
Asset Management Specialist
Dillon Consulting Limited
Toronto, ON · Hamilton, ON · Kingston, ON · Oakville, ON · North York, ON
- Full-time
…civil engineering design and asset management, turning complex client data into structured, predictive asset databases while supporting the design of municipal…
Added 30 mins ago
DC
Asset Management Specialist
Dillon Consulting Limited
Winnipeg, MB
- Full-time
…civil engineering design and asset management, turning complex client data into structured, predictive asset databases while supporting the design of municipal…
Added 44 mins ago
C
Senior Systems Developer - Salesforce
Co-operators
Guelph, ON
- Full-time
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s…
Added 44 mins ago
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Senior Systems Developer - Salesforce
Co-operators
Mississauga, ON
- Full-time
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s…
Added 44 mins ago
C
Senior Systems Developer - Salesforce
Co-operators
Toronto, ON
- Full-time
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s…
Added 45 mins ago
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Représentant(e) des ventes- Grands comptes (CHASSEUR)/Senior Sales Representative, Up Market Accounts (Hunter)
ADP
Montreal, QC
- Full-time
Vendre l’ensemble du portefeuille d’ADP (plus de 40 produits et services HCM) aux dirigeants de niveau C et aux principaux décideurs
Added 1 hour ago
Total Wealth Planner, Advanced Planning Services - Western Canada
Scotiabank
Calgary, AB
Contributes to the overall success of the Total Wealth Planning, APS, Client Solutions / Canadian Wealth Management in Canada ensuring specific individual goals, plans, initiatives are…
Added 1 hour ago
Financial Planning Practice Lead - Calgary/Vancouver
Scotiabank
AB · Calgary, AB
…Financial Planning Practice Lead is responsible for enhancing the client and Advisor experience by championing best-in-class financial planning practices. You will lead initiatives that…
Added 1 hour ago
Principal Construction Manager
Mott MacDonald
Toronto, ON
Act as a senior client advisor, developing and maintaining strong relationships with public and private sector clients to support repeat business and long-term strategic growth.
Added 1 hour ago
R
Bilingual Senior HR Business Partner – Corporate Groups
Radio-Canada
Toronto, ON
- Full-time
…operational and people strategies. You will serve as a trusted advisor, proactively addressing key business challenges, guiding organizational change, managing labour relations, and…
Added 1 hour ago
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Chief People and Culture Officer
Summit Search Group
Toronto, ON
- Full-time
Serve as a strategic advisor to the executive team on organizational effectiveness, culture, talent risks, and workforce decisions.
Added 1 hour ago
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Cybersecurity Advisor
Raise
Calgary, AB
- Full-time
Raise is currently hiring a Cybersecurity Advisor on behalf of our client. They’re expanding their team to meet growing needs, making this a unique opportunity to work with an industry…
Added 1 hour ago
FI
Artificial Intelligence Engineer
Flexstaf I.T. Inc.
Canada
- Contract
Experience in consulting, professional services, or another client-facing technology environment.
Added 1 hour ago
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Associate (Lions Gate Private Wealth Counsel)
Wellington-Altus
Vancouver, BC
- Full-time
Reporting to the Senior Wealth Advisor, Portfolio Manager at Lions Gate Private Wealth Counsel, the Associate supports the day-to-day operations of the practice by providing administrative,…
Added 1 hour ago
RB
Associate Advisor
Royal Bank of Canada
Moncton, NB
- Full-time
As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping…
Added 1 hour ago
RB
Banking Advisor
Royal Bank of Canada
Weyburn No. 67, SK · WEYBURN, Saskatchewan
- Full-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 1 hour ago
RB
Client Advisor
Royal Bank of Canada
NS · EAST HANTS, Nova Scotia
- 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 1 hour ago
RB
Banking Advisor
Royal Bank of Canada
Prince Albert, SK
- Full-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 1 hour ago
RB
Director, New Accounts and Documentation
Royal Bank of Canada
Toronto, ON
- Full-time
Strategic Advisory and Escalation – Serve as senior-level advisor for decision-making across all groups within scope. Act as point of escalation for matters unresolved by managers and as…

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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