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Added 12 mins ago
C
Administrative Assistant
CIBC
Sidney, BC
- Full-time
…responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client…
Added 12 mins ago
C
Administrative Assistant
CIBC
Toronto, ON
- Full-time
…responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client…
Added 42 mins ago
B
Client Service Associate
BMO
Toronto, ON · CLAIRE
- Full-time
…roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market knowledge with the strength and…
Added 56 mins ago
C
Financial Planning Advisor
CIBC
London, ON
- Full-time
…wealth and the complexities involved. You will be working as part of a leading Wealth Management practice to understand the unique and complex needs of their high net worth clients, and…
Added 1 hour ago
R
Client Advisor
RBC
Cornwall, 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 1 hour ago
R
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 1 hour ago
I
Mechanical Inspector (Casual Part Time) Edmonton, AB
Intertek
Edmonton, AB
- Part-time
…inspections. This position will travel at least 25% of the…
Added 2 hours ago
B
Client Service Assistant
BMO
Waterloo, ON · MARS
- Full-time
…role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above…
Added 4 hours ago
PF
Gestionnaire senior·e de la réussite client | Senior Customer Success Manager
Power Factors
Remote, Canada
- Remote
Le ou la Gestionnaire senior·e de la réussite client agit à titre de conseiller·ère de confiance et de responsable commercial·e pour un portefeuille de comptes stratégiques chez Power…
Added 4 hours ago
PF
Gestionnaire senior·e de la réussite client | Senior Customer Success Manager
Power Factors
Montreal, QC
- Full-time
Le ou la Gestionnaire senior·e de la réussite client agit à titre de conseiller·ère de confiance et de responsable commercial·e pour un portefeuille de comptes stratégiques chez Power…
Added 5 hours ago
NB
Wealth associate
National Bank of Canada
Montreal, QC
- Full-time
Assist the Private Wealth Advisor in all administrative tasks related to managing client accounts.
Added 7 hours ago
RD
Associate Advisor
RBC Dominion Securities
Vancouver, BC
- 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 8 hours ago
BT
Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
Develop and maintain strong client relationships while serving as a trusted business advisor.
Added 12 hours ago
DC
Project Manager – Community-Based Research & Engagement
DIVERSEcity Community Resources Society
Surrey, BC
- Full-time
Acts as a key advisor to external partners and stakeholders, shaping collaborative initiatives and shared system priorities.
Added 14 hours ago
E
Principal Technical Consultant, Senior Hydrogeologist
ERM
Calgary, AB · Vancouver, BC
- $109,900 to $147,300 CAD / year
- Full-time
Reporting to ERM’s Technical Director, you will use your technical expertise, client relationships, and business acumen to strengthen ERM’s reputation, expand our hydrogeology practice, and…
Added 14 hours ago
C
Concepteur de solutions de sécurité (Security Solutions Designer)
Cisco
Montreal, QC
- Full-time
…améliorent les occasions d’affaires de Cisco dans l’environnement du client, de positionner et de promouvoir la proposition de valeur du partenaire et du client pour l’architecture de…
Added 15 hours ago
OB
Grow Your Practice at Odlum Brown, Your Way
Odlum Brown Limited
Victoria, BC
- Full-time
…long-term approach to decision-making that prioritizes strong client relationships, sustainable growth, and advisor success. Independence is not just part of our history; it continues to…
Added 15 hours ago
WF
Insurance Advisor
Western Financial Group
Medicine Hat, AB
- Full-time
As an Insurance Advisor you are responsible for meeting sales targets through quotes and by referring new business. Every day you will be build lasting relationships with your customers,…
Added 15 hours ago
RB
Client Advisor
Royal Bank of Canada
Richibucto, NB
- Part-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 15 hours ago
RB
Client Advisor
Royal Bank of Canada
ON · GREATER SUDBURY / GRAND SUDBURY, Ontario
- Part-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 15 hours ago
RB
Client Advisor
Royal Bank of Canada
Smooth Rock Falls, ON
- Part-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 15 hours ago
VS
Technical Adoption Manager
Vena Solutions
Remote, Canada
- $85,459 to $115,621 CAD / year
- Full-time
- Remote
Acting as a trusted advisor, the Technical Adoption Manager partners closely with customers and Account Managers to support evolving business requirements, guide architectural and…
Added 16 hours ago
PH
Family Practitioner, Forensic Assertive Community Treatment (FACT), Forensic Psychiatric Regional Clinics - Surrey, BC
Provincial Health Services Authority
Surrey, BC
- Part-time
BC Mental Health & Substance Use Services (BCMHSUS), as part of the provincial mental health services continuum, provides a diverse range of specialized, "one-of-a-kind" tertiary mental…
Added 16 hours ago
DC
Project Manager – Community-Based Research & Engagement
DIVERSEcity Community Resources Society
Surrey, BC
- Full-time
Acts as a key advisor to external partners and stakeholders, shaping collaborative initiatives and shared system priorities.
Added 17 hours ago
R
Client Advisor
RBC
Sudbury, ON
- Part-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…

Infotree Global Solutions

Financial Advisor

Toronto, ON, Canada

Contract

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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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