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Added 2 mins ago
PA
Investment Operations Associate
Polar Asset Management Partners Inc.
Toronto, ON
- Full-time
Polar Asset Management Partners is an alternative asset manager established in 1991 and headquartered in Toronto. With teams in Canada, US, and the UK, managing strategies across equities,…
Added 2 mins ago
SS
Project Manager - Operations & Logistics
Summit Search Group
Toronto, ON · North York, ON
- $55,000 to $70,000 CAD / year
- Contract
My client is seeking an experienced and highly organized Operations Project Manager to join their team on a 12-month contract during an exciting period of growth. This role will support the…
Added 2 mins ago
TH
Restaurant manager
Tim Hortons Québec
Stayner, ON
- Full-time
Added 2 mins ago
QM
Office Manager
Quantum Management Services Ltd.
Vaughan, ON
- $60,000 to $65,000 CAD / year
- Contract
…seeking a personable, organized and detail-oriented Office Manager to oversee daily administrative operations and provide support to its management team on a 12-month…
Added 2 mins ago
O
Project Engineer-Civil/Structures
ONxpress
Toronto, ON
- Full-time
Metrolinx’s GO Expansion program is delivering more GO service across the network, including the capacity to deliver two-way service every 15 minutes or better on core routes. Work is…
Added 2 mins ago
TH
Shift manager - fast food restaurant
Tim Hortons Québec
Quebec, QC
- Full-time
Added 2 mins ago
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Shift manager - fast food restaurant
McDonald's
Quebec, QC
- Full-time
Ensure that food and service meet quality control standards
Added 2 mins ago
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Shift manager - fast food restaurant
A&W Food Services of Canada Inc.
Levis, QC
- Full-time
Ensure that food and service meet quality control standards
Added 2 mins ago
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Kitchen manager
McDonald's
Saguenay, QC
- Full-time
Ensure that food and service meet quality control standards
Added 2 mins ago
BI
Sales & Marketing Coordinator
BioSyent Inc
Mississauga, ON
- Full-time
…direction provided by the applicable Marketing Director, Marketing Manager, or other authorized…
Added 2 mins ago
TH
Shift manager - fast food restaurant
Tim Hortons Québec
Trois-Rivières, QC
- Full-time
Ensure that food and service meet quality control standards
Added 2 mins ago
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Restaurant manager
Subway
Kitchener, ON
- Full-time
Added 2 mins ago
KB
Overnight Freight Flow Associate
Kent Building Supplies
Fredericton, NB
- Part-time
…source of home improvement products through superior customer service and know-how, quality products, and everyday great prices. We protect our customers and staff by hiring and training…
Added 2 mins ago
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Restaurant manager
Subway
Breslau, ON
- Full-time
Added 2 mins ago
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Project Engineer- Stations
ONxpress
Toronto, ON
- Full-time
Metrolinx’s GO Expansion program is delivering more GO service across the network, including the capacity to deliver two-way service every 15 minutes or better on core routes. Work is…
Added 2 mins ago
FR
Condominium Manager
FirstService Residential Canada
Toronto, ON
- Full-time
Experience exceptional service with a fulfilling career in property management with FirstService Residential.
Added 2 mins ago
3T
Site Reliability Engineer
360 Technology
Toronto, ON
- Full-time
…quality attribute; it is the product. You will treat it as a service level objective with the same rigor most organizations reserve for…
Added 2 mins ago
DR
Live-in Residential Superintendent
District Realty Corporation, Brokerage
Ottawa, ON
- Full-time
…and commercial renters can count on the highest standards of service, communication, and…
Added 2 mins ago
FG
Account Manager
Flynn Group of Companies
AB · Edmonton, AB
- Full-time
Our Edmonton Branch, is currently searching an Account Manager that will be responsible for growing and maintaining strong client relationships while supporting sales, estimating, and…
Added 2 mins ago
AC
Field Service Technician - Specialty Rental - Acheson, Alberta, Canada
Atlas Copco
Acheson, AB
- Full-time
Your mission as the Field Service Engineer is to provide expert repair services for our technology solutions, delivering unmatched customer satisfaction and upholding the highest standards…
Added 2 mins ago
CR
Restaurant manager
Chuck's Roadhouse Bar & Grill
Aurora, ON
- Full-time
Added 2 mins ago
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General Licensed Condomium Manager
Nova Property Management Experts
Ottawa, ON
- Full-time
Nova Property Management Experts is hiring a General Licensed Condominium Manager to lead a portfolio of condominium corporations in Ottawa, supported by a Limited Licensed Condominium…
Added 2 mins ago
RH
Manager of Employee Relations (Public Sector)
Robert Half
Calgary, AB
- Full-time
The Human Resources Manager will lead the HR function and act as a trusted partner to senior leadership, translating business strategy into effective and compliant people practices. This…
Added 2 mins ago
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Assistant Property Manager
Armco
Calgary, AB
- Full-time
Reporting to Senior Property Managers, the Assistant Property Manager (APM) will support day-to-day operations and providing outstanding service to our tenants.
Added 4 mins ago
CS
Active Living Aide - Full Time
Cogir Senior Living
Ottawa, ON · Park Place Retirement Residence
- Full-time
Reporting to the Active Living Manager, the Active Living Aide assists in the planning, organization and implementation of meaningful programs for the residents.

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

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