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Added 11 mins ago
B
Live-in Resident Manager
Boardwalk
Victoria, BC
- Full-time
Interested applicants are invited to submit a cover letter and resume. If applying for a location you do not currently reside in, please specify if you are planning to relocate and the…
Added 11 mins ago
B
Resident Manager
Boardwalk
London, ON
- Full-time
Interested applicants are invited to submit a cover letter and resume. If applying for a location you do not currently reside in, please specify if you are planning to relocate and the…
Added 26 mins ago
FB
Operations Coordinator
Forbes Bros. Group of Companies
Langley (District), BC · City of Langley, BC
- Full-time
The Office Manager leads daily administrative operations across three regional locations, supporting onsite teams and serving as a central point of contact for inquiries. You will guide…
Added 26 mins ago
FB
Operations Coordinator
Forbes Bros. Group of Companies
Surrey, BC
- Full-time
The Office Manager leads daily administrative operations across three regional locations, supporting onsite teams and serving as a central point of contact for inquiries. You will guide…
Added 26 mins ago
FB
Operations Coordinator
Forbes Bros. Group of Companies
Burnaby, BC
- Full-time
The Office Manager leads daily administrative operations across three regional locations, supporting onsite teams and serving as a central point of contact for inquiries. You will guide…
Added 26 mins ago
PE
Project Manager
PuroClean Etobicoke
Toronto, ON · Etobicoke, ON
- Full-time
We are seeking an experienced and motivated Project Manager with at least 2 years experience to oversee property damage restoration projects from initial assessment through to completion.…
Added 26 mins ago
FB
Operations Coordinator
Forbes Bros. Group of Companies
Coquitlam, BC
- Full-time
The Office Manager leads daily administrative operations across three regional locations, supporting onsite teams and serving as a central point of contact for inquiries. You will guide…
Added 26 mins ago
SI
Lead Product Manager, User Acquisition (scribd.com)
Scribd, Inc.
Vancouver, BC
- Full-time
…Scribd Flex empowers employees to choose the workstyle and location that support their best performance, while committing to intentional in-person moments that strengthen collaboration and…
Added 41 mins ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Communicates issues and concerns to the Manager.
Added 41 mins ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Communicates issues and concerns to the Manager.
Added 41 mins ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
Communicates issues and concerns to the Manager.
Added 41 mins ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
Communicates issues and concerns to the Manager.
Added 41 mins ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 41 mins ago
Sales Associate
Laura Canada
Saskatoon, SK
Demonstrates strong wardrobing skills by assessing the unique needs of customers and keeping current on product knowledge, new arrivals, location of merchandise and fashion trends.
Added 41 mins ago
AS
Senior Product Designer - Digital Banking & Financial Services (Canada)
Aequilibrium Software Inc.
Remote, Canada
- $70 to $100 CAD / hour
- Contract
- Remote
…Architects. On client teams, you may partner closely with a product manager and lead developer to align member needs with business priorities and technical…
Added 56 mins ago
SD
Beauty Manager, Salaried Full Time Flexible Shifts
Shoppers Drug Mart
Fort St. John, BC
- Full-time
Prepares performance appraisals in association with Front Store Manager
Added 1 hour ago
IG
Aviation Client Relations Manager
Insight Global
Longueuil, QC
- $40 to $50 CAD / hour
- Contract
Insight Global is seeking an Aviation Customer Manager to join a top aerospace company in Longueuil, QC. This role is 5x week onsite.
Added 1 hour ago
CG
Mobile Patrol Guard (Weekends Nights) - Central Region
Commissionaires Great Lakes
Oakville, ON
- Part-time
Location: 2947 Portland Dr, Oakville, Ontario
Added 2 hours ago
SM
29954-RFR-DTS-071 – Project Manager
S M Software Solutions Inc
Winnipeg, MB
- Full-time
We are seeking an experienced Project Manager with a minimum of 10 years of experience managing Information Technology projects, along with a valid PMP or PRINCE2 Practitioner…
Added 2 hours ago
TI
Business Analyst – Payment
Themesoft Inc.
Halifax, NS
- Contract
Talent Acquisition Group - Strategic Recruitment Manager
Added 2 hours ago
SM
RQ00833 – Program Manager – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
We are seeking a Senior Program Manager with extensive experience in program and portfolio management, strategic planning, governance, stakeholder engagement, risk management, and the…
Added 2 hours ago
HL
Marketing Manager
Horizon Legacy
Toronto, ON
- Full-time
Location: Mississauga, ON | Hybrid Reports to: CEO
Added 2 hours ago
TI
Process Engineer with Payment
Themesoft Inc.
Toronto, ON
- Contract
Talent Acquisition Group - Strategic Recruitment Manager
Added 3 hours ago
NM
Corporate Precision Agriculture Manager
Nelson Motors and Equipment
Avonlea, SK
- Full-time
…across the organization. The Corporate Precision Agriculture Manager will drive the dealer strategy for solutions enabled by the John Deere Precision Agriculture strategy and other aligned…
Added 3 hours ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Slave Lake, AB
- Contract
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.

Infotree Global Solutions

Investment Advisor

Toronto, ON, Canada

Contract

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Job details

Job type: Contract
Apply by: Nov 11, 2026
Posting language: English
Posted: Oct 12, 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 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

Manage day-to-day service for 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

Requires a university degree and at least two years of experience in a wealth management service role, along with the Canadian Securities Course (CSC); the Conduct and Practices Handbook (CPH) is an asset. Candidates should understand industry regulations and legal requirements, be proficient with Microsoft Office, and demonstrate strong communication, interpersonal, organizational, and teamwork skills.

Skills

Customer Service
Issue Resolution
Service Delivery
Client Communication
Salesforce Service Cloud
Microsoft Office
Regulatory Knowledge
Operational Coordination
Process Improvement
Written Communication
Verbal Communication
Interpersonal Skills
Time Management
Teamwork
Independent Work

Visa sponsorship

Not detected in the job text

Keywords

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

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