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Added 2 mins ago
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Executive Search Analyst, Financial Services
Heidrick & Struggles
Toronto, ON
- Full-time
Heidrick & Struggles is the world’s foremost advisor on executive leadership, driving superior client performance through premier human capital leadership advisory services. For more than…
Added 7 mins ago
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Manager, Data & Insights
HIEC
Burlington, ON
- Full-time
Serve as a strategic advisor to the Executive Director and organizational leadership, proactively bringing forward insights and recommendations.
Added 7 mins ago
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Director, Compensation, Global Fairmont & Raffles and Accor North America
AccorCorpo
Toronto, ON
- Full-time
Act as Subject Matter Expert and key advisor to People & Culture leaders across brands and divisions on compensation practices and market benchmarking for support function roles.
Added 7 mins ago
SA
Senior Associate/Vice President Index Management – Equity Rebalance
Solactive AG
Toronto, ON
- Full-time
…clients. Flexibility, efficiency and providing the highest quality are at the heart and soul of our business philosophy. We are now…
Added 7 mins ago
RB
Manager, Process Owner CMO
Royal Bank of Canada
Toronto, ON
- Full-time
Develop and monitor KPIs and performance dashboards to track process health, cycle time reduction, quality improvement, and cost savings
Added 7 mins ago
RB
Senior Associate
Royal Bank of Canada
Vancouver, BC
- 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 7 mins ago
RB
Associate
Royal Bank of Canada
Toronto, 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 11 mins ago
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Administrative Assistant
Royal Bank of Canada
Calgary, AB
- Full-time
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Added 11 mins ago
AI
Parts Advisor - Mann-Northway Auto Source
AutoCanada Inc.
Prince Albert, SK
- $48,000 to $65,000 CAD / year
- Full-time
…Color Matching, Spray Gun Operation, Clear Coat Application, Quality Inspection, Detail-Oriented, Automotive Finishing, Safety Protocols, Automotive Paint Systems, Restoration, Paint…
Added 14 mins ago
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Mining and Industrial Water Treatment Engineer
AECOM
Kelowna, BC
- $115,000 to $180,000 CAD / year
- Full-time
…specialists, project managers, and clients to deliver high-quality engineering…
Added 14 mins ago
CO
Manager, Capital & Corporate Finance
City of Grande Prairie
Grande Prairie, AB
- Full-time
…committed to providing exceptional public service and enhancing the quality of life for all residents. Grande Prairie is a great place to live, work, and…
Added 14 mins ago
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Senior Principal, Solution Ownership / Premier directeur, Responsabilité des solutions
Slalom
Montreal, QC
- Full-time
…solutions, and drive measurable impact. You'll serve as a trusted advisor on complex business and technology challenges while contributing to the growth of Slalom's Solution Ownership…
Added 17 mins ago
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Head, Talent, Learning & Performance
Armstrong Fluid Technology
Toronto, ON
- Full-time
…successful candidate will operate as both a strategic talent advisor and hands-on program leader, partnering closely with business leaders, HR Business Partners and functional experts…
Added 17 mins ago
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Advisor, Securities
Desjardins
Montreal, QC
- Full-time
…and perform tasks as instructed, in accordance with our high quality standards. You are in close, regular contact with our clients, employees and partners to answer questions, take action…
Added 17 mins ago
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Sr. Customer Success Manager
Assent
Ottawa, ON
- $100,000 to $130,000 CAD / year
- Full-time
Develop and nurture lasting relationships with customers, serving as a trusted advisor throughout the entirety of the customer lifecycle journey. Defining compliance programs from start to…
Added 17 mins ago
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Sr. Customer Success Manager
Assent
Toronto, ON · Ottawa, Ontario
- $100,000 to $130,000 CAD / year
- Full-time
Develop and nurture lasting relationships with customers, serving as a trusted advisor throughout the entirety of the customer lifecycle journey. Defining compliance programs from start to…
Added 17 mins ago
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Staff Technical Recruiter
Marqeta
Remote, Canada
- Full-time
- Remote
Act as a trusted advisor to hiring managers on market data, leveling, and how to position Marqeta competitively for both product and engineering talent
Added 19 mins ago
ZA
Service Advisor - Prima Mazda (26321)
Zanchin Automotive Group
Vaughan, ON
- Full-time
Service Advisor career and employment opportunity awaits you.
Added 19 mins ago
PH
Family Practitioner, Forensic Assertive Community Treatment (FACT), Forensic Psychiatric Regional Clinics - Surrey, BC
Provincial Health Services Authority
Surrey, BC
- Part-time
…a supportive and inter-professional team, you will provide quality care for clients and help them live an active life as they reintegrate into the community. This new model of health care…
Added 19 mins ago
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Senior Test Manager (Wealth Management SME)
Cognizant
Toronto, ON
- $100,000 to $133,000 CAD / year
- Full-time
…partner with senior stakeholders to ensure rigorous compliance, quality engineering, and seamless execution across enterprise…
Added 22 mins ago
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Account Supervisor (Hybrid)
Diamond
Toronto, ON
- Full-time
…start-up DNA, which is our tenacity; relentlessly focus on quality and client satisfaction. We’re always embracing change; from our clients, the industry and within the four walls of our…
Added 22 mins ago
EL
Beauty Advisor - MAC - Freelance/Oncall-Brampton, Ontario
Estée Lauder Companies
Brampton, ON
- Full-time
The Estée Lauder Companies Inc. is one of the world’s leading manufacturers, marketers, and sellers of quality skin care, makeup, fragrance, and hair care products, and is a steward of…
Added 22 mins ago
M
Cloud & AI Platform Sales Specialist
Microsoft
Vancouver, BC · Edmonton, AB · Calgary, AB
- Full-time
…influence long-term strategic direction and act as a trusted advisor driving engagement at the CXO level with business and technology decision makers. You will help customers evaluate their…
Added 22 mins ago
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HS&E Advisor, ICI Construction
Ledcor
Mississauga, ON · Pickering, ON
- Full-time
As a HS&E Advisor, you will play a vital role in supporting and advancing health, safety, and environmental excellence across Ledcor Construction operations. Reporting to the HS&E…
Added 22 mins ago
Strategic Business Partnering Operations Manager
Pembina Pipeline Corporation
Calgary, AB
The Manager translates business priorities into practical people strategies and ensures consistent, high-quality HR support across the portfolio in collaboration with other HR Strategic…

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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