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Added 3 mins ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Langford, BC
- Part-time
Internal: Store Manager, Corps Officer(s), volunteers, staff
Added 29 mins ago
RH
Creative Production Manager
Robert Half
Toronto, ON
- $100,000 to $120,000 CAD / year
- Full-time
The Production Manager leads the people and production environment responsible for executing approved client programs. This role owns capacity, allocation, production standards, operational…
Added 30 mins ago
SM
Compliance Officer
Sterling Mutuals Inc.
Windsor, ON
- Full-time
Branch Manager Course and the Mutual Fund Dealers Compliance Course
Added 32 mins ago
Account Manager - Content Distribution
Corus Entertainment
Toronto, ON
…streaming platforms and free ad-supported channels. As Account Manager, Content Distribution, you will play a key role in growing and protecting that reach. You will help expand our digital…
Added 32 mins ago
P
Business Development Manager
PSD
London, ON
- Full-time
The Business Development Manager is responsible for identifying, developing, and qualifying new business opportunities across the government technology market in Canada and the United…
Added 48 mins ago
Manager, Inventory Control
FTAI Aviation LLC
Montreal, QC
…owns the inventory control environment and runs the day-to-day relationship with the third-party distribution center. Sets priorities, dispatches tasks, holds the 3PL to standard, and is…
Added 48 mins ago
CO
Manager of Asset Management (1 vacancy)
City of Woodstock
Woodstock, ON
- Full-time
Reporting to: Manager of Municipal Infrastructure
Added 48 mins ago
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Associate Manager PT Under 20 hours
Tumi
Vancouver, BC
- Part-time
As part of our Retail team, the Associate Manager is responsible for creating a client experience that accurately reflects the ethos of our brand while building and maintaining strong…
Added 48 mins ago
T
Associate Manager PT Under 20 hours
Tumi
Edmonton, AB
- Part-time
As part of our Retail team, the Associate Manager is responsible for creating a client experience that accurately reflects the ethos of our brand while building and maintaining strong…
Added 1 hour ago
MD
State Program Administrator Manager - Data Practices Officer
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Job Class: State Program Administrator, Manager
Added 1 hour ago
MD
State Program Administrator Manager - Member Services & Counseling Manager
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Working Title: Member Services & Counseling Manager
Added 1 hour ago
P
Procurement & Supply Chain Analyst / Supply Chain Data Analyst (PSCA007)
Potenco
Canada
- Full-time
Added 1 hour ago
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Senior Business Development Manager – IT Staffing
nugget.ai
Toronto, ON
- Contract
We are looking for a highly driven Sales Director / Business Development Manager to lead business development and drive new client acquisition across the US and Canadian markets. The ideal…
Added 1 hour ago
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Business Development Manager | Toronto
Digicast
Toronto, ON
- Full-time
We are looking for a strategic, driven, relationship-focused sales professional to build and grow Digicast’s Toronto market.
Added 1 hour ago
AC
Accounts Payable Specialist (6-Month Contract)
Amphenol CTI
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Any other ad-hoc projects and assignments as required by Finance Manager/Controller.
Added 1 hour ago
GD
DYNAMITE - Seasonal Sales Associate - Halifax Shopping Centre
Groupe Dynamite, Inc Garage
Halifax, NS
- Part-time
Reporting to the Store Manager, your main focus as Seasonal Sales Associate is to provide an exceptional shopping experience to each customer, and build long term relationships with each…
Added 1 hour ago
GD
DYNAMITE - Seasonal Sales Associate - Cornwall Centre
Groupe Dynamite, Inc Garage
Regina, SK
- Part-time
Reporting to the Store Manager, your main focus as Seasonal Sales Associate is to provide an exceptional shopping experience to each customer, and build long term relationships with each…
Added 1 hour ago
GD
DYNAMITE - Seasonal Sales Associate - Quartier DIX30 (Square)
Groupe Dynamite, Inc Garage
Brossard, QC
- Part-time
Reporting to the Store Manager, your main focus as Seasonal Sales Associate is to provide an exceptional shopping experience to each customer, and build long term relationships with each…
Added 1 hour ago
A
Underwriting Assistant - Cyber/E&O
AXA
Toronto, ON
- Full-time
Customer Service: Delivers the service consistently as per the customers need, building relationship and identifying evolving needs
Added 1 hour ago
NS
Service Delivery Manager
N2P Systems
Montreal, QC
- Full-time
We are seeking an experienced Service Delivery Manager to oversee enterprise IT service delivery and Azure Cloud Infrastructure operations. The successful candidate will be responsible for…
Added 1 hour ago
N
ELECTRICAL ENGINEERING SUPERVISOR
NPAworldwide
AB · Edmonton, AB
- Full-time
Added 1 hour ago
NC
Profit Centre Manager
Noble Corporation
Collingwood, ON
- Full-time
Start a rewarding career at our Collingwood Profit Centre as a Profit Centre Manager! At Noble, we help our customers’ businesses succeed by investing in our most important asset: our…
Added 1 hour ago
Senior Program Leader - Planned Project Services
Toronto Community Housing or Toronto Seniors Housing
Toronto, ON
Responsible for community space during program hours, inclusive of reporting deficiencies to manager and securing space once program is complete.
Added 1 hour ago
Licensed Practical Nurse, Hemodialysis - Hemo Dialysis - ARHCC
Fraser Health
Abbotsford, BC
Reporting to the Manager, Clinical Operations or designate, performs, implements, plans and evaluates nursing care for their own work assignments within the competency and practice…
Added 1 hour ago
FH
Coordinator, Education, Training and Development
Fraser Health
Surrey, BC
- Full-time
Strong relationship-building and communication skills, enabling you to engage and influence learners, leaders, and stakeholders at all levels.

Infotree Global Solutions

Investment Advisor

Toronto, ON, Canada

Contract

Apply About employer

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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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