Jobs in Canada

25+ jobs

Group jobs by employerEmail me new jobs Save this search

Added 4 mins ago
SM
RQ11884 – Project Manager/Leader – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Work Arrangement: Onsite – 5 Days per Week
Added 4 mins ago
SM
RQ11724 – Project Manager/Leader – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Work Arrangement: Onsite – 5 Days per Week · Work Arrangement: Onsite – 5 days per week
Added 4 mins ago
SM
RQ00838 – Solution Architect – CRM – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Hours: 7.25 hours per day, 5 days per week
Added 20 mins ago
AC
Gestionnaire Principal De Programme, Transformation Des Contrôles Internes
Aston Carter
Montreal, QC
- $125 to $150 CAD / hour
- Contract
Rôle hybride basé à Montréal, avec 2 jours par semaine au bureau · Hybrid role based in Montreal, with 2 days per week in office
Added 1 hour ago
TF
Program Manager
Toronto Foundation for Student Success
Toronto, ON
- $85,000 to $90,000 CAD / year
- Full-time
Must have a valid driver’s license and access to a reliable vehicle for work
Added 1 hour ago
A
District Manager, (HUNTER) Majors Accounts
ADP
Calgary, AB
- Other
ADP is hiring a Senior Sales Representative, Core Major Accounts (Hunter)
Added 1 hour ago
C
Senior Corporate Account Executive - Vancouver
ClassPass
Canada
- Full-time
Build trusted relationships and influence stakeholders, including senior-level decision-makers
Added 1 hour ago
A
Release Project Manager / Technical PM
Affinity
BC · British Columbia, Canada
- Contract
On behalf of our public sector client, Affinity is seeking a Release Project Manager / Technical PM. The successful candidate will oversee release coordination across LABC’s application…
Added 2 hours ago
ND
Paid Media Strategist
NP Digital
Toronto, ON · Greater Toronto Area, Canada
- $80,000 to $90,000 CAD / year
- Full-time
Applicants must reside and be authorized to work in Canada
Added 2 hours ago
CÉ
Directeur·trice, Ventes et Opérations des magasins-Director, Sales and Store Operations
Corbeil Électroménagers
Laval, QC
- Full-time
…réseau de magasins de Groupe Amiel/Corbeil, et supervise le service Construction et installations. Leader terrain et stratégique à la fois, cette personne traduit les objectifs d’affaires…
Added 2 hours ago
BV
Business Development Manager - Environmental Services
Bureau Veritas
Vancouver, BC
- Full-time
The Senior Business Development Manager is responsible for driving profitable revenue growth and strengthening Bureau Veritas’ presence across British Columbia’s environmental testing, site…
Added 3 hours ago
F
Key Account Manager
Flexiti
Toronto, ON · East York, ON
- Full-time
This position sits within Flexiti Financial Inc., part of Questrade Financial Group, in Operations - Client Management.This position reports to the Senior Manager, Account Management and…
Added 3 hours ago
AR
Branch Manager
ARS Responds Canada
Ottawa, ON
- $110,000 to $130,000 CAD / year
- Full-time
If you are ready to take on a dynamic role as Branch Manager in a company that values expertise, leadership, and client satisfaction, we want to hear from you!
Added 3 hours ago
BC
Director, Client Enablement Analytics
BMO Capital Markets
Toronto, ON
- Part-time
The Client Enablement team is responsible for onboarding new clients and enabling them to successfully transact quickly and accurately, with high-touch service both internally and…
Added 3 hours ago
C&
Senior Immigration Case Manager | Client Experience + Transformation
Caron & Partners LLP
Calgary, AB
- Full-time
Support cross-border matters, working across jurisdictions, external counsel, service providers and stakeholders
Added 3 hours ago
T
Senior Project Manager - Energy & Utilities Infrastructure (Contract)
Tiree
Kingston, ON
- Contract
Senior Project Manager – Energy & Utilities Infrastructure
Added 3 hours ago
SW
ScotiaMcLeod Branch Manager - Hamilton
Scotia Wealth Management
Hamilton, ON
- Full-time
The ScotiaMcLeod Branch Manager is responsible for the development and achievement of defined business priorities for the Branch through the profitable delivery of superior client service…
Added 3 hours ago
K
Controller, Family Office
KPMG
Vancouver, BC
- Full-time
Our Family Office practice is growing, and we are seeking a Senior Manager who will play a key role in delivering high-touch service to our family office clients. The successful candidate…
Added 3 hours ago
NH
Home Manager - NH Calgary
Nisa Helpline
Calgary, AB
- Full-time
As Home Manager, you manage relationships with all stakeholders including clients, community partners, donors, staff, management, and senior leaders to champion the mission and vision of…
Added 3 hours ago
PS
Security Field Manager
Paladin Security Group Ltd
AB · Edmonton, AB
- $22 to $25 CAD / hour
- Full-time
This role oversees field operations, ensuring high standards of safety, service quality, and operational reliability for our client account after regular business hours.
Added 3 hours ago
T
AVP of Fraud Risk - Governance, Policy and Reporting
TD
Toronto, ON
- Full-time
Partners with senior management and oversight leads on the reporting and presentation of fraud, insider and conduct risk, trends and key developments to the board, regulators and other key…
Added 3 hours ago
T
Associate Vice President, Risk Management, Corporate Actuarial, TD Insurance
TD
Montreal, QC
- Full-time
Le service d’actuariat corporatif de TD Assurance, Assurance générale, est responsable de l’évaluation du passif des polices conformément à l’énoncé d’appétit pour le risque de TD…
Added 4 hours ago
B
Senior Relationship Manager
BMO
Mont-Royal, QC
- Full-time
As a Senior Relationship Manager, you'll serve as the primary relationship lead for a portfolio of commercial clients with annual revenues typically ranging from $10 million to $40 million.…
Added 4 hours ago
TM
Senior Manager, Skills Development Programs
Toronto Metropolitan University
Toronto, ON
- Temporary
We’re looking for an innovative and strategic Senior Manager, Skills Development Programs, to join and drive the development, management, and implementation of cybersecurity training…
Added 4 hours ago
AC
External Financial Reporting Manager
Aston Carter
Toronto, ON
- $55 to $70 CAD / hour
- Full-time
…week. The team consists of a Director of External Reporting, a Manager of External Reporting currently on leave, and a senior Financial Analyst reporting into this…

Morningstar

Bilingual Customer Success Manager

Toronto, ON, Canada

Full-time

Apply on morningstar.wd5.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Job type: Full-time
Experience: 5+ years of experience in Customer Success, Account Management, Relationship Management, Consulting, or a client-facing role.
Posting language: English
Posted: Oct 30, 2026

Original job description

The Role:

In this role, you will provide world-class support and service to our institutional data and software clients, as well as independent advisors. You will develop a deep understanding of how clients use our solutions to achieve their business objectives, drive retention, and partner with Sales to identify growth opportunities. You will also collaborate closely with cross-functional teams, including Sales, Product, Support, and Implementation, to advocate for client needs, resolve challenges, and deliver a seamless client experience. We are seeking a bilingual professional fluent in both English and French, as this role requires supporting clients across both languages. The Bilingual Customer Success Manager combines deep knowledge of Morningstar's Advisor Software, Licensed Data, and AI-powered solutions with strong investment expertise, technical proficiency, and business acumen to help clients maximize the value of our products, services, and emerging technologies.

This position is based in Toronto, Ontario, and includes occasional travel to meet with clients and support strategic initiatives.

Responsibilities

Build and maintain trusted relationships with enterprise clients and independent advisors, developing a deep understanding of their business objectives, workflows, challenges, and success criteria to drive customer retention and long-term success.
Develop and execute strategic account plans, proactively monitoring client health and risks, coordinating cross-functional teams, driving value-added activities, and identifying growth opportunities to ensure successful client outcomes and seamless experiences.
Lead proactive client engagement through regular touchpoints, business reviews, and strategic discussions that drive product adoption, value realization, and long-term retention.
Demonstrate strong knowledge of products, industry trends, and client workflows to provide consultative guidance, uncover opportunities, and position solutions that support client goals
Lead client training and enablement efforts by delivering tailored onboarding, training sessions, and best-practice guidance to drive user adoption, and long-term success.
Identify and influence expansion opportunities through meaningful client discovery, utilization analysis, and collaboration with Sales and Product teams to drive business growth and increased customer value.
Act as the voice of the customer by identifying client needs, escalating issues when necessary, providing feedback to internal stakeholders, and advocating for solutions that improve client outcomes.

Requirements

Bachelor’s degree in Business, Finance, Economics, or a related field
5+ years of experience in Customer Success, Account Management, Relationship Management, Consulting, or a client-facing role.
Must be bilingual in English and French.
Experience supporting financial services clients and technology solutions, including financial software platforms, APIs, market data, and data feeds, is highly desirable.
Proven ability to build trusted relationships and influence stakeholders at all levels, including senior leaders and decision-makers.
Ability to manage multiple client relationships, priorities, and initiatives in a fast-paced environment, demonstrating adaptability and resilience in the face of change.
Excellent communication, presentation, and facilitation skills with the ability to simplify complex concepts.
Proactive, strategic, and analytical thinker with a collaborative approach to problem-solving.
Strong technical and consultative skills with the ability to drive client adoption and business value.
Curiosity and willingness to embrace emerging technologies, including AI, with the ability to quickly learn new tools and apply them to improve client experiences, internal efficiencies, and business outcomes.

If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.

100_MstarResCanad Morningstar Research, Inc. (Canada) Legal Entity

Apply on morningstar.wd5.myworkdayjobs.com About employer

More about this job

Responsibilities

The Customer Success Manager will build and maintain trusted relationships with enterprise clients and independent advisors to drive retention and long-term success. They will lead proactive client engagement, deliver tailored training, and collaborate with cross-functional teams to identify growth opportunities and resolve client challenges.

Requirements

Candidates must have a bachelor's degree in a relevant field and at least 5 years of experience in customer success or account management. Proficiency in both English and French is mandatory, along with strong knowledge of financial services and technical software platforms.

Skills

Customer Success
Account Management
Relationship Management
Financial Services
Software Solutions
Data Analysis
Strategic Planning
Client Engagement
Bilingual
Technical Proficiency
Consultative Selling
Presentation Skills
Problem Solving
AI-powered solutions
Market Data

Benefits

Hybrid work environment
Professional development resources

Visa sponsorship

Not detected in the job text

Keywords

Customer Success Manager
Financial Services
Software
Data Feeds
APIs
Market Data
Account Management
Relationship Management
Consulting
Client-facing
Bilingual
AI
Strategic Account Planning
Retention
Onboarding
Business Acumen
Investment Expertise
Technical Proficiency
Stakeholder Management
Workflow Optimization

Report this job

Work requirements

Jobs in Canada