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Added 13 mins ago
PR
Project Manager, Development&Origination
Potentia Renewables Inc.
ON
- $100,000 to $130,000 CAD / year
- Full-time
As part of Potentia’s Growth team, the Project Manager reports to Julia Cushing, Director, Development & Origination, and has no direct reports.
Added 13 mins ago
TO
Casual Labourer, Arena Operations
TOWN OF DEVON
Devon, AB
- $21.96 to $26.23 CAD / hour
Support seasonal facility start-up and shutdown activities.
Added 13 mins ago
S
Client Experience Manager
sephora.com
Edmonton, AB
- Full-time
…their teams. Manage the interviewing/hiring process for all direct reports. Support the store’s hiring needs as needed. Utilize the My Sephora Career (MSC) system as needed to source,…
Added 27 mins ago
HC
Civil Foreperson & Superintendent
Hazelwood Construction Services Inc.
Nanaimo, BC
- Full-time
As part of The Hazelwood Group, we’re proud to exceed client expectations through professional execution, top-tier craftsmanship, and on-time, on-budget delivery.
Added 27 mins ago
BT
Senior Accountant - Cross Border Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
Be part of something bigger. Build with us today - Now, for tomorrow.
Added 27 mins ago
BT
Senior Accountant - Cross Border Tax
Baker Tilly Canada
Toronto, ON
- Full-time
Be part of something bigger. Build with us today - Now, for tomorrow.
Added 42 mins ago
MG
Clinical Pharmacist
Michael Garron Hospital
Toronto, ON
- Full-time
Support and participate in educational programs and projects sponsored by the pharmacy discipline or hospital, specifically teaching pharmacy students and other professional staff; as well…
Added 57 mins ago
FR
Concierge
FirstService Residential Canada
Vancouver, BC
- Part-time
…competitive salaries, top-tier medical, dental, career training, and support for continued professional…
Added 57 mins ago
IH
Life Skills Support Worker | Mental Health
Interior Health Authority
Nelson, BC
- Internship
We are currently seeking a relief part time (0.89 FTE) Life Skills Support Worker to join our Mental Health team at McKim Cottage in Nelson, B.C. This relief position is until September 27,…
Added 57 mins ago
TH
Contractor Sales Part Time - WOODSTOCK
The Home Depot Canada
Woodstock, ON
- Part-time
…relationships and selling products to industrial, commercial and other professional customers. Key responsibilities for this position include providing outstanding service to customers…
Added 1 hour ago
SB
Ski Technician
Ski Butlers
The Blue Mountains, ON
- Part-time
Terms: Seasonal, full- and part-time roles available
Added 1 hour ago
TS
Store Associate
The Salvation Army in Canada
Sherwood Park, AB
- Part-time
…necessities such as food, clothing and shelter. In addition, we support people experiencing unemployment, addiction and family challenges. We continually adapt and innovate to meet emerging…
Added 1 hour ago
RM
Infection Control Practitioner
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Temporary
The Department of Infection Prevention & Control is currently seeking a Temporary Part-Time Infection Control Practitioner Nurse to join their team.
Added 1 hour ago
VC
Project Manager II - Strategy Deployment
Vancouver Coastal Health
Vancouver, BC
- $55.27 to $79.45 CAD / hour
- Full-time
Establish project teams and provide leadership, guidance and support to designated project staff. Projects may involve process improvement and work redesign, productivity review/staff…
Added 1 hour ago
A
Senior Investment Consultant
Aon
Montreal, QC
- Full-time
Would you like to be a part of an industry-leading Investment Consulting team? Do you want to help empower results for our institutional investment clients by delivering innovative and…
Added 1 hour ago
A
Market Leader - British Columbia
Aon
Vancouver, BC
- Full-time
Direct reporting into the Western Canada Executive Vice President with accountability to Solution Line leadership for Wealth, Health as well as Commercial Risk
Added 2 hours ago
AI
Production Manager - Excellence Auto Collision - Midwest
AutoCanada Inc.
Toronto, ON
- $50,000 to $65,000 CAD / year
- Full-time
(Plan, direct and control workflow within the collision centre to ensure repairs are completed on time while maximizing shop efficiency
Added 2 hours ago
B
Senior Workplace Strategist - Interior Design
BGIS
Montreal, QC
- Full-time
…business including Property Management, Project Management and Professional Services in an integrated delivery model for all…
Added 2 hours ago
FR
Security Concierge
FirstService Residential Canada
Toronto, ON
- Full-time
…we are contracted to provide services. Provide assistance/ support by answering customer inquiries and direct as…
Added 2 hours ago
SA
Office Assistant H – Stroke Program – Part Time
Sault Area Hospital
Sault Ste. Marie, ON
- Part-time
Receive and direct employees, patients and visitors.
Added 2 hours ago
SA
Patient Care Supervisor- Mental Health and Addictions- Full Time
Sault Area Hospital
Sault Ste. Marie, ON
- Full-time
…Reporting to the Patient Care Manager, you will supervise and direct the activities of daily operations for programs that fall under the Mental Health and Addictions department, ensuring…
Added 2 hours ago
PH
Medical Oncologist - BC Cancer - Prince George
Provincial Health Services Authority
Prince George, BC
- Full-time
We are looking for a Medical Oncologist to be a part of our collaborative team. Our successful applicant will use their extensive experience and qualifications to provide oncology…
Added 2 hours ago
LG
Leaf Filter Installer
LeafFilter Gutter Protection
Port Coquitlam, BC
- Full-time
Flexible schedule – Set your own work schedule, work part-time, full-time, or as needed
Added 2 hours ago
GC
Financial Controller
GS Construction
AB · Acheson, Alberta
- Full-time
…With us, you will find numerous opportunities for personal and professional development as a part of an industry leading team. Our structure ensures that every business function supports a…
Added 3 hours ago
Youth & Family Support Worker [Term Contract]
Central Vancouver Island Multicultural Society
Nanaimo, BC
The Youth & Family Support Worker plays a vital role in aiding newcomer families, children, and youth by fostering strong partnerships between home, school, and community. They provide…

UBS

Client Account Manager

Toronto, ON, Canada

Apply About employer

Applications open in a new tab.

Job details

Posting language: English
Posted: Oct 2, 2026

Original job description

Key responsibilities

Are you looking for a new challenge in a fast paced Wealth Management environment? Do you want to be part of a high performing team?

We’re looking for a Client Account Manager to:

• be the point of entry for processing client orders, e.g. stock orders, foreign exchange, loans and deposits
• be the direct contact for daily banking activities and administrative work for our clients
• manage daily client transactions and carry out inquiries and troubleshooting
• perform account maintenance tasks and client-related processes; e.g. account opening and closing, suitability reviews, initial and recurring KYC and due diligence
• research, follow-up and resolve client inquiries and problems through effective interaction with clients, and internal partners in a timely and professional manner
• identify cross-selling opportunities and discuss them with the client advisor
• support client advisors in preparing for meetings and occasionally join client meetings

The team

You’ll be working in the Toronto team. You'll play an important role in our delivery of bespoke client services and become a trusted client account manager for the wealthiest families. You’ll be part of the client coverage team and closely collaborate with client advisors. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey.

Your skills and experience

• financial services experience within a client facing team or other relevant commercial experience within the financial services industry
• bachelor’s degree or equivalent financial qualifications
• solid comprehension of financial products and solutions like deposit, banking, brokerage, custody, investment and credit products
• effective relationship management skills, able to show situational awareness and initiative to self-challenge and/or challenge others
• sound judgement and problem-solving skills with a proactive style that delivers timely results
• solid written and oral communications skills including the ability to deliver difficult messages, complex ideas and client issues with confidence
• completed CIM or CFA 1 designation is preferred
• you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Salary information

The indicative gross base salary range as a full-time equivalent role:
• Canada - Ontario min CAD 60000 - max CAD 85000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

UBS Canada is committed to providing equal employment opportunity to all applicants and employees. This applies to everything we do – hire, evaluate, promote, compensate, train and terminate. UBS Canada will reasonably accommodate applicants with disabilities who need adjustments to participate in the application, assessment or interview process. To initiate a request for an accommodation contact HR Employee Advisory by email sh-hr-asc-ame@ubs.com or phone +1 855-827-6947, option 2, option 5, option 1.

Apply About employer

More about this job

Responsibilities

The Client Account Manager acts as the primary point of contact for daily banking activities, transaction processing, and account maintenance for high-net-worth clients. They also support client advisors by preparing for meetings, identifying cross-selling opportunities, and resolving complex client inquiries.

Requirements

Candidates must have financial services experience and a bachelor's degree or equivalent financial qualifications. Proficiency in financial products and strong relationship management skills are required, with a preference for CIM or CFA 1 designations.

Skills

Financial services
Wealth management
Transaction processing
Account maintenance
KYC
Due diligence
Problem-solving
Communication skills
Financial products
Investment products
Credit products
Brokerage
AI workflow optimization

Benefits

Flexible working options
Competitive benefits

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Client Account Manager
Banking
Stock orders
Foreign exchange
Loans
Deposits
KYC
Due diligence
Account opening
Suitability reviews
Brokerage
Custody
Investment products
Credit products
CIM
CFA
AI
Workflow optimization
Relationship management
Financial services

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