533 Alliance Management jobs in Canada

Job Description

Salary:

PORTFOLIO MANAGER, Successful Investor Wealth Management Inc.

We are an established wealth management and investment publishing firm with 25+ years experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing. Successful Investor Wealth Management (SIWM) is currently seeking a Portfolio Manager who specializes in Client Relationship Management.

We are transforming our business and experiencing significant growth and as a result SIWM is looking for an investment professional with strong relationship management skills who will provide high quality service to clients and contribute to the continued growth of the organization.

With the objective of growing and diversifying the client base, the ideal candidate will have a solid understanding of capital markets and be able to articulate SIWMs investment process and philosophy. Conducting a thorough assessment of each clients goals, objectives, and risk tolerance from which an appropriate investment strategy is developed is key to the role. As the organization puts more emphasis on value-added services such as retirement planning, tax and family financial planning, a high level of comfort with these value-added services will be important.

To achieve the above-mentioned goals, the candidate will be the primary point of contact on most portfolios. The selected candidate will have excellent interpersonal skills that will allow quick building of strong bonds of trust with SIWMs private clientele. The candidate will be self-sustaining, self-sufficient, and proactive but at the same time a team player able to evolve in a collegial environment and foster collaboration.

KEY RESPONSIBILITIES

• Develop a relationship of trust with existing and future clients of SIWM and be their primary point of contact.
• Manage, maintain, and enhance SIWMs relationships with its clients.
• Thoroughly assess each clients unique circumstances, goals, objectives, risk tolerances and constraint.
• Effectively communicate SIWMs investment philosophy and strategy as well as understanding and articulating our investment thesis on a sector and individual security basis.
• Coordinate and oversee the administrative aspects of the client relationship and ensure high quality and accuracy of information.
• Responsible for Know Your Client and suitability issues.
• Conduct all activities within a best-in-class culture of compliance and service.
• Seek opportunities to cross-sell or upsell to existing clients.
• Grow the business by identifying new sales and business development opportunities.
• Monitor and assess the activities of our competitors to proactively satisfy and retain our clients.
• Provide excellent service to maintain a positive reputation for the business.
• Resolve any client complaints promptly and professionally.
• Communicate with clients who express a desire to transfer their assets out to understand their reasons and make every effort to retain their valued business.
• Participate in and contribute to SIWMs overall growth and strategic vision as well as building the firm brand.
• Accomplish department objectives.
• Planning and evaluating department activities.
• Manage daily operations of a small customer service team.

REQUIREMENTS (Qualifications, Experience & Skills)

• University Degree.
• Completion of the Canadian Securities Course required.
• Registered with Securities Commissions as a Portfolio Manager (Advising Representative); CFA preferred.
• Experience with suitability determinations for clients and know-your-product analysis.
• 5 years experience with at least 3 years in a client-facing role.
• The Certified Financial Planner designation or similar credentials would be an asset.
• Ability to build, foster and maintain positive professional relationships.
• Devotion to high-quality customer service.
• A team player with excellent communication skills, computer proficiency and high level of professionalism.
• Be able to meet targets and handle a high-pressure environment.
• Strong relationship management skills.
• Excellent influencing skills.

Located near Yonge St. and Sheppard Ave. in North York, Toronto. We are seeking a dynamic and adaptable team member who can thrive in a fast-paced work environment to achieve our goals.

Pre-employment work references, credit and criminal background checks are required.

Successful Investor Wealth Management Inc. welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Job Description

Company Description

MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1 trillion in client assets under administration, we offer fund administration, banking, payments, fund financing, foreign exchange overlay, corporate and regulatory services, custody, business consulting, and more. Operating from 17 locations worldwide, we help clients mitigate risk, enhance efficiency, and navigate the operational complexities of today’s investment management landscape. As a division of Mitsubishi UFJ Financial Group (MUFG), one of the world’s largest financial institutions with approximately $3 trillion in assets, we combine deep expertise with the strength and stability of a leading financial institution. To learn more, visit us at

#LI-Hybrid

You Will:

• Develop relationships with key decision makers and operations staff at our clients.
• Manage client relationships and act as escalation point for all client queries
• Own and manage incidents/errors end to end in a timely manner.
• Maintain a high level of client satisfaction and retention.
• Management and oversight of client specific SLA’s and KPI adherence by operations teams.
• Host monthly service calls with clients with our SLA and KPI data.
• Participate in client DDQ’s and oversight of periodic due diligence visits.
• Determine RAG rating for clients. Escalation to internal senior management where appropriate.
• Oversee and review client profitability and ownership of client account strategy to drive future growth.
• Manage client profitability through workforce planning with operations teams and adherence to common operating model.
• Explore cross-sale opportunities where applicable. Actively participate in RFPs or other business development opportunities as required.
• Ownership of commercial conversations with our clients. Initial point of contact for new product launches and services.
• Participate in global projects to improve client related initiatives or projects with the operational teams.

#LI-Hybrid

You Have:

• Third Level Qualification (degree or higher) in a relevant field.
• At least 10 years' experience working in the fund administration or asset management industry with experience managing client relationships. Providing high quality service and understanding client needs. This can include other administrators, investment managers or fund auditors.
• Demonstrate leadership and the ability to effectively manage a team of accounting professionals.
• Excellent business acumen through a strong understanding of the fund administration business and the drivers of profitability and success.
• Exceptional client service and the ability to satisfy the requirements of a complex and demanding client base. The ability to service these clients while maintaining the interests and health of the organization is critical.
• Strong computer skills with strengths in Microsoft Office products.
• In-depth understanding of fund administration industry. This includes various fund structures, fee calculations, financial instruments and fund offering documentation review.
• Demonstrate a high level of problem solving and innovative thinking in order to develop solutions to complex problems.
• Experience with fund administration software such as Geneva, Investran, Yardi and Mantra would be beneficial but not necessary.

What’s in it for you to join MUFG Investor Services?  

Take a look at our careers site and you’ll find everything you’d expect from a career with the fastest-growing business at one of the world’s largest financial groups. Now take another look. Because it’s how we defy expectations that really defines us. You’ll feel that difference in all kinds of ways. Our vibrant CULTURE. Connected team. Love of innovation, laser client focus, and next-level LEARNING & DEVELOPMENT. Oh, and we really walk the talk when it comes to HYBRID WORKING.    

So, why settle for the ordinary? Apply now for a Brilliantly Different career. 

MUFG is an equal opportunity employer.

Closing Date (MM/DD/YYY):
11/02/2025

Worker Type:
Student (Fixed Term)

Language(s) Required:
French

Term Duration (in months):
4

Salary Range: $43,860 - $52,355

Get work experience to build your resume and your career:

Join our Commercial and Small Business team, use your passion for providing extraordinary customer service to support a sales team offering financing to local agribusiness and agri-food operations. You’ll work with the team to build relationships with customers, help create sales opportunities, prepare loan documents and prospect for business growth.

What you'll do
Build and maintain relationships with customers
Partner with Relationship Managers identifying and communicating with high potential customers and prospects
Answer customer inquiries in a thorough and professional manner, creating sales opportunities
Review loan files and ensure accurate completion of documentation
Ensure ongoing, open communication with customers on assigned portfolio
Enter customer details into the lending system

What we're looking for
Team player with strong interpersonal skills who can easily build and maintain relationships
Confident communicator comfortable dealing with solicitors and financial institutions
Passion for building customer relationships and working in partnership with a team
Well-organized problem-solver who can set priorities and adapt quickly to change
Experienced multi-tasker with great customer service skills and strong technical expertise

What you'll need
Enrolment in a program for a degree in business or commerce with a focus in finance, accounting, management, or agriculture

You belong here
At FCC, we’re committed to creating an inclusive, equitable and accessible workplace - one that reflects the communities where we live, work and play. Our team is made stronger through diversity, and we’re dedicated to building a workforce that brings together a range of backgrounds, abilities and perspectives.

We encourage qualified applicants to apply, including members of these four employment equity groups:

• Indigenous Peoples
• Members of visible minority groups
• Persons with disabilities
• Women

Accessibility and accommodations
To support an inclusive and accessible candidate experience, we encourage anyone needing an adjustment or accommodation during any stage of the recruitment process to email us at: . An HR partner will respond and work with applicants who request a reasonable accommodation. Information received in relation to accommodation requests will not impact hiring decisions.

Job Description

Business Development Manager - Commercial Furniture & Walls
Winnipeg, MB
Full-Time | In-Office
Base: $65K-$0K + Uncapped Commissions + Benefits

Are you a driven sales professional with experience in commercial interiors? Do you thrive in a high-performance, team-oriented environment? We're looking for a Business Development Manager to join our Winnipeg team and take on a dynamic role selling contract furniture and architectural wall systems .
What You'll Do:

• Develop and grow new business opportunities across commercial, healthcare, and higher education sectors
• Build and maintain strong relationships with architects, designers, general contractors, end-users, and facility managers
• Manage the full sales cycle — from lead generation and client presentations to quoting and closing
• Collaborate with in-house designers, project managers, and wall/furniture specialists to deliver integrated solutions
• Stay up to date on trends and innovations in contract interiors, modular walls, and workplace design

• 3+ years of B2B sales experience (Commercial interiors, contract furniture, or construction industry experience strongly preferred)
• Knowledge of the architecture & design (A&D) community is a big asset
• Strong presentation, negotiation, and relationship-building skills
• Self-starter with a team-first mindset — our culture thrives on collaboration
• Willingness to travel occasionally for client visits and industry events

• Base salary of $65, 00 - 100,000 depending on experience
• Uncapped commission structure - earn based on your performance
• Full benefits package (health, dental, etc.)
• Tight-knit, supportive team culture with room to grow
• Paid vacation, personal days, and mileage reimbursement for travel

Job Description

Salary:

Hello and welcome to Design Works Engineering!

We are a multi-discipline engineering firm inclusive of civil engineering, structural engineering, mechanical engineering, electrical engineering, energy modelling, and fire protection design. We are one of the fastest growing engineering firms in the nation for a reason: our diverse staff all share the same vision create great projects, and even better relationships.

Our team is a group of creative professionals from all walks of life, and we want to hear from you!

The position:

We are actively seeking a dynamic and results-driven Business Development professional to join our team. The ideal candidate will have a passion for building strong relationships, identifying new opportunities, and driving growth within the engineering sector.

This is an on-site position working out of our office located in Calgary, AB.

Responsibilities:

• Identify and pursue new business opportunities in various markets, including residential, commercial, and industrial sectors.
• Develop and maintain relationships with key clients, industry partners, and stakeholders.
• Generate leads and manage the sales pipeline to meet revenue and growth targets.
• Research market trends, competitor offerings, and potential client needs to inform strategic decisions.
• Prepare and present proposals, business development reports, and project bids.
• Collaborate with internal teams to ensure client needs are met and projects are executed smoothly.
• Attend industry events, networking opportunities, and conferences to promote Design Works Engineering.
• Contribute to the development of marketing strategies and promotional materials.
• Assist in contract negotiations and closing deals.
• Regularly review targets and performance with management to evaluate progress and ensure alignment with business goals.
  
  

What you bring?

• Bachelors degree in Business, Marketing, Engineering, or a related field.
• Minimum 5 years of experience in business development, sales, or a similar role within the engineering sector.
• Proven track record of driving business growth and achieving sales targets.
• Strong communication, negotiation, and interpersonal skills.
• Ability to build and maintain long-term professional relationships.
• Analytical mindset with a strategic approach to market trends and business opportunities.
• Ability to work independently and as part of a collaborative team.
• Proficiency in CRM software, Microsoft Office, and other business tools.
• Willingness to travel as required to meet with clients and attend industry events.
  
  

Who You Are:

• You are fluent in English with strong written and verbal communication.
• You are comfortable multi-tasking and prioritizing tasks without supervision.
• You are a natural self-starter with the ability to meet tight deadlines.
• You collaborate effectively with colleagues from various disciplines.
• You understand the importance of providing a high level of customer service to all clients and stakeholders.
• You thrive in a fast-paced environment where you welcome challenges rather than shy away from them.
• You want to be a part of a supportive team who works hard and has fun!
  
  

At Design Works Engineering, we offer more than just a job; we offer a career. Supporting our team members to reach their full potential is at the heart of our business, which in turn delivers superior value to our clients on each of our building projects.

Design Works Engineering is an equal-opportunity employer. If you feel as though you are the right fit for this position, please apply in confidence. If you require any accommodation in the recruitment process, please let us know.

Qualified candidates will be contacted directly by Design Works Engineering for further discussion.

Job Description

Who we are

We are strong, nimble, and growing! EB Horsman & Son is proud to be a fifth generation family owned, successful Western Canadian electrical distributor with 20+ locations throughout BC, Alberta, and Saskatchewan, consistently recognized as one of Canada's Best-Managed companies. We take pride in living our core values and carrying out our mission statement of helping our communities thrive since the 1900s. At E.B. Horsman & Son, we’re committed to a workplace where everyone belongs. If you’re qualified, we’d like to hear from you.

What we offer

• Birthday off
• Health, dental, and employee assistance program benefits
• Annual profit-sharing
• Employee share ownership program (ESOP)
• RRSP matching after 1 year of employment
• Access to EBH University for personal & professional growth

Onsite work location

This role will be onsite, based out of the Calgary Branch #104, th Street SE, Calgary, AB T2C 5T4.

About the Role:
As a Process Instrumentation, Automation, and Controls Business Developer , you will promote our Process Instrumentation, Automation, and Control products to our current customers and propose solutions to new customers. You’ll engage with end users, OEMs, system integrators, consulting engineers, and our branch network to ensure that our Process Automation product solutions are well represented and supported.

What to expect in the role

• Sales Growth: Develop and execute strategic sales plans for new and existing customers. Build and maintain relationships with key decision-makers to drive sales of technical products.
• Customer Service: Provide exceptional support, identify customer needs, and ensure positive experiences. Facilitate communication between customers and suppliers and offer technical support.
• Quotations: Assist in determining technical specifications, preparing quotations, and following up on opportunities.
• Internal Relations: Support branch sales teams with technical expertise and conduct joint sales calls. Collaborate with Technical Inside Sales for accurate pricing and product data.
• Training: Create and deliver training materials and sessions for customers and internal teams. Coordinate technical supplier training for branch staff.
• Quality Control: Take action to prevent quality issues, document problems, and ensure high standards are maintained.

Ideal candidate profile

• Diploma or degree in a related field.
• 2+ years of experience in the technical industry (Process Instrumentation, Automation, and Control).
• 3+ years in a technical outside sales role.
• Proficiency in MS Office Suite and cloud-based platforms like Teams and CRM systems.
• Strong verbal and written communication skills, including delivering presentations.
• Proven ability to build strategic partnerships and respect cultural diversity.
• Reliable transportation is required.

Our Core Values: Celebrating the Past, Empowering the Future

Teamwork l Integrity l Continuous Improvement l Resilience l Empowered

We thank all applicants for their interest. Only those living in Canada with permanent work authorization will be considered. Please note only candidates selected for an interview will be contacted.