79 Client Advisory jobs in Canada

Client Relationship Associate

Montréal, Quebec Henley & Partners - The Firm of Global Citizens®

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Joining Henley & Partners
 

As the leading global citizenship and residency advisory firm for over two decades, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning.
 

Why choose Henley & Partners?  Here's what sets us apart:
 

  • Global Impact: Join a company that makes a tangible difference in people's lives. Our work enables individuals and families to broaden their horizons, access new opportunities, and secure a brighter future through alternative citizenship and residency options.
  • Cutting-Edge Expertise: Be part of a team of industry pioneers and experts who are at the forefront of the investment migration field. We provide innovative solutions and leverage our extensive network of international partners to deliver exceptional service to our clients.
  • Dynamic and Diverse Culture: Immerse yourself in a truly global environment. With more than 40 offices spanning across continents, we foster a multicultural and inclusive workplace where ideas are valued, collaboration thrives, and personal growth is encouraged.
  • Continuous Learning: We believe in investing in our employees' professional development. At Henley & Partners, you'll have access to ongoing learning opportunities, training programs, and industry conferences that will enhance your skills and expand your knowledge.
  • Impactful Projects: Join us in working on high-profile projects that shape the future of investment migration. From advising governments on citizenship-by-investment programs to assisting high-net-worth individuals in achieving their global mobility goals, your work will have a direct impact on our clients and the industry.
  • Work-Life Balance: We recognize the importance of maintaining a healthy work-life balance. Enjoy flexible working arrangements and benefits that support your well-being, ensuring that you can thrive both personally and professionally.
 

.but that's enough about us, let's talk about you!


The Client Relationship Associate  is responsible for answering inquiries from potential clients professionally about all investor programs and services that the firm offers. They support the firm's client advisors by scheduling calls and meetings with potential clients and assisting with administrative tasks. The Client Relationship Associate stays in regular contact with all potential clients with the aim of signing client agreements.


Responsibilities
 

  • The role requires expertise across the entire residence and citizenship program portfolio offered by Henley & Partners, as well as, the ability to be able to support other ancillary requirements when needed.
  • Provide client prospects with information on residency and citizenship planning to ensure their questions are addressed.
  • Collect documents from prospects required for due diligence checks and onboarding.
  • Serve as the primary client contact and advocate for day-to-day activities necessary for the on-boarding of the client.
  • Prepare client service agreements.
  • Deliver world-class, industry-leading customer service to new and existing clients.
  • Keep detailed notes on prospect and client interactions with full and effective use of the CRM system.
  • Mentor junior members of the team.


Essential skills

  • 3+ years of experience in Account Management within investments, insurance, private banks or wealth management.
  • Proficient in the English language. Additional languages will be considered an asset.
  • Bachelor's degree in business, marketing, economics, or related discipline.
  • Exceptional organizational skills.
  • Superior written and verbal communication skills.
  • Excellent negotiation and persuasion skills ensuring diplomacy at all times.
  • Ability to work independently and within a team environment, with focus and excellent attention to detail.
  • Proficient in Microsoft Word, Excel, PowerPoint, and CRM.
  • Knowledge and experience in the immigration by investment industry will be considered an advantage.


Join our team and be part of an organization that values innovation, fosters collaboration, and believes in the potential of its employees. We offer competitive compensation, comprehensive benefits, and a dynamic work environment that encourages growth and personal development. If you are seeking a challenging yet rewarding opportunity where your ideas can make a real impact, we invite you to apply today.


At Henley & Partners, we are committed to creating a diverse and inclusive workplace that values and respects all individuals. We welcome applicants from all backgrounds and identities and encourage candidates who bring a unique perspective to apply. We believe that our differences make us stronger and that diversity is essential to our success. We strive to create a culture where everyone feels included, heard, and valued, regardless of their race, ethnicity, gender, sexual orientation, age, religion, ability, or any other characteristic.

We value your privacy and are committed to protecting your personal information. By applying to this vacancy, you confirm that you have read, understood, and agree to abide by our privacy policies. For more details about our Privacy Policy please visit: -policy

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Manager, Client Relationship Manager

Edmonton, Alberta VC3

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Description

Leveraging our standard technologies and process, coupled with our people and corporate structure, we deliver a unique end result for our clients.  Our clients will experience increased employee productivity, predictability in capital and operating expenditures, reduced downtime and risk, improved employee morale, reduced lost revenue and enhanced business agility.

The Manager, Client Relationship Managers must be able to deliver effective leadership, strategy, follow-up and direction that aligns with the overall goals of the organization.

The Manager, Client Relationship Managers will work directly with the client team and VC3’s technical teams to ensure the smooth and successful delivery of technical services – service desk, project work, proactive maintenance, procurement, training, and ongoing support.  

To deliver an exceptional result, you will need to stay abreast across service delivery, technology upgrade cycles, and project schedules as well as current and future client needs.  We are a data driven company and analysis for decision making and overall strategy is ongoing.  

Culture is an integral part of working at VC3. Our company values represent the most important values, the ones we live by: 

Passionately Curious

We challenge the status quo seek continual improvement and are constantly learning.

Go Beyond

We show our care through positively impacting others through our actions properly communicating expectations, and executing them consistently

Serve as One

Together we are greater than the sum of our individuals, and that teamwork is essential to success

Own It

We have the courage to do what’s right, resolve to take responsibility, and the grit to cross the finish line

Our Noble Promise - “Developing Growth Minded People” – This is the driving force behind our values and why we do what we do.


Key Responsibilities
  • Perform staff reviews, coaching, performance accountability, manage headcount, hiring and overall HR management for your team.  
  • Build a culture of continuous improvement via feedback, coaching and staff development.
  • Ensure team members lead regular check-in meetings with the client, covering client satisfaction, issue trending, ongoing/upcoming projects, system performance, change management, and potential technical improvements.
  • Assist team with development and delivery of high value client reporting and communication.
  • Train your team on managing day to day client requests, such as invoice questions, client concerns, and escalations.
  • Help your team understand the planning, schedule, scope, and budget cycles for project implementations.  
  • Coach team to understand their client Roadmaps, Budgets, and Annual Planning, so that we can help clients achieve technology objectives and meet required standards by obtaining the correct technical solutions.
  • Facilitate communication, cooperation, and continual improvement with other departments to ensure we provide an exceptional client experience.
  • Work with the team to ensure accurate and timely submission and payment of invoices.
  • Ensure that workflows and procedures are being followed.  
  • Ensure objectives are clear, that progress is tracked, and that results are reviewed; instill a culture of high performance.
  • Ensure quality administrative results from your team.  For example, real-time time entry, timely submission of timesheets and expenses, frequent and business appropriate client communications, and overall professionalism 
  • Act as an escalation point for critical client issues, communicate and manage communication with clients and internally as required.
  • Proactive issue trending and data reporting for the improvement of key metrics.
  • Communicate with all parties in a constructive manner to guarantee client expectations are met.
  • Responsible for the scheduling, time and utilization management of team members.  
  • Leading and managing business initiative planning that may include business cases, data & financial analysis, risk assessments, cost/benefit analysis, and feasibility studies.
  • Develop, implement, and effectively maintain processes, standards, guidelines and procedures within the department. Ensure this documentation is followed by all and is posted in an area accessible to team members and other departments that may need it.
  • Take ownership of major incidents, ensuring coordination of resolving parties, effective communication to stakeholders, and post incident reviews.  
  • Liaise with internal and external resources to provide detailed analysis of the operations and opportunities for improvement to meet SLA's and internal efficiencies.
  • Maintain a deep knowledge of technology products and services applicable to the client base, including hardware, software and VC3 services.


Additional Responsibilities:

  • Build relationships with clients and team members and serve as a trusted point of contact.
  • Provide timely responses and guidance to client and internal requests.
  • Maintain accurate and up to date documentation.
  • Maintain accurate and real time up to date timesheets.
  • Attend, present training & lead team meetings as required.
  • Assist CRMs with continuous improvement initiatives.
  • Be a leader within the company, attending staff events, participating in meetings, encouraging a positive morale and holding all employees accountable.  Set the example to follow for client service

Skills, Knowledge & Expertise
  • Relationship Building: Must demonstrate the ability to build and manage relationships with clients (internal and external) through consistent and proactive communications.  This is most effective by acting responsive and being reliable to client needs.
  • Collaboration: You will need to network throughout the organization to pull in the appropriate resources to address the customer’s needs throughout their lifecycle.
  • Business Analysis:  You must be able to identify and assess a client’s business goals, needs and perceptions. By performing analysis on that information and working with various teams within VC3, this information is transformed in to winning solutions for the client.
  • Data Analysis:  You must have the necessary experience and knowledge in order to assess the internal performance. These metrics will include analysis of Key Performance Indicators that define client use, like costs, risks and profit. The ability to assess a client’s use of VC3 services is also key in identifying long running issues or trends. 
  • 3 years + technical experience is required.
  • 3 years + in progressively responsible Management roles.
  • ITIL Foundations certification is required, ITIL Practitioner or above desired, Microsoft MCP or above required, equivalents i.e. CIPS ISP, ITCP or Management Diploma.
  • Strong organizational, time management, presentation and customer service skills.
  • The ability to prioritize multiple issues or initiatives simultaneously is expected.

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Client Relationship Executive - Bilingual (70313758)

Toronto, Ontario Sodexo Canada Ltd

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Salary Range: $120,000-135,000 CAD

Grow your career with a company that shares your passion!
Sodexo is seeking a strategic leader to join us as our next Client Relationship Executive.  This role is open to candidates across Canada.

At Sodexo, our purpose is to create a better everyday for everyone to build a better life for all. As the global leader in services that improve the Quality of Life, we operate in 55 countries, serving over 100 million consumers each day through our unique combination of On-Site Food and FM Services, Benefits & Rewards Services and Personal & Home Services.

Job Description

The Client Relationship Executive  is responsible for championing and leading the adoption of the Clients for Life (CFL) retention process within their assigned segment(s), with a focus on protecting top identified contracts. This role plays a critical part in developing and executing annual retention plans. The Client Relationship Executive will report regularly on key retention activities, identify common client themes and risks, and ensure best practices are embedded throughout the key account management lifecycle. This individual will support operational teams with relevant insights and training, engage with senior leadership to manage client risk and growth opportunities, and actively participate in the global Client Retention community to bring strategic learnings back into the assigned geography.

How You'll Make an Impact:

  • Ensure all Clients for Life activities are completed or planned for top accounts, playing a key facilitation role in contract renewals through alignment on activity, stakeholder mapping, and account planning.

  • Lead the execution of FreshEyes Reviews for top accounts to proactively identify risks and opportunities.

  • Provide monthly reporting to leadership on retention activities, key risks, and emerging trends.

  • Participate in Quarterly Business Reviews to deliver client retention updates and strategic insights.

  • Drive and manage critical retention KPIs, including:

    • Retention Rate

    • Client NPS & Consumer Satisfaction Scores

    • “Magic 9” Leading Indicators for Top 200+ accounts

    • 100% training completion for new leaders and operators

    • 100% of contracts ending within 24 months included in the renewal pipeline

  • Facilitate Annual Expectation Meetings for high-complexity accounts to ensure alignment and client satisfaction.

  • Support onboarding and upskilling of new operations team members on retention tools and best practices.

  • Partner with operations teams to strengthen account management capabilities and proactively identify and mitigate client retention risks.

Qualifications

What You'll Need to Succeed:

  • Post-secondary education in Business, Marketing, or a related field; Bachelor’s degree required , MBA or equivalent preferred

  • Minimum 8 years of experience in senior client relationship, retention, or client-facing roles within a large, complex organization

  • Proven success in managing complex, multi-account portfolios and implementing account strategies that drive operational excellence and measurable client outcomes

  • Strong ability to articulate value propositions to both senior leadership and operational stakeholders

  • Minimum 5 years of operational experience , with a strong commercial background required

  • Proficiency in CRM systems (e.g., SoForce) to manage, track, and report on client retention initiatives

  • Strong analytical and data interpretation skills , with the ability to present insights in a clear and compelling manner to support strategic decision-making

  • Demonstrated ability to work cross-functionally, influence stakeholders, and lead through change in a matrixed environment

  • Bilingual proficiency required (written and verbal)



Additional Information

What Makes Sodexo Different :  

Working with Sodexo is more than a job; it’s a chance to be part of something greater because we believe our everyday actions have a big impact. You belong  in a company that allows you to act  with purpose and thrive  in your own way. In addition, we offer:

  • Flexible work environment  
  • Competitive compensation & great employee benefits 
  • Training and development programs  
  • Countless opportunities for growth  
  • Corporate responsibility & sustainability  
  • An award-winning employer for Sustainability, Diversity & Inclusion, Corporate Social Responsibility, and much more. View Sodexo’s latest awards here
  • And so much more!     

Sodexo is committed to Employment Equity and Diversity. We do not discriminate against any employee or applicant for employment because of national origin, race, religion, ethnic group, age, disability, gender, sexual preference, sexual or gender identity, status as a veteran or any other federal, provincial or local protected class.  

We welcome and encourage applications from people with disabilities. Accommodation is available on request from candidates taking part in all aspects of the selection process.  

Sodexo is committed to providing a safe and healthy working environment for our team members, customers, clients, contractors, business partners, guests, and members of the public with whom we regularly interact. We require that all new hires in hospitals, long term care facilities, and senior homes to be fully vaccinated against COVID-19 and may require any other new hires to be fully vaccinated based on the location and scope of their employment.

Instagram: @SodexoCanadaCareers

Twitter: @SodexoJobsCA

LinkedIn: Sodexo Canada Careers

Facebook: Sodexo CA Jobs

SodexoSJG

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Spécialiste des relations clients | Client Relationship Specialist

Montréal, Quebec Delmar International Inc.

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Mandat:

En tant que Spécialiste des relations clients, vous serez le point de contact principal pour nos clients, en veillant à ce que leurs besoins soient comblés avec professionnalisme, efficacité et attention. Vous gérerez les interactions quotidiennes avec les clients, résoudrez les problèmes et soutiendrez les opérations logistiques tout en établissant des relations solides et durables favorisant la fidélisation et la satisfaction des clients.

Les responsabilités incluent, mais ne sont pas limitées à :

  • Développer et maintenir des relations solides et de confiance avec les clients.
  • Servir de point de contact fiable en répondant aux demandes des clients de manière professionnelle et rapide.
  • Traiter et gérer les commandes, en veillant à ce que les expéditions soient correctement planifiées, ramassées et livrées à temps.
  • Surveiller les comptes clients afin de détecter les risques ou problèmes de service et traiter les préoccupations de façon proactive.
  • Collaborer avec les différents départements internes pour assurer une expérience de service fluide.
  • Soutenir les équipes des ventes et de gestion de comptes en identifiant des occasions de ventes additionnelles ou croisées.
  • Effectuer toute autre tâche assignée visant à soutenir l’expérience client globale et l’efficacité opérationnelle.

Exigences :

  • 2 à 5 ans d’expérience dans un environnement de logistique tierce partie (3PL) ou de transport basé sur des actifs.
  • Excellentes compétences de communication orale et écrite en anglais et en français (bilinguisme requis).
  • Capacité démontrée à établir un bon contact et à maintenir des relations solides et durables avec les clients et les parties prenantes clés.

Ce que vous offrez :

  • Capacité à poser les bonnes questions, écouter activement et comprendre les besoins des clients.
  • À l’aise pour travailler de manière autonome et en collaboration dans un environnement d’équipe dynamique.
  • Solides compétences organisationnelles et en gestion de plusieurs tâches simultanément, avec une grande attention aux détails.
  • Capacité d’apprentissage rapide et aptitude à naviguer efficacement dans les logiciels et systèmes logistiques.

Ce que nous offrons :

  • Employeur offrant l’égalité des chances
  • Rémunération concurrentielle
  • Régime complet de soins médicaux et dentaires
  • Prime de recommandation

___

Mandate:

As a Client Relationship Specialist, you will be the primary point of contact for our clients, ensuring their needs are met with professionalism, efficiency, and care. You will manage day-to-day client interactions, resolve issues, and support logistics operations while building strong, long-term relationships that foster client retention and satisfaction.

Key responsibilities include, but are not limited to:

  • Develop and maintain strong, trusted relationships with clients.
  • Serve as a reliable point of contact by responding to client inquiries in a professional and timely manner.
  • Process and manage orders, ensuring shipments are accurately scheduled, picked up, and delivered on time.
  • Monitor client accounts for risks or service issues and proactively address concerns.
  • Collaborate cross-functionally with internal departments to ensure a seamless service experience.
  • Support the sales and account management teams by identifying upselling or cross-selling opportunities.
  • Perform other duties as assigned to support the overall client experience and operational efficiency.

Requirements:

  • 2–5 years of experience in a Third-Party Logistics (3PL) or asset-based transportation environment.
  • Strong verbal and written communication skills in both English and French (bilingual required).
  • Proven ability to build rapport and maintain solid, long-term relationships with clients and key stakeholders.

What You Offer:

  • Ability to ask the right questions, actively listen, and understand client needs.
  • Comfortable working both independently and collaboratively in a fast-paced team environment.
  • Strong organizational and multitasking skills with a keen attention to detail.
  • Quick learner with the ability to navigate logistics software and systems efficiently.

What We Offer:

  • Equal opportunity employer
  • Competitive compensation
  • Comprehensive health and dental care
  • Referral bonus

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Client and Family Advisory Committee Volunteer

Brampton, Ontario Canadian Mental Health Association- Peel Branch

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Job Description

Salary: Volunteer

Support your community. Advance your career. Fulfill your purpose.

Joining the Canadian Mental Health Association Peel Dufferin Branch as a volunteer means youll be part of something meaningful. For starters, were honored to have received the Canadian Non-Profit Employer of Choice Award for our efforts to help people live better. Providing support and services to those who live with mental illness and addictions, were committed to increasing awareness and addressing the stigma surrounding mental health. Thats why weve made it a priority to create a diverse organization that represents the communities we serve and the people we help.


We are seeking volunteers to join the Canadian Mental Health Association Peel Dufferin Client and Family Advisory Committee! We are currently looking for volunteers from Dufferin County.


Would You Like To:

  • Help enhance the well-being of people in our community?
  • Make a difference for people living with mental illness and addictions?
  • Promote optimism, equality, inclusiveness, and hope?

CFAC Volunteers provide valuable insights and feedback from the perspective of clients and families to enhance the quality of care and services in the mental health and addictions sector.


Time Commitment: A minimum of two (2) hours per month. Additional time may be required when working on improvement initiatives and participating in other related meetings. A two-year term of membership is requested.


Salary: This is an unpaid volunteer position.

Location: Volunteer Committee meetings will be held in our 314 - 7700 Hurontario Street, Brampton office or virtually.

What You Will Do:


  • Attend monthly committee meetings.
  • Review and provide input on policies, programs, and services that affect clients and families.
  • Serve as a liaison between the client/family community and the organization's leadership and governing Board.
  • Participate in focus groups or subcommittees on specific topics as needed.
  • Use your lived experience to improve the health services offered in your community.
  • Collaborate with committee members and other health care organizations to develop recommendations and co design opportunities for improvements.
  • Respect confidentiality and privacy of personal health information discussed during meetings.

What You Need to Join our Team:


  • Experience with mental health and addiction services; as a service recipient, a family member or care provider of someone who has used mental health and addiction services.
  • Living in Dufferin County
  • Strong communication and interpersonal skills
  • Ability to work collaboratively in a group setting.
  • Commitment to the organization's mission and values.
  • Willingness to share personal experiences within a confidential space
  • Openness to operate from an anti-racist, anti-oppressive, 2SLGBTQ+ affirming and intersectional framework
  • A satisfactory Vulnerable Sector Screening (Police Check) report from the region in which you reside.

Please note: training and orientation will be provided; a CFAC representative will be available for questions and support.

How to Apply

If you would like to be part of our team and help achieve our vision of all people with mental health and addictions needs thriving in supportive communities,please submit a resume with a cover letter explaining your interest in joining the CFAC as a volunteer.


Deadline to Apply: Open until Filled

At the Canadian Mental Health Association Peel Dufferin Branch, we provide a wide array of community services, resources, and care for people with mental illness. In everything we do, we work together to make the world a better place one person at a time.

CMHA Peel Dufferin champions equitable recruitment processes.

We are committed to establishing committees that are reflective of the diverse populations we serve and the diverse workforce we support.

We acknowledge that removing existing barriers and preventing new barriers is required to foster dignity and independence for people of all ages, genders, cultures, and abilities. We encourage applications from members of historically marginalized groups including but not limited to, Indigenous and First Nations people, Metis and Inuit, members of Black and racialized communities, people with disabilities, **2SLGBTQ+ communities, women, gender diverse people, those who areeconomically disadvantaged, and other equity-deserving groups.

In accordance with theAccessibility for Ontarians with Disabilities Act, 2005and the OntarioHuman Rights Code, CMHA Peel Dufferin will provide accommodations throughout the recruitment process to those who require. When contacted for a career, placement, or volunteer opportunity, please advise the People and Culture Department or delegate rep of your accommodation request.

We thank all those who apply. Only those selected for further consideration will be contacted.

**2SLGBTQ+ stands for, Two-Spirit, lesbian, gay, bi, trans, queer, and a range of identities which reflect gender and sexual diversity.

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Team Lead Wealth Management

Montréal, Quebec National Bank

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Job Description

A career as a Team Lead at National Bank Independent Network (NBIN), servicing Introducing Brokers (IB) clients means playing a vital part in ensuring we deliver the highest quality of customer service to our clients. In this role you can use your communication skills, leadership abilities and customer service experience to have a positive impact on both the organization and our clients. 

NBIN is the leading choice of Introducing Brokers and Portfolio Managers looking for brokerage administration support. NBIN provides trading and custodial services to Portfolio Managers (PM) and is a Carrying Broker to CIRO registered Introducing Brokers (IB) across Canada. 

Your role

  • Support and work alongside the Senior Manager to lead a team of approximately 10 Account Managers responsible for supporting our Introducing Brokers firms
  • Act as the first point of escalation for Account Managers
  • Oversee operations to achieve productivity and service quality objectives while ensuring compliance with policies, standards, and procedures.
  • Identify and promptly resolve operational issues, make recommendations, and propose solutions for continuous improvement of processes, systems, and client satisfaction
  • Participate in product development and act as a champion for all new applications with internal partners and clients
  • Provide Account Managers with guidance on NBIN's policies, procedures, and training that directly impact our business
  • Monitor support activities and implement controls to maximize operational efficiency and quality while contributing to their evolution
  • Conduct various analyses, research, and strategic projects with a significant impact on team effectiveness
  • Manage the Service Delivery team’s documentation and maintain a calendar of training sessions, communications, and events

Your team

Within this team you will report to the Senior Manager and help oversee a team of 9 dedicated specialists that are based in our Montreal and Toronto offices. The team provides day-to-day service Introducing Brokers and acts as a liaison between clients and NBIN’s various support teams across Canada.

We prioritize a variety of continuous learning methods to enhance your development, including on-the-job learning, training content made available to you, and collaboration with colleagues from diverse areas of expertise and backgrounds.

Prerequisites

  • Bachelor's degree in a related field and 5 years of relevant experience, OR a Master’s degree in a related field with 3 years of relevant experience
  • Advanced knowledge of the securities brokerage/service industry in a client contact center environment
  • Strong skills in planning and organizing work based on volume, resources, and priorities
  • Knowledge of regulatory, operational, and legal aspects of the industry
  • Experience in process and operational optimization
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) are assets
Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.    * Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and Family Assistance Program * Preferential banking services * Opportunities to get involved in community initiatives * Telemedicine service * Virtual sleep clinic    These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.   Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.   We're putting people first We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.     We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?    Come live your ambitions with us!
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Team Lead Wealth Management

Laval, Quebec National Bank

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Job Description

A career as a Team Lead at National Bank Independent Network (NBIN), servicing Introducing Brokers (IB) clients means playing a vital part in ensuring we deliver the highest quality of customer service to our clients. In this role you can use your communication skills, leadership abilities and customer service experience to have a positive impact on both the organization and our clients. 

NBIN is the leading choice of Introducing Brokers and Portfolio Managers looking for brokerage administration support. NBIN provides trading and custodial services to Portfolio Managers (PM) and is a Carrying Broker to CIRO registered Introducing Brokers (IB) across Canada. 

Your role

  • Support and work alongside the Senior Manager to lead a team of approximately 10 Account Managers responsible for supporting our Introducing Brokers firms
  • Act as the first point of escalation for Account Managers
  • Oversee operations to achieve productivity and service quality objectives while ensuring compliance with policies, standards, and procedures.
  • Identify and promptly resolve operational issues, make recommendations, and propose solutions for continuous improvement of processes, systems, and client satisfaction
  • Participate in product development and act as a champion for all new applications with internal partners and clients
  • Provide Account Managers with guidance on NBIN's policies, procedures, and training that directly impact our business
  • Monitor support activities and implement controls to maximize operational efficiency and quality while contributing to their evolution
  • Conduct various analyses, research, and strategic projects with a significant impact on team effectiveness
  • Manage the Service Delivery team’s documentation and maintain a calendar of training sessions, communications, and events

Your team

Within this team you will report to the Senior Manager and help oversee a team of 9 dedicated specialists that are based in our Montreal and Toronto offices. The team provides day-to-day service Introducing Brokers and acts as a liaison between clients and NBIN’s various support teams across Canada.

We prioritize a variety of continuous learning methods to enhance your development, including on-the-job learning, training content made available to you, and collaboration with colleagues from diverse areas of expertise and backgrounds.

Prerequisites

  • Bachelor's degree in a related field and 5 years of relevant experience, OR a Master’s degree in a related field with 3 years of relevant experience
  • Advanced knowledge of the securities brokerage/service industry in a client contact center environment
  • Strong skills in planning and organizing work based on volume, resources, and priorities
  • Knowledge of regulatory, operational, and legal aspects of the industry
  • Experience in process and operational optimization
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) are assets
Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.    * Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and Family Assistance Program * Preferential banking services * Opportunities to get involved in community initiatives * Telemedicine service * Virtual sleep clinic    These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.   Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.   We're putting people first We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.     We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?    Come live your ambitions with us!
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  5. school Apprenticeships & Trainee
  6. apartment Architecture
  7. palette Arts & Entertainment
  8. directions_car Automotive
  9. flight_takeoff Aviation
  10. account_balance Banking & Finance
  11. local_florist Beauty & Wellness
  12. restaurant Catering
  13. volunteer_activism Charity & Voluntary
  14. science Chemical Engineering
  15. child_friendly Childcare
  16. foundation Civil Engineering
  17. clean_hands Cleaning & Sanitation
  18. diversity_3 Community & Social Care
  19. construction Construction
  20. brush Creative & Digital
  21. currency_bitcoin Crypto & Blockchain
  22. support_agent Customer Service & Helpdesk
  23. medical_services Dental
  24. medical_services Driving & Transport
  25. medical_services E Commerce & Social Media
  26. school Education & Teaching
  27. electrical_services Electrical Engineering
  28. bolt Energy
  29. local_mall Fmcg
  30. gavel Government & Non Profit
  31. emoji_events Graduate
  32. health_and_safety Healthcare
  33. beach_access Hospitality & Tourism
  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
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