Senior Client Relations Representative

Greater Toronto Area, Ontario $60000 - $90000 Y Mackenzie Investments

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Job Description:

Grade: S5

Referral Level: Level 1

Division: IGM-CSO

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.

Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.

At Mackenzie Investments You Can Build Your Career with Confidence.

We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Canada's Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and centre.

Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.

Mackenzie Investments is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

The Role

As a Client Relations Representative, you will be a significant part of a team that specializes in providing effective solutions and support for Financial Advisors, Dealers and Investors through inbound telephone calls and email.

As a valued member of the client relations team, your responsibilities will include:

  • Educating clients on Mackenzie products and services
  • Addressing inquiries from our clients through phone calls (inbound/outbound), emails, and fax
  • Providing superior customer experiences by guiding our clients towards an appropriate solution
  • Building relationships with our clients to create loyalty towards Mackenzie Investments
  • Proactively contacting Financial Advisors, Dealers and other Financial Institutions regarding outstanding requirements through fax, email, and/or phone
  • Flexible rotating shift from 8:30 am to 6:00 pm
  • Hybrid office and remote work environment (3-day office attendance)

We Offer:

Mackenzie Investments is recognized among Greater Toronto's Top Employers.

In addition to a competitive salary starting with bonus opportunities, we offer several flexible and advantageous benefits for you and your family:

  • Three weeks of vacation and up to 10 paid personal/wellness days per year
  • Flexible benefits plan that lets employees customize coverage to suit their personal needs through a flexible health benefits plan
  • RRSP contributions and share purchase plans available to all employees
  • Health and wellness program focused on four key pillars including physical, mental, social and financial wellness
  • Employees are encouraged to get involved in charities and will receive paid time off to volunteer (up to 2 paid days per year)
  • Managers who support your development through coaching and managing opportunities
  • Dress for your day policy
  • A thorough Employee and Family Assistance program

The following qualifications will assist the successful candidate:Strong customer service and interpersonal skills

  • Bilingual (French, Asian & English) is an asset
  • Excellent verbal and written communication
  • Sound judgment and decision-making capabilities
  • Ability to recognize opportunities for sales growth and process improvements
  • Post-secondary education in a related field or a keen interest in the financial industry
  • Effective time management skills who can perform in a fast-paced, deadline oriented environment
  • Related industry or call-centre experience is an asset
  • Successful completion of the Canadian Securities Course and/or IFIC is preferred
  • Proficient knowledge of Microsoft Office Suite Products

Please visit our career page by clicking on the following link:

We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted.

Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

Please apply by September 23, 2025.

LI-JS2
LI-Hybrid
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Client Support Representative

Toronto, Ontario $45000 - $60000 Y Glofox

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Company : ABC Nova Scotia

Join ABC Fitness, the leading technology provider for the fitness industry

Job Description

J oin ABC Fitness and become part of a culture t hat's as ambitious as it is authentic. L et's transform the future of fitness—together

Our Values

Best Life

We believe great work begins with great people. That's why our culture is built on respect, trust, and belonging. We create an inclusive environment where every team member can bring their authentic self to work—because diverse perspectives drive innovation and meaningful impact.

Growth Mindset

We are doers, thinkers, and dreamers. At ABC Fitness, your growth is our investment. Through continuous learning, mentorship, and professional development opportunitie s, we empower you to reach new heights—personally and professionally.

One Team

From day one, you'll be part of a team that collaborates, celebrates, and cares. We move fast, support one another, and have fun along the way. Because when you thrive, we all thrive.

ABC Fitness is looking for a Client Support Representative to join our team In this role, you'll be the first point of contact for our clients and their members, assisting with billing inquiries, account updates, policy guidance, and dispute resolution. If you enjoy problem-solving and providing excellent customer service, we'd love to hear from you

WHAT YOU'LL DO
  • Assist clients and their members via inbound calls, emails, and live chat .
  • Research member accounts to ensure all requests align with club policies.
  • Communicate with clients and members when additional documentation is needed.
  • Ensure accuracy and proper documentation of all interactions.
  • Meet or exceed Key Performance Indicators (KPIs) , including adherence, call times, and quality.
  • Handle high-volume inbound interactions in a fast-paced environment.
  • Collaborate with internal teams to resolve complex issues.
WHAT YOU'LL NEED
  • 1 to 2 years of experience in software support or a contact center (preferred).
  • Remote work experience is beneficial.
  • Ability to type at least 45 words per minute .
  • A wired home internet connection and a dedicated home workspace .
  • Availability Monday to Friday, 7 AM – 9 PM CT for training and assigned shifts (shifts are scheduled based on seniority and preference, with the possibility of weekend/holiday coverage).
  • Fluency in English (Spanish or French bilingual skills are a plus).
  • Strong communication and active listening skills.
  • Ability to handle difficult conversations and de-escalate issues.
    Problem-solving mindset and adaptability in a changing environment.

WHAT'S IN IT FOR YOU:

  • Purpose led company with a Values focused culture – Best Life, One Team, Growth Mindset
  • Time Off – with our open PTO policy, we offer flexibility in how and when you take PTO

  • Days of Disconnect – once a quarter, we take a collective breather and enjoy a day off together around the globe. #oneteam

  • Parental & Pawternity Leave – we offer leave for when your family grows by two feet or four paws

  • Best Life Perk – we are committed to meeting you wherever you are in your fitness journey with a quarterly reimbursement

  • Medical/Dental/Vision coverage

  • EAP – we get you help when you need it. Period.

  • Premium Calm App – enjoy tranquility with a Calm App subscription for you and up to 4 dependents over the age of 16

And more – so many benefits we couldn't even fit them all here

Please note that the salary information shown below is a general guideline only and based on employees in Canada and may be different in other countries. Salaries are based upon candidate experience, qualifications, and location, as well as market and business considerations. Our pay range for Canada based candidates for this position is $45,000 CAD annually. Your recruiter can share more about the specific salary range for the job location during the hiring process. Also, certain positions are eligible for additional forms of compensation such as bonuses and commissions.

At ABC Fitness, we don't just build technology— we build communities and transform lives. Your work matters here, your growth is supported, and your voice is heard. We welcome diverse talent and encourage you to apply, even if you don't meet every requirement.

ABC'S COMMITMENT TO DIVERSITY, EQUALITY, BELONGING AND INCLUSION:

ABC is an equal opportunity employer committed to diversity, equity, and inclusion. We strive to create a workplace where every employee, client, and partner feels valued, inspired, and empowered to reach their full potential. For us, inclusion isn't just the right thing to do— it's a business imperative. Learn more at

About ABC Fitness

ABC Fitness is the #1 software provider for fitness businesses of any size, all around the world. Supporting 30K clubs, 650K coaches, 40M members , and processing more than $12B in payments every year, ABC Fitness provides scalable, data-driven solutions to simplify club management and engage members and clients.

From personal trainers, boutique studios, and gyms, to international franchise health clubs, ABC Fitness will move your business forward through technology and industry insights. Innovation is at the center of everything we do, across ABC Glofox , ABC Ignite, ABC Trainerize , and ABC Evo. Let's make your fitness vision a seamless reality, together.

Learn more at

LI-REMOTE

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us

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Client Support Analyst (Remote - Toronto)

Toronto, Ontario Altus Group

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Catégorie d'emploi:

Technologie

Gamme des niveaux de rémunération :

$33,000.00 - $77,000.00

Clause de non-responsabilité : L'échelle salariale de base représente les tranches inférieure et supérieure de la « gamme des niveaux de rémunération » du groupe Altus pour ce poste dans le lieu de travail principal. Les salaires d'embauche réels varieront en fonction de facteurs, y compris, mais sans s'y limiter, le lieu de travail, l'expérience et la performance. La fourchette salariale indiquée ci-dessus ne reflète pas la rémunération totale des employés du Groupe Altus. D'autres récompenses peuvent inclure une prime annuelle, des modalités de travail flexibles et de nombreux avantages spécifiques à la région.

Débloquez votre expérience Altus !

Si vous cherchez à faire progresser votre carrière dans les domaines de l'analyse des données, de l'expertise et de la technologie pour le marché mondiale de l'immobilier commercial (CRE) en croissance rapide, il n'y a pas de meilleur endroit que le Groupe Altus. Chez Altus, notre travail est utile. Chaque jour, nos employés ont un impact, innovent et façonnent l'industrie mondiale de l'immobilier commercial et de la PropTech. 

Notre culture centrée sur les personnes vous permet d'agir dans un climat de confiance et de performance, au sein d'une équipe inclusive qui collabore à la modernisation de notre secteur d'activité. Nous investissons dans nos collaborateurs en leur proposant des formations et des opportunités de croissance conçues pour les faire progresser dans leur carrière, tout en leur offrant un lieu de travail flexible et progressif qui reflète nos valeurs et nos équipes.

Altus Group has a new and exciting opportunity for a Software Support Analyst. Reporting to the Team Lead, Americas, you will support business clients throughout their use of ARGUS software applications. This is a role for someone who thrives in a customer-facing, problem solving role.

Job Summary:

As an Analyst, you will support business clients throughout their use of ARGUS software applications. This role offers the perfect blend of technical expertise and customer-focused support, allowing you to apply your quantitative skills in a client facing environment. As part of our team, you will analyze financial data and resolve software-related issues, tackling complex problems for clients across the real estate and financial services sectors. This is a role for someone who thrives in a customer-facing, problem solving role.

Key Responsibilities:

  • Resolve issues. Identify, analyze and solve problems affecting client’s software.

  • Respond to enquiries. Provide timely, intelligent and professional responses to customer calls and emails.

  • Communicate. Actively support the client in all aspects through problem resolution, keeping the client informed throughout life of incident.

  • Document. Clearly and concisely log and track details of solutions and maintain the resolution database.

  • Learn. Come up to speed on new technologies, software, and concepts.

  • Prioritize. Recognize when issues need escalation to senior representatives or Development.

  • Collaborate. Work closely with global inter-company departments/teams such as Sales, QA and Development to provide assistance and resolve product queries raised by our clients.

  • Key Qualifications:

  • Educational Background: You have a Bachelor’s degree in Real Estate, Finance or Mathematics (or related field).

  • Technical Proficiency: You learn new technologies quickly and you’re comfortable with software installation in environments such as Citrix and Windows.

  • Numerical Skills: You possess strong numerical skills and are comfortable working with financial data.

  • Problem-Solving Expertise: You are a logical thinker with the ability to consider multiple solutions, research options and develop innovative solutions.

  • Effective Communication: You excel at conveying complex technical details and requirements in a clear and concise manner, both within the team and to clients.

  • Customer focus: You find personal and professional satisfaction working with customers and providing support. You have strong tech-to-non-tech translations skills.

  • Collaborative Spirit: You have excellent interpersonal skills. You work equally well independently or as part of a team.

  • Ce que le Groupe Altus offre :

  • Récompenser les performances : Nous sommes heureux de pouvoir offrir à nos employés une rémunération compétitive, des plans d'incitation et de primes, ainsi qu'un ensemble de récompenses qui donne la priorité à leur santé mentale, physique et financière globale. 
  • Croissance et développement : En tant que destination pour les meilleurs talents de l'industrie, nous investissons en vous pour répondre aux besoins changeants de nos clients et atteindre vos objectifs professionnels. Notre Altus Intelligence Academy offre plus de 150 000 heures de matériel d'apprentissage pour répondre aux différentes étapes de la carrière d'un employé.
  • Modèle de travail flexible : Nous modernisons nos programmes pour les employés afin de refléter le nouveau monde du travail. Notre modèle de travail basé sur l'activité vous offre la flexibilité d'aligner votre lieu de travail sur le travail effectué - le bureau pour la connexion et la collaboration, et l'éloignement pour le travail ciblé.
  • Le Groupe Altus s'engage à favoriser un environnement de travail inclusif où tous les clients et employés se sentent accueillis, acceptés et valorisés. Nous offrons une atmosphère sans barrières pour promouvoir la diversité, l'équité et l'inclusion, et encourageons l'égalité des chances pour tous les employés. Nous recherchons des candidats ayant des expériences diverses et offrons des expériences accessibles aux candidats tout au long du processus de sélection. Si vous avez besoin de mesures d'adaptation, veuillez nous contacter à l'adresse ou au .

    Nous apprécions tous les candidats qui prennent le temps de postuler au Groupe Altus. Veuillez noter que seules les personnes sélectionnées pour poursuivre le processus seront contactées. Nous vous remercions de votre attention. 

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    Bilingual Client Access Support Associate

    Toronto, Ontario $45000 - $55000 Y Raymond James Ltd.

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    At Raymond James,
    we
    develop,
    we
    collaborate,
    we
    decide,
    we
    deliver, and
    we
    improve together

    .

    Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

    Bilingual Client Access Support Associate
    How does the role impact the organization?
    Raymond James Ltd. is seeking a Bilingual (English and French) Client Access Support Associate to join the Information Technology team at one of our Canadian offices (Toronto or Vancouver). Under IT Service Management, the incumbent will act as the point of contact to Raymond James clients and advisors. The incumbent will provide timely support for clients and advisors related to client website access and mobile application. Lastly, they will liaise with internal, external, and internal operational and technical support teams, as required, to obtain, clarify and deliver accurate information in a timely manner.

    What will your role be responsible for?

    • Collaborate with IT teams and RJL Divisions to identify the client's needs
    • Provide an exceptional level of customer service in a calm, courteous and professional manner.
    • Responds to inquiries or complaints received through phone calls or written correspondence concerning client access usage issues; follows the issue all the way through resolution and final communications.
    • Conducts basic diagnoses of internet software/hardware to troubleshoot client connectivity problems, assists with password resets, registration, or email notification issues.
    • Documents, in detail, client communications in the call tracking system and accurately updates client personal information as appropriate.
    • Researches, resolves and makes decisions regarding various inquiries for clients, Advisors and associates within RJL.
    • Determines best method to resolve problems to ensure customer satisfaction while adhering to company policies.
    • Coordinates problem resolution with appropriate departments.
    • Follows up, either verbally or in writing, to ensure customer satisfaction.
    • Performs other duties and responsibilities as assigned.

    What can you expect from us?
    Our most important investment is in people. Upon eligibility, Raymond James Ltd offers
    flexible workstyles,
    a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more We also support internal promotion and community involvement.

    What do we expect from you?

    • College Diploma or equivalent and a minimum of 4 years' experience in customer service
    • Experience in the financial services or brokerage industry required
    • Excellent proficiency with Microsoft 365 and SharePoint online, common web browsers and use of mobile devices
    • Fluent in French and English both written and verbal skills
    • Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
    • Establish and maintain effective working relationships at all levels of the organization
    • Sound decision making, organizational and interpersonal skills
    • Ability to think critically and ask targeted questions to determine needs and respond appropriately
    • Communicate effectively, both orally and in writing with external clients, financial advisors, and other internal clients
    • Constructively work under stress and pressure when faced with high workloads and deadlines.
    • Work independently as well as collaboratively within a team environment.
    • Quick learner, dependable, professional, creative, and innovative

    We encourage our associates at all levels to:

    • Grow professionally and inspire others to do the same
    • Work with and through others to achieve desired outcomes
    • Make prompt, pragmatic choices and act with the client in mind
    • Take ownership and hold themselves and others accountable for delivering results that matter
    • Contribute to the continuous evolution of the firm

    At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

    Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

    Salary Range: BC (based on Education, Work Experience, etc)
    $45,000-55,000 in addition to competitive performance bonuses/incentives

    Job
    Technology

    Primary Location
    CA-ON-Toronto-Toronto

    Other Locations
    CA-BC-Vancouver-Vancouver

    Organization
    IT

    Schedule
    Full-time

    Status
    Permanent Full-Time

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    Portfolio Manager (Relationship Management)

    Toronto, Ontario The Successful Investor

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    Job Description

    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.

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    Chef d'équipe support client

    Toronto, Ontario Banque Nationale

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    Présence Hybride Numéro de poste 28315 Catégorie Professionnel intermédiaire Statut: Permanent Type de contrat Permanent Horaire: Temps plein Temps plein/Temps partiel? Temps plein Date de publication 15-sep-2025 Ville Toronto Province/État Ontario Domaine(s) d'intérêt: Gestion de patrimoine, Opérations Lieu(x): Toronto

    Banque Nationale Réseau Indépendant (BNRI) est le choix privilégié des courtiers remisiers et des gestionnaires de portefeuille à la recherche d’un soutien en administration de courtage. BNRI offre des services de négociation et de garde aux gestionnaires de portefeuille (GP) et agit en tant que courtier chargé pour les courtiers remisiers (CR) enregistrés auprès de l’OCRI à travers le Canada. Une carrière en tant que chef ou cheffe d’équipe support aux clients, tu joues un rôle crucial pour garantir que nous fournissons un service client de la plus haute qualité à notre clientèle.

    Ton rôle

  • Accompagner et soutenir le Directeur principal à gérer une équipe d’environ 10 directeurs et directrices de comptes responsables de soutenir nos firmes indépendantes de gestionnaires de portefeuille
  • Être le premier point d’escalade pour les directeurs et directrices de comptes
  • Assurer le déroulement des opérations afin d'atteindre les objectifs de productivité et de qualité de service, et leur conformité avec les politiques, les normes et les procédures
  • Identifier et résoudre rapidement les problématiques opérationnelles, formuler des recommandations et proposer des solutions visant l'amélioration continue des processus et systèmes ainsi que la satisfaction clients
  • Participer au développement de produits et agir comme un champion pour toutes les nouvelles applications auprès des partenaires internes et des clients
  • Fournir aux directeurs et directrices de comptes des conseils sur les politiques, procédures et formations de BNRI qui influencent directement nos activités
  • Effectuer un suivi des activités de soutien et mettre en place des contrôles dans le but de maximiser l'efficacité et la qualité des opérations, tout en contribuant à leur évolution
  • Réaliser diverses analyses, recherches et projets stratégiques ayant un impact important sur l'efficacité de l’équipes
  • Gérer les dossiers de l’équipe prestations de services ainsi qu’un calendrier des formations, communications et événements
  • Ton équipe

    Au sein du secteur Gestion de patrimoine, dans l'équipe BNRI, tu fais partie d'une équipe de spécialistes et tu relèves du Directeur principal, Prestation de services. L’équipe de prestation de services oeuvre dans un modèle B2B et fournit un service quotidien aux gestionnaires de portefeuille indépendants et aux courtiers remisiers et assure la liaison entre les clients et les différentes équipes de soutien de BNRI.

    Nous privilégions une variété de formes d’apprentissages en continu pour enrichir ton développement, notamment l’apprentissage dans l’action, des contenus de formation mis à ta disposition et le travail en collaboration avec des collègues d’expertises et profils diversifiés.

    Prérequis

  • Baccalauréat connexe au secteur d'activité, et 5 années d'expérience pertinente ou Maîtrise connexe au secteur d'activité et 3 années d'expérience pertinente OU Certificat universitaire et 7 années d'expérience pertinente
  • Bonne connaissance du domaine de courtage des valeurs mobilières/service
  • Aptitude en planification et organisation du travail en fonction du volume, des ressources et des priorités
  • Le Cours sur le commerce des valeurs mobilières (CCVM) et le Manuel sur les pratiques de conduite (MPC) sont des atouts.
  • Connaissance des aspects réglementaires opérationnels et juridiques de l’industrie
  • Expérience en optimisation de processus et d’opérations
  • Une personne hautement motivée et enthousiaste, démontrant une attitude positive avec la capacité de gérer plusieurs priorités dans un environnement dynamique
  • Langues: Anglais

    Compétences

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    Courtage Gestion des relations commerciales Service client Investissements Établissement de relations Valeurs mobilières Réglementation des valeurs immobilières Prestations de services Travail en équipe(Travail d’équipe Gestion de patrimoine Services de gestion patrimoniale Empathie Initiative Agilité d'apprentissage Résilience Tes avantages En plus d’une rémunération concurrentielle, nous te proposons, dès ton embauche, une foule d’avantage flexibles pour favoriser ton bien-être et celui de ta famille. * Programme santé et bien-être incluant de nombreuses options * Assurance collective flexible * Régime de retraite généreux * Régime d’acquisition d’actions * Programme d’aide aux employées et employés ainsi qu’à leur famille * Services bancaires préférentiels * Implication dans des initiatives communautaires * Service de télémédecine * Clinique virtuelle d’amélioration du sommeil Ce sont quelques exemples qui te sont accessibles. Nous proposons une offre évolutive à l’affût des tendances, de tes besoins et de ceux de tes proches. Nos environnements de travail dynamiques et nos outils de collaboration modernes favorisent une expérience employée agréable. Nous accordons une grande place aux idées des employées et employés. Que ce soit par nos sondages, ou encore par l’entremise de nos programmes, le dialogue en continu et le feedback sont encouragés. L'humain d'abord Nous sommes une banque à grandeur humaine qui se démarque par son audace, sa culture entrepreneuriale et sa passion pour les gens. Nous existons pour avoir un impact positif dans la vie des gens. Nos valeurs fondamentales de complicité, d’agilité et de pouvoir d’agir sont nos sources d’inspiration. L’inclusion est au cœur de nos engagements. Nous offrons un milieu de travail sans obstacle et accessible à l’ensemble des employées et employés. Nous visons à procurer des mesures d’accessibilité lors du processus de recrutement. Si tu as besoin d'accommodement, n’hésite pas à nous en faire part lors de tes premiers échanges avec nous. Nous accueillons les candidates et candidats de tous horizons et nous aimerions savoir ce que tu peux ajouter à notre équipe. Viens entreprendre tes ambitions avec nous !
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    Third-Party Customer Relationship Management Specialist

    Toronto, Ontario TD Bank

    Posted 12 days ago

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    Job Description

    **Work Location:**
    Toronto, Ontario, Canada
    **Hours:**
    37.5
    **Line of Business:**
    Technology Solutions
    **Pay Details:**
    91,200 - 136,800 CAD
    TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
    As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
    **Job Description:**
    The 3PCRM (Third-Party Customer Relationship Management) Specialist plays a vital role in overseeing and optimizing the relationship between the organization and its third-party partners. This individual will be responsible for managing issue resolution processes, ensuring compliance with 3PCRM protocols, and driving the effectiveness of program management initiatives related to third-party risk and performance.
    **Key Responsibilities**
    + Oversee and manage daily issue management operations relevant to third-party partners, ensuring timely identification, escalation, and resolution of problems impacting business continuity and compliance.
    + Own and continuously improve the 3PCRM process framework, including documentation, workflow optimization, and stakeholder alignment.
    + Develop and execute 3PCRM program management strategies that drive accountability, transparency, and risk mitigation across the third-party lifecycle.
    + Monitor key risk indicators and metrics related to third-party engagements; analyze trends, provide actionable insights, and recommend corrective actions as needed.
    + Collaborate with internal and external stakeholders-including Legal, Compliance, Procurement, and business units-to ensure alignment of third-party policies and procedures.
    + Coordinate and facilitate regular status meetings, reviews, and reporting of 3PCRM program and issue management performance to senior leadership.
    + Support audits, risk assessments, and regulatory compliance efforts related to third-party management.
    + Maintain comprehensive records of issue management activities, risk assessments, and remediation efforts.
    + Champion best practices in third-party relationship management, driving continuous improvement and innovation in all 3PCRM processes.
    + Challenge Vendor Managers and Control Analysts on the quality and adequacy of evidence provided, ensuring that risk reduction controls are robust, effective, and appropriately justified.
    + Review and dispute risk reduction controls, verifying that presented measures achieve the intended level of risk mitigation and compliance with organizational standards.
    **Qualifications**
    + Good to have Experience in 3PCRM, issue management operations, or third-party program management in a complex, regulated environment.
    + Strong understanding of Cyber Security Controls, compliance requirements, and industry standards
    + Proven ability to manage multiple issues simultaneously with excellent organizational and problem-solving skills.
    + Exceptional communication and stakeholder management abilities, with experience influencing cross-functional teams.
    + Analytical mindset with proficiency in data analysis, reporting, and the use of risk management technology platforms.
    + Demonstrated integrity, adaptability, and a continuous improvement approach to program and process management.
    **Preferred Skills**
    + Familiarity with third-party management systems and tools(Nice to Have)
    + Experience in regulated industries such as finance, healthcare, or technology.
    + Proficiency in process mapping and workflow automation.
    + Ability to navigate complex organizational structures and drive consensus.
    **Who We Are:**
    TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
    TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
    **Our Total Rewards Package**
    Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more ( Information:**
    We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
    Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
    **Colleague Development**
    If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
    **Training & Onboarding**
    We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
    **Interview Process**
    We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
    **Accommodation**
    Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
    We look forward to hearing from you!
    **Language Requirement (Quebec only):**
    Sans Objet
    Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
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    Chef d'équipe support client (Hybride)

    Toronto, Ontario National Bank

    Posted today

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    Job Description

    permanent
    Présence Hybride Numéro de poste 28315 Catégorie Professionnel intermédiaire Statut: Permanent Type de contrat Permanent Horaire: Temps plein Temps plein/Temps partiel? Temps plein Date de publication 15-sep-2025 Ville Toronto Province/État Ontario Domaine(s) d'intérêt: Gestion de patrimoine, Opérations Lieu(x): Toronto

    Banque Nationale Réseau Indépendant (BNRI) est le choix privilégié des courtiers remisiers et des gestionnaires de portefeuille à la recherche d’un soutien en administration de courtage. BNRI offre des services de négociation et de garde aux gestionnaires de portefeuille (GP) et agit en tant que courtier chargé pour les courtiers remisiers (CR) enregistrés auprès de l’OCRI à travers le Canada. Une carrière en tant que chef ou cheffe d’équipe support aux clients, tu joues un rôle crucial pour garantir que nous fournissons un service client de la plus haute qualité à notre clientèle.

    Ton rôle

  • Accompagner et soutenir le Directeur principal à gérer une équipe d’environ 10 directeurs et directrices de comptes responsables de soutenir nos firmes indépendantes de gestionnaires de portefeuille
  • Être le premier point d’escalade pour les directeurs et directrices de comptes
  • Assurer le déroulement des opérations afin d'atteindre les objectifs de productivité et de qualité de service, et leur conformité avec les politiques, les normes et les procédures
  • Identifier et résoudre rapidement les problématiques opérationnelles, formuler des recommandations et proposer des solutions visant l'amélioration continue des processus et systèmes ainsi que la satisfaction clients
  • Participer au développement de produits et agir comme un champion pour toutes les nouvelles applications auprès des partenaires internes et des clients
  • Fournir aux directeurs et directrices de comptes des conseils sur les politiques, procédures et formations de BNRI qui influencent directement nos activités
  • Effectuer un suivi des activités de soutien et mettre en place des contrôles dans le but de maximiser l'efficacité et la qualité des opérations, tout en contribuant à leur évolution
  • Réaliser diverses analyses, recherches et projets stratégiques ayant un impact important sur l'efficacité de l’équipes
  • Gérer les dossiers de l’équipe prestations de services ainsi qu’un calendrier des formations, communications et événements
  • Ton équipe

    Au sein du secteur Gestion de patrimoine, dans l'équipe BNRI, tu fais partie d'une équipe de spécialistes et tu relèves du Directeur principal, Prestation de services. L’équipe de prestation de services oeuvre dans un modèle B2B et fournit un service quotidien aux gestionnaires de portefeuille indépendants et aux courtiers remisiers et assure la liaison entre les clients et les différentes équipes de soutien de BNRI.

    Nous privilégions une variété de formes d’apprentissages en continu pour enrichir ton développement, notamment l’apprentissage dans l’action, des contenus de formation mis à ta disposition et le travail en collaboration avec des collègues d’expertises et profils diversifiés.

    Prérequis

  • Baccalauréat connexe au secteur d'activité, et 5 années d'expérience pertinente ou Maîtrise connexe au secteur d'activité et 3 années d'expérience pertinente OU Certificat universitaire et 7 années d'expérience pertinente
  • Bonne connaissance du domaine de courtage des valeurs mobilières/service
  • Aptitude en planification et organisation du travail en fonction du volume, des ressources et des priorités
  • Le Cours sur le commerce des valeurs mobilières (CCVM) et le Manuel sur les pratiques de conduite (MPC) sont des atouts.
  • Connaissance des aspects réglementaires opérationnels et juridiques de l’industrie
  • Expérience en optimisation de processus et d’opérations
  • Une personne hautement motivée et enthousiaste, démontrant une attitude positive avec la capacité de gérer plusieurs priorités dans un environnement dynamique
  • Langues: Anglais

    Compétences

    Press space or enter keys to toggle section visibility

    Courtage Gestion des relations commerciales Service client Investissements Établissement de relations Valeurs mobilières Réglementation des valeurs immobilières Prestations de services Travail en équipe(Travail d’équipe Gestion de patrimoine Services de gestion patrimoniale Empathie Initiative Agilité d'apprentissage Résilience Tes avantages En plus d’une rémunération concurrentielle, nous te proposons, dès ton embauche, une foule d’avantage flexibles pour favoriser ton bien-être et celui de ta famille. * Programme santé et bien-être incluant de nombreuses options * Assurance collective flexible * Régime de retraite généreux * Régime d’acquisition d’actions * Programme d’aide aux employées et employés ainsi qu’à leur famille * Services bancaires préférentiels * Implication dans des initiatives communautaires * Service de télémédecine * Clinique virtuelle d’amélioration du sommeil Ce sont quelques exemples qui te sont accessibles. Nous proposons une offre évolutive à l’affût des tendances, de tes besoins et de ceux de tes proches. Nos environnements de travail dynamiques et nos outils de collaboration modernes favorisent une expérience employée agréable. Nous accordons une grande place aux idées des employées et employés. Que ce soit par nos sondages, ou encore par l’entremise de nos programmes, le dialogue en continu et le feedback sont encouragés. L'humain d'abord Nous sommes une banque à grandeur humaine qui se démarque par son audace, sa culture entrepreneuriale et sa passion pour les gens. Nous existons pour avoir un impact positif dans la vie des gens. Nos valeurs fondamentales de complicité, d’agilité et de pouvoir d’agir sont nos sources d’inspiration. L’inclusion est au cœur de nos engagements. Nous offrons un milieu de travail sans obstacle et accessible à l’ensemble des employées et employés. Nous visons à procurer des mesures d’accessibilité lors du processus de recrutement. Si tu as besoin d'accommodement, n’hésite pas à nous en faire part lors de tes premiers échanges avec nous. Nous accueillons les candidates et candidats de tous horizons et nous aimerions savoir ce que tu peux ajouter à notre équipe. Viens entreprendre tes ambitions avec nous ! Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal
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