383 Customer Success Director jobs in Canada
Customer Success Director - Enterprise
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Life at Plume
At Plume, we believe that technology isn't about moving faster, it's about making life's moments better. Which is why we've built the world's first, and only, open and hardware-independent service delivery platform for smart homes, small businesses, enterprises, and beyond. Our SaaS platform uses WiFi, advanced AI, and machine learning to create the future of connected spaces—and human experiences—at massive scale.
We now deliver services to over 60 million locations globally and have managed over 3 billion devices on our platform. We're expanding rapidly, pioneering a new category, and we achieved our Series F funding in just four years. Our customers include many of the world's largest Internet Service Providers (ISPs) who look to Plume to help them evolve their smart home offerings while gleaning insights from their own data.
With a bias for action and a love for being trailblazers, the team at Plume embodies a combination of relentless curiosity and imaginative innovation. We challenge ourselves to think in ways that other companies don't, work to do what should be done (rather than what can), and if we can't do it exceptionally well, we don't do it. It's how we've assembled a team of world-class builders, thinkers, and doers. And it's how we're reinventing what's possible every day.
Customer Success Director – Enterprise Accounts Location: (On-site-Toronto)
We are seeking a highly motivated and experienced Customer Success Director to join our team and support our growing portfolio of enterprise clients, representing Plume onsite at the customer's location. As a CSM, you will be the strategic partner and advocate for some of our most important customers, driving product adoption, ensuring business outcomes, and fostering long-term partnerships. You'll collaborate closely with Sales, Product, Support, and Engineering to deliver an exceptional customer experience that drives satisfaction, renewal, and expansion.
Responsibilities:
- Own the post-sale relationship with enterprise customers, guiding them from onboarding to renewal.
- Embed yourself onsite with the customer to help identify functions/use cases that can realize the value of the platform, as well as help the customer solve business problems using data.
- Develop strategic success plans aligned with customer business goals and KPIs.
- Drive product adoption and usage through proactive engagement, training, and education.
- Conduct regular QBRs (Quarterly Business Reviews) and performance check-ins with key stakeholders.
- Act as a trusted advisor, identifying opportunities for upsell, expansion, and value realization.
- Act as the customer's voice internally, influencing product roadmap, UX priorities, and service delivery.
- Collaborate with Support and Engineering teams on issue resolution and ensure timely escalations.
- Gather product feedback and insights to inform internal roadmap discussions.
- Monitor account health, usage metrics, and engagement data to mitigate churn risks.
- Contribute to CS team initiatives, playbook development, and process improvements.
Qualifications:
- 15 years of experience in Customer Success, Account Management, or Solution Consulting in a B2B SaaS environment.
- Proven ability to manage complex enterprise relationships with C-level stakeholders.
- Excellent communication, presentation, and stakeholder management skills.
- Strong analytical and problem-solving capabilities.
- Self-starter with a bias for action and a passion for customer-centricity.
- Domain expertise in the industry.
Please note that this is a hybrid position, requiring 3 days a week of work in our customer's Toronto office.
About Plume
As the creator of the only open, hardware-independent, cloud-controlled experience platform for ISPs and their subscribers, Plume partners with over 400 ISP customers, including some of the world's largest such as Comcast, Charter, Liberty Global, and J:COM.
Using OpenSync, the most widely supported open-source, silicon-to-cloud framework for smart spaces, Plume's software-defined network allows ISPs to decouple their service offerings from hardware and rapidly curate and deliver new services over a multi-vendor, open-platform architecture.
Plume is an equal opportunity workplace that maintains a continuing policy of nondiscrimination in all employment practices and decisions, ensuring equal employment opportunities for all qualified individuals without regard to race, color, creed, religion, sex, national origin, age, physical or mental disability, sexual orientation, gender identity, marital status, pregnancy, childbirth or related individual conditions, medical conditions (as defined by state law), military or veteran status, or any other characteristic protected by federal, state or local law.
Director, Customer Success - Commerce (Canada)
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The Challenge
As a Director of Customer Success for our Commerce product line at Coveo, you will lead a team of dedicated Customer Success Managers, and scale our Customer Success practice. You will be driving operational excellence, and managing the adoption and enablement of our solution. Your focus is on delivering value to our customers, aligned to successfully meeting their defined business outcomes, while maintaining a balance with Coveo's business objectives.
Please note this role is open across Canada and the United States.
Not every day is the same, but here is an overview of your day to day:- You will lead, mentor and inspire a team of CSMs towards our measurable business objectives with personalized coaching and proficiency driven performance management
- You will ensure an exceptional customer experience, leading CSMs in client engagements to ensure consistency and quality in delivering to our engagement model, aligned to customer segmentation.
- You will lead the team's skill development through weekly coaching, active listening, and direct feedback, aligned to your CSMs skill level, proficiency and career development needs and goals.
- You will identify and mitigate customer risk, leveraging our customer health scores, reports and CS tools.
- You will collaborate with CSMs and provide insight to leadership that accelerate customer journeys towards first time to value, and drive adoption and expansion of the Coveo solution
- You will ensure consistent use of our tech stack by all team members, validating that we are collecting clear and reliable data, that can be analyzed and drive action
- You will bring forth new ideas, tools and mechanisms to evolve and operationalize our vision and enable professional growth
- 10+ years of end-to-end SaaS adoption experience.
- 8+ years experience in a people management role, leading a team of both individual contributors, and supporting enterprise customers.
- A leader who leads by example - you demonstrate your expertise and craft by lending your executive support to your team members during tricky QBRs
- Proven track record of managing and scaling customer success teams delivering outcome based value to complex and sophisticated Enterprise clients.
- Excellent leadership and communication skills, with the ability to influence and inspire cross-functional teams.
- Strong understanding of SaaS business models, customer lifecycle management, and retention strategies.
- You are an exceptional storyteller and have the ability to weave raw data and complex insights into compelling and actionable growth strategies to drive value for our customers.
Some nice to haves:
- Experience working with an AI product
- Experience within the Commerce landscape, and how to tie relevant search experience to e-commerce metrics
- A background with project management and delivery
- A background in professional services, support, business development or other customer facing functions
We have a fit? Send us your resume and convince us that you are a must-have rather than a nice-to-have. Join the Coveolife!
We encourage all qualified candidates to apply regardless of, for example, age, gender, disability, gaps in CV, national or ethnic background.
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Director, Customer Success - Knowledge (Canada)
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The Challenge
As a Director of Customer Success for our Knowledge product line at Coveo, you will lead a team of dedicated Customer Success Managers, and scale our Customer Success practice. You will be driving operational excellence, and managing the adoption and enablement of our solution. Your focus is on delivering value to our customers, aligned to successfully meeting their defined business outcomes, while maintaining a balance with Coveo's business objectives.
Not every day is the same, but here is an overview of your day to day:- You will lead, mentor and inspire a team of CSMs towards our measurable business objectives with personalized coaching and proficiency driven performance management
- You will ensure an exceptional customer experience, leading CSMs in client engagements to ensure consistency and quality in delivering to our engagement model, aligned to customer segmentation.
- You will lead the team's skill development through weekly coaching, active listening, and direct feedback, aligned to your CSMs skill level, proficiency and career development needs and goals.
- You will identify and mitigate customer risk, leveraging our customer health scores, reports and CS tools.
- You will collaborate with CSMs and provide insight to leadership that accelerate customer journeys towards first time to value, and drive adoption and expansion of the Coveo solution
- You will ensure consistent use of our tech stack by all team members, validating that we are collecting clear and reliable data, that can be analyzed and drive action
- You will bring forth new ideas, tools and mechanisms to evolve and operationalize our vision and enable professional growth
- 10+ years of end-to-end SaaS adoption experience.
- 8+ years experience in a people management role, leading a team of both individual contributors as well as managers, and supporting enterprise customers.
- A leader who leads by example - you demonstrate your expertise and craft by lending your executive support to your team members during tricky QBRs
- Proven track record of managing and scaling customer success teams delivering outcome based value to complex and sophisticated Enterprise clients.
- Excellent leadership and communication skills, with the ability to influence and inspire cross-functional teams.
- Strong understanding of SaaS business models, customer lifecycle management, and retention strategies.
- You are an exceptional storyteller and have the ability to weave raw data and complex insights into compelling and actionable growth strategies to drive value for our customers.
Some nice to haves:
- Experience working with an AI product, especially touching on customer service / support and contact center
- A background with project management and delivery
- A background in professional services, support, business development or other customer facing functions
What is it like to work at Coveo? You'll join a team of passionate people with an innovative mindset who constantly push the envelope. You'll enjoy learning with the best, the empowerment of working on a complex product and trust from leadership.
Join the #CoveoLife
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Director of Customer Success
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Pattison ID is a leader in integrated digital and physical branding experiences across North America. With deep industry expertise as our foundation, we are driven by curiosity, innovation, and a people-first approach. Our multidisciplinary teams operate across seven manufacturing facilities, eight sales offices, and a growing digital division to deliver immersive, customer-focused solutions. We are proud to be part of the Jim Pattison Group—one of Canada’s largest privately held companies—spanning 590 locations globally and employing more than 49,000 people.
Our culture values proactive problem-solving over passive execution. We cultivate a mindset of exploration, invest in talent that thrives in dynamic roles, and build teams capable of identifying opportunities—not just responding to requests. Our mission is to empower individuals to grow while creating long-term value for our clients through thoughtful, strategic solutions.
About Digital
Digital, a division of Pattison ID, unites experts from across the customer experience spectrum—content, technology, strategy, and operations—to design and deliver solutions that go far beyond digital signage. With thousands of installations and hundreds of branded environments completed, we focus on measurable impact through innovation, empathy, and collaboration.
The Role: Director of Customer Support
We are seeking a Director of Customer Support to join our Digital team in Montreal. This is a hybrid role, with two days per week required in our Dorval office.
This is not a traditional support role—it is a leadership position for someone energized by people development, operational strategy, and problem-solving in complex or undefined situations. You will lead our customer support function with a focus on uncovering root causes, driving cross-functional solutions, and establishing measurable objectives and key results (OKRs) that focus on impact and value, not just metrics.
What You’ll Do
- Lead, mentor, and develop a high-performing Customer Support team that delivers consistent, empathetic service.
- Shape and optimize the customer support strategy, embedding a solutions-oriented, data-driven approach.
- Collaborate with internal teams to proactively resolve issues and drive long-term product and service improvements.
- Develop and track strategic OKRs tied directly to business outcomes.
- Create feedback loops between customer experience insights and internal teams, championing the voice of the customer at every level.
- Foster a culture of curiosity, accountability, and continuous learning—especially in evolving or undefined process areas.
What You Bring
- 3+ years of leadership experience in customer support, client success, or strategic operations.
- Proven ability to manage and motivate diverse teams with clear coaching and development practices.
- Strong fluency in English and French (spoken and written).
- A collaborative mindset with the ability to influence peers, partners, and executives.
- Excellent judgment and adaptability in rapidly evolving environments.
- Demonstrated experience leveraging data to identify opportunities, build cases for change, and lead improvement initiatives.
- Comfortable leading hybrid teams, balancing in-person collaboration and digital communication.
- Other relevant experience and qualifications will be considered.
Where You’ll Work
This hybrid position is based in Montreal, with a minimum of two in-office days per week at our Dorval location. We prioritize flexibility while valuing the benefits of in-person collaboration.
Ready to Apply?
If you’re a people-first leader who thrives in fast-paced, evolving environments—and you’re ready to build not only strong support systems but also scalable customer value—we want to hear from you.
Please send us a summary of your qualifications.
What We Offer
- Competitive salary.
- Full benefits package.
- RRSP match after 90 days.
- An inclusive, growth-oriented work culture.
- Equal opportunity employer—we welcome applications from all backgrounds.
We look forward to connecting with you.
Account Coordinator (Client Management)
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Salary: 55,000
The Opportunity:
Were building something that matters to the future of financial services marketingand were looking for others who are just as motivated.
If you have agency experience we want to hear from you.
The Why:
- A competitive base salary
- A rapidly growing organization with genuine opportunities for career advancement and ongoing skill development
- Comprehensive health and wellness benefits
- 5 Paid personal days
- Paid volunteer time
- A balanced hybrid schedule focused on in-office collaboration while benefiting from one remote workday per week
- Frequent team events & activities
- Summer Fridays
The Who:
Fintel Connect is focused on making a meaningful impact. As a leading full-service affiliate marketing solution for financial institutions across North America, were building a team of driven, thoughtful people who want to help shape the future of performance marketingand see the results of their work in real time.
Is it you we are looking for?
As part of our team, you will manage and optimize a portfolio of affiliate partners while recruiting new ones to drive growth and expand market presence. As an Account Coordinator, you will assist with all matters relating to client management including but not limited to: managing regular client meetings, hitting KPIs within budget, delivering reporting deadlines, recruiting new publisher partners and contributing to affiliate strategies.
You're an ideal candidate if you are detail-oriented, well-spoken, resourceful and have strong interpersonal skills that will foster genuine relationships with Fintel Connect partners, affiliates and clients alike.
The Responsibilities:
- Contribute to program strategies
- Demonstrate client relationship management and leadership skills internally and externally; creating an environment of trust and consultation
- Recruit and activate affiliates for your programs with a focus on new and exciting opportunities
- Meet program targets: increase affiliate traffic, conversions and approvals for your client roster
- Monitor industry news, competitors, and affiliate websites daily to help stay on top of trends and changes
- Increase affiliate traffic and conversions for assigned affiliate programs
- Perform Monthly ROI analysis on affiliate programs and commission deals
- Share knowledge with teammates through support, training and sharing of experiences
- Demonstrate a clear understanding of individual clients needs, their businesses and objectives
- Offer insight and guidance to troubleshoot and respond to client queries
- Create and manage campaign assets as required
- Gain expert system knowledge and in-depth comprehension of Fintel's proprietary tracking software to troubleshoot and lead when necessary
- Monitor affiliate content and coverage as needed to ensure compliance with program terms
The Qualifications:
- Bachelor's degree in Marketing, Business, Commerce, Public relations or related fields
- 1+ years of related work experience
- Self-motivated and demonstrates initiative
- Excellent customer relationship management skills and ability to develop strategic partnerships
- Ability to work under pressure and deliver in results and goal-oriented organization
- Adaptable team player that is career-oriented
- Effective written and spoken communication in English Strong negotiation, analytical and implementation skills
- High attention to detail and strong writing and data analysis skills
- Proficient in MS Word, Excel, Outlook, PowerPoint, WordPress
- Knowledge of SEO, PPC, and email marketing an asset
- Legally entitled to work in Canada
At Fintel Connect, we are committed to fostering a diverse and inclusive workplace as an equal opportunity employer. We embrace individuals of all backgrounds, ensuring that everyone has the opportunity to thrive and succeed. Join us and be part of a team shaping the future of growth in the financial sector. For more about us, visit our website:Fintel Connect
Director of Customer Success (North America East)
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About Event Temple
Event Temple is a high-growth technology company based in Vancouver, BC. We are the world’s leading Hotel Sales and Catering software, we’ve been voted #1 in the Hotel Tech Awards 5 years in a row and we’re growing rapidly.
We help make travel and events happen. At Event Temple we believe in helping people of great character thrive and we are on a mission to create the future of sales and catering and be the most respected and innovative solution for hotels around the world.
About the roleWe are looking for a Hotel Director of Sales to join our Customer Success team as the Director of Customer Success, North America East. As such, you will manage the regional customer success team and our NA East/European customers, ensuring they are successful and making them superfans. You will help us continue building a world-class reputation among hotels and venues.
A Day In The LifeAs the Director of Customer Success, North America East, you’ll lead a talented team and ensure VIP customers’ success with Event Temple. You’ll manage onboarding, training, and proactive problem-solving while building and retaining a high-performing regional team. With your hotel sales expertise, you’ll drive success, foster innovation, and make a meaningful impact every day.
Critical Metrics:You’ll take the lead in driving customer loyalty and success across your region, ensuring high retention rates and minimal churn while boosting revenue. By delivering exceptional experiences, you’ll turn happy customers into powerful advocates, fueling growth through Customer Success Leads. You’ll own key metrics like Net Promoter Scores (NPS), Customer Satisfaction, and Time to Activate, empowering your team to deliver results.
Location:Located in the East Coast of Canada. This role is primarily remote/WFH.
Key Responsibilities- Assist our Head of Success to Hire, Manage, and Retain the North America East team.
- Drive CS KPIs, including NPS, CSAT, CSQL, NRR, and Churn for region.
- Retain customers for the NA East region.
- Onboard, train, and support customers.
- Training materials, webinars, and 1: many trainings.
- Must have: The successful candidate must have hotel experience in a director of sales or senior sales manager role . You are also a strong communicator, make data-driven decisions, and have excellent listening, prioritization, and planning skills.
- Preferred qualifications:
- Experience with technology and training.
- Experience with hotel sales software and PMS a plus.
- You’re a person who is self-motivated, resilient, and quick to adapt to new obstacles.
- You’re looking for an alternative to the corporate abyss.
- You want a place where your ideas matter and impact significantly.
- You value freedom, and you want to play on a winning team with others who feel the same way.
- You want to help build a future where there are more events, travel, and experiences, not less.
- It’s this long-term, bigger picture that makes you feel both inspired and engaged.
- Friendly co-workers.
- Work From Home/Remote.
- Health and dental benefits.
- Casual dress code (obv.)
- Competitive compensation.
- Building a company and being a part of a success story.
The eligible applicants will be contacted.
- 10-minute pre-screen.
- 1-hour tactical interview.
- 1-hour culture interview.
- 3 successful reference checks.
Salary range: $90,000 - $110,000 CAD
We don't offer relocation support for this job posting.
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Director, Client 360 (Client Relationship Management)
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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
Job DescriptionYou 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
QualificationsYou 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.
Additional Information
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.
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Customer Relationship Senior Business Analyst
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Salary:
dcbel Inc. ( is a growing company developing technology and designing products that will make clean, efficient, and sustainable energy accessible to all because everyone in the world deserves energy without compromise.
dcbel at the leading edge of the residential energy revolution, enabling decentralized energy consumption and production through its vertically integrated suite of energy hardware and software products, and their supporting infrastructure. Our flagship product, the dcbel Home Energy Station, is a small wall mounted device that gives everyone ownership over their energy supply by using solar power to charge their EV and home, unlocking their EVs battery for backup power (V2H), and optimizing the energy flow between their solar panels, EVs, backup battery and the grid.
The opportunity
dcbel is seeking a strategic and analyticalCustomer Relationship Senior Business Analystto enhance how we engage with our customers. In this role, you will lead initiatives to optimise our CRM systems and processes, ensuring they align with business objectives and deliver exceptional customer experiences. This role involves leading CRM-related projects, providing strategic direction, and ensuring the CRM system aligns with business goals. The Customer Relationship Senior Business Analyst acts as a bridge between business stakeholders and technical teams, translating business needs into actionable system requirements.
Main responsibilities
- Lead CRM Projects: Oversee the planning, execution, and delivery of CRM-related projects, including implementations, upgrades, and enhancements.
- Requirements Gathering and Analysis: Elicit, analyze, and document business requirements for CRM systems, translating them into user stories and functional specifications.
- System Optimization: Continuously evaluate and improve the CRM system to enhance user experience, streamline workflows, and maximize efficiency.
- Stakeholder Management: Build and maintain strong relationships with stakeholders across various departments, acting as a central point of contact for CRM-related matters.
- Solution Design and Validation: Collaborate with technical teams to design and validate CRM solutions, ensuring they meet business requirements and align with strategic objectives.
- Data Analysis and Reporting: Analyze customer data, identify trends, and generate reports to provide actionable insights for business decision-making.
- Training and Support: Develop and deliver training programs for CRM users, providing ongoing support and guidance.
- Change Management: Develop and implement change management plans for new CRM releases, including communication strategies and user training.
Key requirements
- University degree or equivalent in management Sales and Marketing or Computer Science
- 5 years of relevant experience in sales and marketing solutions in the area of market analyst, b2c solutions, marketing campaign
- In-depth understanding of CRM systems (e.g., Salesforce, Microsoft Dynamics CRM) and their functionalities.
- Ability to analyze complex data sets, identify trends, and translate findings into actionable insights. Creating dashboards using Power BI or Dynamics in-built dashboards.
- Strong communication, interpersonal, and collaboration skills to work effectively with diverse stakeholders and third party developers
- Experience managing projects, including planning, execution, and delivery.
- Proven ability to gather, analyze, and document business requirements using various techniques
- Knowledge of MS Dynamics Sales Enterprise, Marketing and support modules, in particular, working with tables, forms and fields. Creation of business processes/rules
- Experience of ecomm best practices Creation of knowledge articles in Confluence, managing work in Jira
- Knowledge of Power Apps, Automations and Pages
Bonus skills
- Bilingual English and French.
Profile
- Excellent problem-solving skills to identify issues, propose solutions, and mitigate risks.
What's in it for you
- Be part of a company that is backed by numerous globally respected investors and has world-changing patents in an industry changing for the first time in history.
- Grow your professional experience amongst blue chip partners and a close-knit team of committed and experienced energy experts who deeply care about the work they do.
- Full benefits package including Health insurance, Health virtual care, employee stock options plan (ESOP) and flexible hours. Parking available or with our employer commute program a short walking distance from Metro Namur.
VP - Client Portfolio Management (Fixed Income) - TD Asset Management
Posted 11 days ago
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Toronto, Ontario, Canada
**Hours:**
37.5
**Line of Business:**
TD Wealth
**Pay Details:**
$120,000 - $160,000 CAD
This role is eligible for a discretionary variable compensation award that considers business and individual performance.
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:**
**TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering progressive investment solutions to both institutional and individual investors. Client Portfolio Managers serve as investment team members dedicated to the needs of clients. Reporting to the Lead of Fixed Income Client Portfolio Management, the position serves as a central source of knowledge and expertise for our fixed income strategies.**
**The role acts as a critical link between portfolio management, distribution, legal and compliance, risk, and marketing teams. Successful candidates will require exceptional listening skills and the ability to comprehend the needs of the distribution teams on behalf of their clients. This role requires deep knowledge of the fixed income market and the ability to build and perform presentations for clients.**
**Key Responsibilities:**
+ **Act as a primary liaison between portfolio management and distribution teams/business development teams to identify opportunities and lead the delivery of investment insights to clients.**
+ **Represent TDAM's fixed income investment team in client, consultant and advisor meetings**
+ **Communicate TDAM's competitive advantages effectively through client-facing activities, investment solution analysis, presentation design, and investment writing.**
+ **Maintain comprehensive knowledge of the competitor landscape and keep distribution teams informed of industry trends.**
+ **Collaborate with distribution, investment and product teams to identify trends and propose new strategies and products to internal and external stakeholders.**
+ **Act as a subject matter expert in the creation of communication content.**
+ **Provide updates on market performance, draft opinion pieces, maintain template presentation materials, and write quarterly portfolio commentaries.**
+ **Collaborate with fellow Client Portfolio Managers to ensure consistent and high standards of quality and efficiency in the content delivered to clients and stakeholders.**
**Qualifications/Skills/Experience:**
+ **CFA designation, along with a relevant undergraduate degree.**
+ **Minimum of 10 years' experience in fixed income investments**
+ **Excellent communication and presentation skills, both verbal and written, with the ability to effectively convey complex solutions and influence stakeholders.**
+ **Strong analytical and problem-solving skills**
+ **Exceptional organizational skills, with the ability to manage multiple projects concurrently.**
+ **Strong business acumen and demonstrated ability to propel business growth**
+ **Proficiency in technology and its application in analytical and portfolio management settings.**
+ **Self-starter with the ability to function with minimal supervision and work effectively both independently and collaboratively within a team environment.**
+ **Ability to thrive in a fast-paced, time-sensitive, and dynamic team environment.**
+ **Understanding of the needs across a broad range of client channels, including retail and institutional investors.**
+ **Acumen in identifying process improvements and developing compelling value propositions for investment strategies.**
***4 days in the office required***
**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.