45 Relationship Management jobs in Canada

Job Description

Salary:

PORTFOLIO MANAGER, Successful Investor Wealth Management Inc.

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

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

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

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

KEY RESPONSIBILITIES

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

REQUIREMENTS (Qualifications, Experience & Skills)

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

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

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

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

Job Description

Company Description

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

#LI-Hybrid

You Will:

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

#LI-Hybrid

You Have:

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

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

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

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

MUFG is an equal opportunity employer.

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

Worker Type:
Student (Fixed Term)

Language(s) Required:
French

Term Duration (in months):
4

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

Get work experience to build your resume and your career:

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

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

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

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

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

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

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

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

Job Description

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.