Job Description
Gestionnaire de Comptes – Wealth & Brokerage Services (Toronto ou Montréal)
Bilingual Account Manager – Wealth & Brokerage Services (Toronto or Montreal)
Contract & Compensation
Contract: 6 months with potential for permanent. Base pay: $25–30 /hr. Hybrid working arrangement: 4 days in office. Business professional attire required.
Responsibilities
- Build and maintain strong, professional relationships with assigned Portfolio Managers and Introducing Brokers.
- Act as the liaison between clients and internal operational teams to ensure seamless execution of service requests.
- Provide guidance on policies, procedures, and platforms that impact clients’ day‑to‑day operations.
- Ensure prompt, thorough resolution of client issues, while identifying opportunities for process improvement.
- Keep clients informed of new products, developments, and service offerings ...