Location
toronto, on, Canada
Posted
June 19, 2026
Job Description
Enhance client relationships as a Bilingual Account Manager in Wealth & Brokerage Services based in Toronto or Montreal. This hybrid opportunity focuses on client guidance and operational excellence.
This contract position lasts six months with a strong potential for conversion. You will monitor client portfolios, address service requests, and support operational workflows. With 1-2 years of relevant experience, you will leverage your skill set in economics and finance to foster client engagement and drive satisfaction.
Key Responsibilities:
• Maintain professional relationships with clients and brokers
• Act as a liaison for service execution
• Document and track service issues systematically
• Support financial transactions and operational tasks
• Stay updated on products and client needs
Requirements:
• Degree in a related field like Business or Finance
• 1-2 years of wealth management experience
• Fluency in English and French, both written and spok...
This contract position lasts six months with a strong potential for conversion. You will monitor client portfolios, address service requests, and support operational workflows. With 1-2 years of relevant experience, you will leverage your skill set in economics and finance to foster client engagement and drive satisfaction.
Key Responsibilities:
• Maintain professional relationships with clients and brokers
• Act as a liaison for service execution
• Document and track service issues systematically
• Support financial transactions and operational tasks
• Stay updated on products and client needs
Requirements:
• Degree in a related field like Business or Finance
• 1-2 years of wealth management experience
• Fluency in English and French, both written and spok...