OUR STORY TechInsights is the information Platform for the semiconductor industry. Regarded as the most trusted source of actionable, in-depth intelligence related to semiconductor innovation and surrounding markets, TechInsights' content informs decision makers and professionals whose success depends on accurate knowledge of the semiconductor industry—past, present, or future. Over 650 companies and 150,000 users access the TechInsights Platform, the world's largest vertically integrated collection of unmatched reverse engineering, teardown, and market intelligence in the semiconductor industry. This collection includes detailed circuit analysis, imagery, semiconductor process flows, device teardowns, illustrations, costing and pricing information, forecasts, market analysis, and expert commentary. TechInsights' customers include the most successful technology companies who rely on TechInsights' analysis to make informed business, design, and product decisions faster and with greater confidence. For more information, visit www.techinsights.com . WHY WORK WITH US Company-sponsored training and development opportunities Comprehensive benefits package (health, dental, vision, wellness, RRSP/401K Matching, annual fitness reimbursement) Flexible vacation policy Trusted device reimbursement program Community involvement opportunities through charitable alliances: https://www.techinsights.com/community-involvement Wellness resources and support I nclusive environment that prioritizes diversity, equity, and accessibility High-growth company driven by high performance Expected salary range: $61,540 - $65,160 CAD THE OPPORTUNITY: TechInsights is looking for a Sales Enablement Analyst to connect data with sales performance. You'll turn complex data into clear recommendations that help our sales team find high-value opportunities, decide where to focus, and close more deals. Reporting to the Director of Sales Enablement, you'll find warm leads in engagement data, research customers and market trends, and build the reports and dashboards leadership uses to steer the business. You'll use AI-powered analytics and research tools every day, and you'll help the sales team adopt them too. This is a good fit for an early-career analyst who wants to see their work tied directly to revenue. WHAT YOU'LL DO Data Analysis and Intelligence Find highly engaged contacts and active users within target accounts so the sales team can spot warm leads and prioritize outreach, using AI tools to uncover engagement patterns and build scoring models Research customers, competitors, and market trends, and give sellers timely news and insights that sharpen their strategies and pitches Analyze CRM and other data to evaluate sales performance, find ways to make the sales cycle more efficient, and use predictive analytics to forecast outcomes and recommend process improvements Reporting and Data Management Build and maintain reports and dashboards that track key sales metrics, including AI-generated insights and predictive analytics, so leadership can make informed decisions Keep data in Salesforce and other sales tools accurate and reliable through regular cleanup and AI-assisted validation Collaboration and Training Work closely with sales reps, sales leadership, and the Data Analytics team to understand what they need and deliver the right data and insights Help create training materials and best practices that support the sales team's use of data and adoption of AI tools WHAT YOU'LL BRING 1–3 years of experience in data analysis, business intelligence, or a related analytical role Advanced Excel skills, including pivot tables, VLOOKUP, INDEX/MATCH, and data modeling Experience with BI and visualization tools such as Power BI or Tableau Working knowledge of CRM systems, including pulling data and building reports (
Live Job Feed
Find Your Dream Career
Thousands of curated opportunities from top companies — filter by role, salary, and remote preference to find your perfect fit.
8,381 jobs
Mission of this Role The Strategy Manager is the senior operational layer of Foundation's strategy practice. This role exists to own client relationships at the oversight level, develop the strategists beneath them, and free VP-level leadership to operate on business growth, team architecture, and company direction. The Strategy Manager is accountable for strategic quality across a $2M+ book of business, acts as the primary escalation point for their assigned accounts, and takes full ownership of the people leadership gap that currently sits between individual strategists and VP-level oversight. They are expected to hold positions, defend recommendations under pressure, and grow the capabilities of their team without waiting to be asked. Key Responsibilities Own the Client Oversight Relationship Serve as the senior point of contact for each account in your book, building and maintaining relationships with budget decision-makers and senior client stakeholders. Act as the primary escalation owner when strategic direction is challenged, client expectations are at risk, or a situation requires a more senior voice. Host strategy presentations, sell the direction, and hold your ground under pushback. Clients should feel they have a senior strategic partner, not just access to a team. Maintain a clear, current view of account health across your entire book, surfacing risks to the VP of Strategy before they become problems. Drive Strategic Quality Across Your Book Oversee GEO and content strategy execution across every account you own, ensuring work is aligned with the defined strategic direction and meeting client-specific KPIs. Provide meaningful oversight review on strategic deliverables including content plans, QBRs, and monthly reporting, identifying drift, outdated assumptions, or missed opportunities. Bring a GEO-first lens to every account. You should be fluent in generative and answer engine optimization, and it should show in how you review and elevate the work. Partner with Account Management on each shared client to ensure contracts, upselling, and cross-team coordination are handled cleanly and strategically. Lead and Develop the Team Manage 3-5 strategists with real accountability for their development, not just their output. Build meaningful PDPs, run structured 1:1s, and move people along the specialist-to-strategist path. Coach strategists on call confidence, client communication, and the ability to own and defend strategic positions. The most common development gap on this team is deference; your job is to close it. Score and review strategist client calls using the Foundation performance rubric, delivering specific, actionable feedback that names patterns and sets expectations. Develop team GEO capability. Ensure the strategists you lead can articulate and execute generative engine optimization with confidence, not just describe it. Flag performance concerns to the VP of Strategy early, with supporting evidence, rather than waiting for a formal review cycle. Support Revenue Growth and Account Expansion Identify upsell and expansion opportunities within your book and route them to Account Management with a clear strategic rationale. Participate in strategic sales conversations for new accounts where your subject matter expertise adds credibility and conversion value. Contribute to Foundation's GEO positioning by staying current on platform shifts, citation behavior, and AI-search trends, and by surfacing what matters to the wider team. You Might Be a Fit If You... Have moved past legacy SEO and actively build content and GEO strategies for generative and answer engine visibility, not as an add-on but as a core discipline. Are fluent in B2B and SaaS/tech client relationships
Actionstep is a pioneer in the development and sale of software-as-a-service (SaaS) products, specializing in the delivery of Legal Practice Management and Accounting software. We are a fast growing, dynamic business with a global customer base and team. With team members in the United Kingdom, United States, New Zealand and Australia, we are dedicated to helping thousands of lawyers worldwide run highly successful legal practices. We?re looking for a Customer Support Analyst to join our fast-growing support team. Reporting to the Customer Support Team Leader, you will be charged with providing exceptional customer service as the first contact point for our users, on the CRM platform we build, run and support in-house. To be successful in this role, you will have minimum 3 years of demonstrable experience working in a Help Desk / Customer Service role. You are an expert at identifying the root issue presented by a user, through your strong aptitude at identifying a problem?s root cause and quickly finding and implementing steps to remediate it. You?re technically minded and take to new systems with ease. Your customer centricity is central to how you excel in the work you do, and supporting and resolving customers brings you as much satisfaction as it does to the users you support. Reporting to the Customer Support Team Leader, the Customer Support Analyst will manage a daily workflow of managing new and open tickets, running screenshares with users to determine next steps on resolutions, and working across the Customer and Support teams to document and share product knowledge. This role will primarily support business hours across the Pacific and Mountain time zones. Respond to inbound live chats and emails within an acceptable timeframe and with a response that is informative, helpful, and genuine. Manage a queue of tickets with competing priorities, to ensure those of most importance are addressed first and receive the right level of support, dependent on the nature of the query raised. Investigate and resolve inbound tickets through the use of outbound phone calls, screen sharing session, live chats or emails back to the original reporter. Resolve enquiries efficiently while addressing the core problem to solve for the customer. Adopt a ?First Time Right? mindset to ensure the enquiry is resolved on the spot where possible. Escalate tickets when appropriate and with all relevant information, to the suitable person/team; whether that be internally within the Support team, externally to a third-party, or across to our development teams. Balance the needs of the business and the customer to prioritise enquiries appropriately. Set realistic and correct expectations with the customer and stakeholders. Flexible and adaptable to the changing needs of our business and customers. Provide consistent and regular updates to our users on any active issues they?re experiencing and help to represent the urgency of the user to internal teams. Meet all SLAs and goal targets set out by your leader, to deliver an exceptional customer service experience, focused around: Customer Satisfaction First Response Rate Average Response Time Escalation/resolution rates Responsiveness to customer enquiries Attention to detail when investigating issues Efficiency when managing multiple priorities Collaboration with other team members (inside support and other business units) Any relevant OKRs that are in place for the team Requirements Essential Minimum 3 years of customer-facing experience, in a customer support/service or help desk role, ideally supporting a SaaS technology platform. Previous experience working at Level 1 and Level 2
Our client is seeking a Customer Success Manager who is a people-focused leader, operationally minded, and passionate about delivering an exceptional customer experience. This newly created role will lead a customer operations team, oversee order management processes, and act as a key link between Sales, Finance, Operations, Production, and Logistics. The successful candidate will have the opportunity to bring structure, improve processes, develop a high-performing team, and support the organization's continued growth. What our client has to offer: Competitive salary range of $90,000 - $120,000 3 weeks vacation 100% employer-paid benefits 5 paid wellness days Employee discount program Stable, growing organization with significant growth initiatives underway Responsibilities: Lead, coach, and develop a customer operations team across multiple shifts through a team of supervisors and leads. Oversee scheduling, staffing coverage, attendance, and day-to-day team performance. Ensure accurate and timely processing of customer orders while maintaining a high level of service. Act as a key liaison between Sales, Operations, Production, Logistics, and Finance to ensure orders are fulfilled efficiently. Manage customer inquiries and escalations, ensuring a positive customer experience. Establish KPIs, performance metrics, and accountability across the department. Identify and implement process improvements to support efficiency, scalability, and service excellence. Support operational transformation initiatives, including the implementation of a new ERP system. Qualifications: Proven leadership experience within customer operations, customer service, order management, inside sales, or a similar environment. Sales-centric mindset with a strong focus on building relationships, solving problems, and delivering exceptional customer experiences. Experience improving processes, implementing structure, developing KPIs, and driving accountability within a team. Experience with ERP systems and business transformation initiatives is considered a strong asset. This posting is for an open vacancy currently available within our client's organization. Interested and qualified candidates please apply today. We would like to thank all applicants however only those under consideration will be contacted. To be eligible for this role, you must be legally eligible to work in Canada. Please note that we use AI tools as part of our recruitment process to enhance efficiency and improve candidate experience. #IND1
About Unblu Unblu helps the world's leading banks and insurance companies deliver conversational finance solutions. We provide highly secure engagement and collaboration software, enabling financial institutions to enrich the digital experience of their clients. By choosing a career with Unblu, you choose to join an international and innovation-savvy company. With our head office situated in Basel, Switzerland, and additional offices in Bulgaria, Germany, the UK, Canada, and the USA, you?ll be joining an international team dedicated to shaping the future of digital engagement. While Unblu is run as an independent company with global scope, we are fortunate to have Swiss Post as our anchor shareholder, providing long-term support and vision to the company. The Sales Executive drives new business and expansion revenue for Unblu within the financial services sector, selling both directly to institutions and through our partner network. The role owns the full sales cycle from prospecting to close and is central to building a scalable, sustainable growth engine for Unblu's customer base. Requirements Duties and responsibilities: Build and manage a pipeline of qualified opportunities sufficient to meet or exceed quota. Run the full sales cycle - prospecting, qualification, demoing, negotiation, and close - for both new and existing customers. Identify and evaluate potential new partners, and support their onboarding. Own escalated customer requests and issues through to resolution, acting as the customer's advocate within Unblu. Represent Unblu at industry events, conferences, and webinars. Skills and competencies: Deep understanding of the retail banking market in Canada and the United States, from community and regional banks to large multinational institutions. Deep understanding of the wealth management market, spanning small and mid-sized RIAs and independent advisors up to large-scale asset managers and institutional servicing firms. Working knowledge of web technologies and how digital customer engagement channels are implemented. Proven ability to demo complex software applications to technical and non-technical audiences and an ability to be self-sufficient throughout the sales cycle. Strong business acumen and commercial judgment. Skilled in prospecting, client consultation, problem-solving, closing, and managing multiple accounts concurrently. Self-motivated and effective working independently. Qualifications: 4+ years of proven success selling client-facing software solutions. 2+ years of proven success selling into the financial services industry. Track record of consistently meeting or exceeding quota. Additional Requirements: Fluent in English; French is a strong asset. Ability to travel within Canada and the United States and occasionally to Europe. Benefits Work alongside talented colleagues from over 30 nationalities across 8 dynamic locations. Enjoy a competitive salary, 5 week holiday and great referral bonuses. Extended health and dental benefits that kick in on day 1. Benefit from flexible working hours and a fully remote working environment that fits your lifestyle. Take advantage of our commitment to professional growth with access to the latest tools and technologies. Choose the hardware and OS that suits you best - Linux, Windows or MacOS. Make sure to have a look at our Glas
Reach — qualified candidates
Post your job today and get applications within 24 hours.
Description Veriforce is a leader in contractor compliance and supply chain risk management, helping the world's most safety-conscious organizations protect their workers, their reputation, and their operations. As Account Executive, you will own a defined geographic territory and drive new business growth across one or two of the key industries; including Oil & Gas , Mining, Utilities, and Manufacturing. This is a full-cycle, new-logo sales role. You will take opportunities from prospecting and qualification through solution positioning, demonstration, negotiation, and close articulating clear business value and driving adoption of Veriforce solutions with the organizations that need them most. What that means day-to-day: 1. Build Pipeline & Prospect Relentlessly ? Build and maintain a healthy pipeline of qualified opportunities with strong coverage against quota ? Execute outbound and account-based prospecting strategies in close partnership with BDRs ? Prioritize and systematically engage ICP accounts across your territory 2. Qualify with Rigor (MEDDIC / BANT) ? Lead structured discovery to uncover business drivers, urgency, and decision dynamics ? Validate ICP fit and apply deal qualification rigor early ? and revisit it throughout the cycle ? Build multi-threaded relationships across economic buyers, champions, and influencers 3. Sell on Value ? Map customer challenges to Veriforce solutions across compliance, risk reduction, and operational efficiency ? Own and deliver product demonstrations tailored to each customer's use case ? Develop ROI-driven business cases that give champions the tools to sell internally 4. Negotiate & Close ? Build compelling, value-based proposals aligned with customer objectives and internal pricing frameworks ? Lead commercial negotiations with a structured, disciplined approach ? Engage leadership and legal at the right moments to accelerate ? not slow ? the deal 5. Bring the Market Inside ? Stay current on industry trends, competitive dynamics, and evolving customer needs ? Feed insights back to Product, Marketing, and GTM leadership ? Contribute to the continuous improvement of sales processes and playbooks How Success Is Measured ? Revenue performance: New ARR closed vs. quota, win rate on qualified opportunities, average deal size, and sales cycle length ? Pipeline health: Pipeline coverage ratio, qualified opportunities created, and depth of ICP account engagement ? Sales effectiveness: Stage-to-stage conversion rates, proposal-to-close ratio, and the share of deals with a documented business case and full qualification ? Forecast reliability: Forecast vs. actual variance and CRM discipline ? Customer outcomes: Quality of onboarding handoff, implementation readiness at close, and customer satisfaction in the first 90 days What you?ll need to be successful: ? 3+ years of full-cycle B2B sales experience, with a proven record of exceeding new-business quota ? Experience selling into industrial sectors ? Oil & Gas, Mining, Utilities, or Manufacturing required ? Command of a structured sales methodology (MEDDIC, BANT, Challenger, or similar) and disciplined CRM habits ? A hunter's mindset: comfortable with outbound, resilient in long cycles, and energized by opening new doors ? Executive presence and the ability to multi-thread across operations, HSE, procurement, and the C-suite ? Strong business acumen: you can build an ROI case and defend it in a negotiation ? Willingness to travel within territory as required What you?ll get in return: We want you to be able to do your best work here. We emphasize providing many ways to support our team to d
Job Description We are recruiting for an Account Executive responsible for hunting and landing new customer opportunities. We are looking for a driven self-starter able to generate revenue and development in western Canada. This is an exciting opportunity with a company very focused on growth. This sales team member should have experience with the Sales process, from developing opportunities from their own network as well as mining opportunities from a CRM. Experience in Canadian sovereign data centre, private cloud and data protection solutions an asset. Private cloud, data center services, colocation experiences are nice to have. Requirements Data center services
Education: Secondary (high) school graduation certificate. Tasks: Direct and control daily operations . Plan and organize daily operations. Manage staff and assign duties. Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales. Determine merchandise and services to be sold. Implement price and credits policies. Locate, select and procure merchandise for resale. Develop and implement marketing strategies. Determine staffing requirements. Resolve issues that may arise, including customer requests, complaints and supply shortages. Recruit, hire and supervise staff and/or volunteers. Supervise office and volunteer staff. Supervision: 3-4 people. Work conditions and physical capabilities: Fast-paced environment. Combination of sitting, standing, walking. Experience: 7 months to less than 1 year. Employment terms options: Evening. Morning. Night. Day. Weekend.
Adecco is currently hiring a Regional Sales & Merchandising Manager for a full-time opportunity in the Greater Toronto Area, with travel to Ottawa, ON. This role is ideal for professionals with experience in retail operations, field sales, merchandising, trade marketing, category management, territory management, and team leadership. You will be responsible for driving retail execution, managing field teams, supporting customer growth initiatives, and ensuring merchandising excellence across multiple retail channels. Pay Rate: $52.88/hour + Bi-weekly $461.53 car expense Location: GTA, ON | Ability to travel to Ottawa, ON | Remote work arrangement Shift: Monday-Friday | 9:00 AM -5:00 PM Job type: Temporary with possibility of permanence | Full-time Vacancy Status: This posting is for an existing vacancy . Here's why you should apply: Paid weekly accurate and on time Strong health and safety programs Medical and dental benefits once qualified Free training programs New and quicker onboarding process Responsibilities: Retail Sales & Business Development Execute retail and commercial strategies across assigned territories. Support customer growth through merchandising, promotions, pricing, and product placement initiatives. Identify opportunities to increase sales, market share, and retail presence. Build and maintain strong relationships with customers, brokers, and retail partners. Team Leadership & Retail Execution Lead, coach, and develop a team of merchandisers to achieve performance targets. Conduct store visits, audits, and business reviews to ensure execution excellence. Support onboarding, training, and development of field teams. Monitor KPIs and implement action plans to improve performance. Planning, Budgeting & Analysis Manage regional budgets, trade spend, and retail investments. Monitor performance metrics, analyze results, and identify opportunities for improvement. Support forecasting, reporting, and business planning activities. Ensure compliance with merchandising standards, promotional programs, and customer agreements. Stakeholder Management Act as a liaison between field teams and internal departments. Communicate market insights, opportunities, and execution results. Support issue resolution and continuous improvement initiatives across the business. Qualifications and Skills: Bachelor's degree in business, Marketing, Commerce, or a related field. 4-7 years of experience in retail operations, merchandising, sales, category management, or trade marketing. Experience leading and developing field sales or merchandising teams. Strong understanding of retail, wholesale, and distribution environments. Experience managing budgets, forecasting, and financial performance. Strong negotiation, relationship-building, and communication skills. Experience with trade marketing, promotional execution, and category management. Advanced analytical, reporting, and presentation skills. Proficiency with Microsoft Office and business reporting tools. Knowledge of the Canadian retail landscape is considered a strong asset. Must be legally eligi
Application Deadline: 10/08/2026 Address: 100 King Street WestJob Family Group: Wealth Sales & ServiceBMO Private Wealth is centered on long term client relationships. We support high net worth clients and families with tailored advice across investments, planning, and complex banking needs. Our teams work closely together to deliver a high touch, personalized experience, balancing strong investment discipline with proactive service and trusted advice.The Client Service Assistant role sits within Nesbitt Burns, the full service investment advisory platform within Private Wealth, supporting high net worth clients through personalized advice and long term relationships.The Client Service Associate role supports a large advisory team consisting of two Investment Advisors (IAs, five Investment Associates and three Client Service Associates (CSA). This role is integral to the day-to-day operations of the advisory practice and is focused on delivering exceptional client experiences while supporting the achievement of business objectives.This is an administrative-focused role committed to managing and growing client relationships through high quality service delivery, attention to detail and proactive support.Provide proactive administrative support including calendar management, meeting coordination, travel arrangements, expense reporting, and preparation of correspondence and materials.Act as a key point of contact for internal and external stakeholders, prioritizing communications and handling sensitive matters with professionalism and confidentiality.Prepare agendas, presentations, reports, and briefing materials; track action items and follow up as required to ensure timely execution.Coordinate logistics for meetings, town halls, training sessions, and events (virtual and in person), including room bookings, materials, technology, and attendee communications.Support workflow management by organizing documents, maintaining records, and ensuring information is accurate, current, and accessible.Liaise with branch operations, advisory teams, HR, Compliance, Technology, and other internal partners to support business priorities and initiatives.Handle highly sensitive and confidential information with discretion, in alignment with BMO policies, privacy standards, and regulatory requirements.Ensure administrative processes and documentation adhere to internal guidelines and risk management standards.Anticipate executive needs, proactively resolving administrative issues and improving processes to enhance efficiency and effectivenessContribute to a collaborative team environment.Leads the planning, coordinating and implementation of events.Manages and monitors calendars and upcoming events. Dispatches meeting invitations, books meeting rooms and arranges for resources and other requirements in support of smooth and efficient meeting facilitation. Supports the coordination and implementation of department events.Processes invoices for payment in adherence with documented processes and guidelines and vendor agreementsPrepares and logs departmental expense claims and reports. Tracks expenses to ensure they stay within budget.Makes travel arrangements, booking flight/hotel reservations as needed.Collaborates with internal and external stakeholders in order to deliver on business objectives.Qualifications:Typically between 1 - 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an assetKnowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an assetFamiliarity with technology applications and software used in the financial planning and investment industry. Must meet the Investment Representative licensing with CIRO and certi
Application Deadline: 10/15/2026 Address: 3985 Highway 7 East Job Family Group:Wealth Sales & Service BMO Nesbitt Burns has been a cornerstone of Canada's investment industry for more than a century, with roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market knowledge with the strength and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment Management, Private Banking, Wealth Planning, and Trust & Estate. This integrated approach enables a more personalized client experience while giving team members exposure to a broad range of expertise, capabilities, and career paths. We foster a culture of collaboration, professionalism, and continuous growth-where individuals are supported to develop both personally and professionally while delivering exceptional outcomes for clients The investment Associate is a client-focused role, committed to managing and growing client relationships through the delivery of service and advice. Assesses individual client investment needs to provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals. Develops and retains long-term client relationships and delivers an exceptional client experience. Identifies and makes referrals to other business groups. Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.Partners with lead advisor(s) to build and nurture relationships with COI's and business partners; working collaboratively within the team and with internal partners to identify opportunities for growth and deliver on client needsSupports client growth objectives set by team/lead advisor by proactively engaging in sales, business development and marketing activities including, but not limited to, telephone prospecting, community, networking, seminars, campaigns.Prepare and executes on client portfolio reviews as directed by the lead advisor including meeting preparation, report generation, client communication and conducting investment research or generating proposals as appropriate.Provides advise to clients. Contacts clients to explain and executes investment concepts, wealth plans, and supports the recommendation and delivery of other wealth management offerings to clients as directed by the lead advisor(s).Escalates complex or unresolved client situations and complaints.Executes work to deliver timely, accurate, and efficient service. Participates and supports the lead advisor(s) in preparation of annual business plans, execution and progress tracking aligned to growth objectives.Prepares financial plans for clients to meet common financial goals, e.g., retirement.Provides appropriate advice around what is requested regarding tax efficiency, legal implication, financial impact, and fees involved or engages appropriate partners.Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.Assists in creating new investment portfolios and identifies changes to be made.Assesses fees, determines overall household fees and coordinates with internal partners as applicable.Manages the efficient and effective running of the support office; trains new team members and branch support staff.Develops business with clients / prospects using proactive selling and marketing techniques (e.g. telemarketing, networking, seminars, community involvement).Explains and executes investment concepts, portfolio construction and management, and other wealth management strategies.Supports branch or team business objectives by identifying opportunities that opt
Are you looking for a place to showcase your client relationship skills? We're expanding our Wealth Management team and searching for a passionate, driven and energetic candidate for the position of a Licensed Associate, Wealth Solutions. Skyline Wealth Management, a division of the Skyline Group of Companies, is a premier wealth planning and investment firm that offers clients a best-in-class investor experience, and a comprehensive approach to unique alternative investment products and financial planning services. This full-time position will be located in Guelph or Oakville, ON. Compensation : Starting at $65,000.00 annually plus commission. The Associate, Wealth Solutions is responsible for acting as a point of contact for all inquires from Skyline Wealth Management investors and delivering an exceptional and consistent customer service experience. This position is primarily responsible for deepening the client relationship to maintain investor engagement and where applicable, support the Relationship Manager in identifying new business with existing investors, while supporting Skyline's shared goal of creating meaningful value and an exceptional experience for our customers, our people and our communities. What we look for: Passion - for investment management, finance and economics. Knowledge - of exempt market investments and holistic financial planning. Experience - at least 2 years related investment management experience servicing high-net worth clients and offering financial advice. You also have the ability to problem solve effectively and plan independently. Professionalism - it means so many things, but to us it's about taking pride in the quality of service we provide to our customers. Personality - you're the individual with a great sense of humour that everyone wants to talk to! Not only do you know how to make a positive first impression, you know how to make it last. Communication - you can build and solidify investor relationships through regular and consistent communication via email, phone calls or in-person meetings. Engagement - you love the process of qualifying investors and taking them through the entire sales process from education and information to advice on investing. You know how to analyze each client's financial status and discuss their financial options with ease. Diligence - you understand that being thorough is crucial and strong attention to detail is a must when tracking sales activities in Client Relationship Management (CRM) tools, like Salesforce. Education - a University Degree in Business, Economics, Accounting, or Finance is preferred, and the ability to meet all regulatory requirements to be registered as a Dealing Representative for an Exempt Market Dealer. CSC required and CPH preferred. Why you want to work here: You are the epitome of a people person and much like your humble demeanor, providing excellent customer service is what will make you successful here. You want to thrive in an atmosphere built on strong relationships, hard work and quality service. You are eager to help build a business you believe in and fiercely driven to make your mark in a competitive industry. You get a thrill from working with a great team of co-workers and truly enjoy collaborating with others. Sharing your love of exempt market products with others is what gets you out of bed in the morning. Working for a growing company that supports environmental stewardship and social responsibilities is a must for you. Learn more about our sustainability commitments here . Why Skyline? Skyline is a capital management company that acquires, develops, and manages real estate properties and clean energy assets,