Associate Client Portfolio Manager

Ebury supports businesses aiming for international growth and extends that same commitment to its employees. The team values innovation, collaboration, and practical problem-solving. Every employee is encouraged to contribute, develop skills, and feel part of the group. Role Overview Title: Associate Client Portfolio Manager Location: Toronto (office based) Earnings: Performance-based, with strong potential for high earnings This position focuses on managing a portfolio of corporate clients from Ebury’s Toronto office. The Associate Client Portfolio Manager handles account setup, relationship management, and trade execution. A background in dealing, trading, or account management is important for success in this role. Client Portfolio Managers at Ebury advise clients on foreign exchange risk, develop transaction strategies, and execute trades. The role combines client service with business growth, offering the chance to make a direct impact on both client outcomes and Ebury’s success. Top performers often move into leadership roles, guiding and mentoring others. Main Responsibilities Manage a portfolio of corporate clients, executing products such as FX hedging, lending, payments, and cash management. Promote Ebury’s product range to improve client satisfaction. Work closely with the sales team to identify new business opportunities. Understand client industries and strategies to recommend tailored solutions from Ebury’s suite. Assess competitors’ strengths and weaknesses to position Ebury’s banking solutions effectively. Meet KPIs, including generating repeat and new business, reducing client attrition, upselling and cross-selling, and increasing wallet share. Build and maintain strong client relationships through meetings and presentations. Share ideas, proposals, and updates confidently. Expand existing accounts and share client insights with product and technology teams. Grow new business by networking with current clients and seeking referrals.

Ebury empowers ambitious businesses to achieve global growth, and we extend the same philosophy to our employees. We cultivate a culture of innovation, collaboration, and problem-solving, creating an inclusive environment where everyone feels valued and supported in their journey to success.If you are a team player eager to revolutionize how businesses operate on a global scale, we encourage you to reach out - we would be thrilled to explore how Ebury can elevate your career and help you shape the future.Senior Client Portfolio Manager / FX DealerEbury Toronto - Office basedCompensation: $100,000 base salary + commission (OTE of up to $250K+)We are seeking an experienced Client Portfolio Manager for our Toronto Office. The ideal candidate will possess a strong background in dealing, trading, and account management. You will oversee a substantial active portfolio of clients, managing trading account setups, relationship management, and deal execution.Our CPMs provide tailored advice and strategies to help clients mitigate their FX risk challenges. You will plan, structure, and execute deals, ensuring optimal value for our clients while contributing to Ebury’s growth.Our top CPMs progress to lead and mentor teams, inspiring the next generation to excel in their roles.Key Responsibilities of a Client Portfolio ManagerManage a portfolio of corporate clients, executing various products including FX hedging, lending, payments, and cash management. You will promote Ebury’s extensive product offerings, ensuring a premier client experience.Collaborate with a successful sales team to drive business development. Understand clients' business landscapes, strategies, and industries to offer the most effective solutions using Ebury's comprehensive product suite.Analyze competitors' offerings to strategically position Ebury’s Banking solutions.Achieve specific KPIs, including generating repeat and new business revenues, minimizing client churn, upselling and cross-selling multiple relevant products, and increasing wallet share.Build and maintain strong client relationships through meetings, confidently presenting ideas, proposals, and updates.Expand existing business and foster new opportunities.

Ebury is seeking a Senior Client Portfolio Manager (FX Dealer) for its Toronto office. This office-based position centers on managing a significant portfolio of corporate clients, with a primary focus on foreign exchange (FX) trading, account management, and building strong client relationships. Key Responsibilities Manage a portfolio of active corporate clients, overseeing trading account setup and execution of deals. Execute a variety of products, including FX hedging, lending, payments, and cash management solutions. Advise clients on tailored FX risk strategies and solutions to deliver optimal value. Promote Ebury’s product offerings to deepen client relationships and enhance the overall client experience. Collaborate with the sales team to support business origination and gain insight into client needs, strategies, and industries. Analyze competitors to effectively position Ebury’s banking solutions. Meet key performance indicators by generating new and repeat business revenue, minimizing client churn, and increasing wallet share through upselling and cross-selling. Develop and maintain strong client relationships, presenting ideas and proposals confidently in meetings. Drive business growth by expanding existing client accounts and contributing to Ebury’s overall expansion. Growth and Development Top performers in this role often move into leadership and training positions, helping to develop future talent within Ebury. Location This position is based in Toronto and requires working from the office. Compensation Base salary: $100,000 Commission: On-target earnings (OTE) of up to $250K+

Role Overview Mufg Investor Services is hiring a Senior Associate Director, Client 360, based in Toronto. This leadership role centers on client relationship management. The position plays a central part in developing and refining client engagement strategies, aiming to deliver strong service and results for clients. What You Will Do Shape and improve how the organization engages with clients Work with teams across departments to deliver coordinated solutions Oversee the implementation of Client 360 initiatives Ensure the organization meets and exceeds client expectations

About UsAt Momentum Financial Services Group, we are dedicated to empowering individuals by reimagining financial solutions for those who require it the most. With over 40 years of industry expertise, we are the driving force behind Money Mart, Canada's largest non-bank branch network, and a pioneer in offering financial solutions to underserved communities.We provide a range of products including short-term loans, money transfers, and prepaid cards, connecting millions of customers with the financial resources they need, precisely when they need them.At MFSG, we collaborate across teams and functions to create meaningful solutions that eliminate barriers, granting access to financial resources that might otherwise be unavailable. Whether you're addressing challenges, developing systems, or refining strategies, your contributions make a significant impact on real lives.Your BenefitsCompetitive Compensation – Salary aligned with experience and market trends.Annual Discretionary Bonus – Recognizing individual and company performance.Comprehensive Benefits Package – Fully covered health and dental coverage, along with an Employee Assistance Program.Retirement Savings Plans – Assisting you in planning for a secure future.Hybrid Work Model – Flexibility to balance remote and in-office collaboration, with access to creatively designed corporate spaces.Additional Perks – Tuition reimbursement, professional development opportunities, discounts via Perkopolis, and recognition programs celebrating your contributions.

Join a ChallengerAt Equitable Bank, we are not your traditional bank. Our mission is to innovate and provide exceptional banking solutions tailored for Canadians. How do we achieve this? By fostering a team of talented, inquisitive, and dynamic challengers who are committed to breaking the mold. If you have a passion for transforming the future of banking while enjoying the process, this opportunity may be your next career milestone.Equitable Bank, Canada’s Challenger Bank™, has a rich history spanning over 50 years. Today, we proudly serve more than 780,000 customers nationwide through our EQ Bank digital platform, recognized as one of Canada’s top banks on the Forbes World's Best Banks list since 2021. Our wholly-owned subsidiary, Concentra Bank, collaborates with credit unions across Canada, serving over six million members combined, managing over $138 billion in assets.The RoleAs an integral member of our expanding and vibrant Commercial Portfolio Management team, the Commercial Account Manager will be responsible for underwriting renewals, assumptions, and conducting annual reviews for all commercial mortgage product types. You will ensure adherence to established policies and underwriting standards, fulfilling compliance and control requirements while delivering timely solutions to clients to meet service goals and retention targets. Additionally, you will undertake credit-related tasks, manage reports, oversee the pipeline, and cultivate relationships with external business partners, as well as various departments within the organization.

Become a Trailblazer in BankingAt Equitable Bank, we break away from conventional banking norms to innovate financial solutions tailored for Canadians. If you're eager to reshape the future of banking and enjoy a dynamic work environment, this role could be the perfect fit for you!We have grown significantly, serving over 800,000 customers through EQ Bank, Canada's Challenger Bank™, and with over 50 years of experience. Our partnership with Concentra Bank supports credit unions that collectively serve more than six million members. Together, we manage over $142 billion in assets, driven by our commitment to transform Canadian banking to enhance people's lives. Our EQ Bank digital platform has been recognized by Forbes as one of the top banks in Canada since 2021.Your RoleThe Senior Manager of Portfolio Management within the Commercial Finance Group (CFG) will be an integral part of our Commercial Portfolio Management team. Reporting to the Director of Portfolio Management, you will lead a team of Account Managers and provide strategic oversight on a diverse portfolio of conventional and construction mortgages, valued at over $3 billion, across Canada.Your main responsibilities will encompass supervising and mentoring Account Managers and Underwriting Associates to ensure compliance with company policies and the effective management of the CFG portfolio, particularly the construction segment. This will involve ongoing loan monitoring, conducting annual reviews, and facilitating amendments or modifications, while strategically utilizing delegated authority for transaction approvals.

Equitable Bank, operating through eqbank, is dedicated to driving innovation within Canada's financial sector. The organization encourages creative thinking and values employees who are willing to challenge established norms in banking. Role overview The Senior Account Manager - Portfolio Management joins the Commercial Portfolio Management team in Toronto. This role is responsible for overseeing a portfolio of lending partners and their mortgage assets, managing the process from initial funding through to maturity. The portfolio includes complex construction, renovation, and other mortgage types, secured by various asset classes. Typical deal sizes range from $5 million to $50 million, with some syndicated transactions exceeding $150 million. Main responsibilities Manage daily operations for assigned lending partners and their mortgage portfolios. Oversee portfolios that include construction, renovation, and other secured mortgages. Participate in large syndicated transactions when required. Provide strong customer service by underwriting renewals, assumptions, refinances, and loan modifications to achieve annual retention goals. Ensure all activities adhere to established policies, underwriting standards, and regulatory requirements. Assess and manage portfolio risk, maintaining alignment with the Bank’s risk appetite and lending guidelines through regular annual reviews. Handle credit-related tasks, administrative duties, reporting, and manage the deal pipeline. Build relationships with external business partners and collaborate with internal teams. Serve as a subject matter expert, offering training and mentorship to junior team members. What success looks like Clients receive timely, knowledgeable service tailored to their needs. Portfolios remain compliant and within established risk parameters. Team members benefit from your expertise and support. Strong working relationships are developed with both colleagues and external partners. Location This position is based in Toronto, Ontario.

The Associate, Client Experience plays a pivotal role in enhancing client satisfaction by assisting the Manager, Client Experience in a variety of operational tasks. Key responsibilities include the meticulous processing and maintenance of policy documentation, ensuring data integrity, and efficiently addressing customer inquiries. The associate will also support administrative functions and uphold client records, facilitating the delivery of outstanding service to our clientele.

Equitable Bank, through EQ Bank, serves more than 800,000 clients and manages over $142 billion in assets. With a history of more than fifty years as Canada’s Challenger Bank™, the organization continues to develop new banking solutions for Canadians. Its subsidiary, Concentra Bank, works with credit unions across the country and supports over six million members. EQ Bank has been recognized by Forbes as one of Canada’s top banks since 2021. Role overview The Commercial Account Manager - Portfolio Management is based in Toronto and joins the Commercial Portfolio Management team. This role oversees daily operations for a select group of lending partners and their mortgage portfolios, managing the process from initial funding through to maturity. The portfolio includes both conventional and construction mortgages across various asset classes. Main responsibilities Manage day-to-day operations for assigned lending partners and their mortgage portfolios. Guide portfolios through all stages, from funding to maturity, with a focus on conventional and construction mortgages. Provide attentive customer service, handling underwriting processes such as renewals, assumptions, refinances, and loan modifications to support annual retention goals. Ensure compliance with established policies and underwriting standards. Proactively manage risks within the commercial construction lending portfolio. Work closely with the Commercial Analyst and Manager of Portfolio Management to monitor project statuses, covenants, and risk mitigation strategies. Communicate with stakeholders and conduct site inspections as needed. Oversee the work of the Commercial Analyst. Conduct annual reviews to ensure lending parameters and risk management standards are met. Take on additional credit-related and administrative tasks as required. What makes this role unique This position has a direct impact on shaping the commercial mortgage portfolio at Equitable Bank. It combines hands-on portfolio management with compliance, risk oversight, and collaboration across teams. The work supports the bank’s focus on innovative and client-centered banking in Canada.

Every day, significant decisions are made across the globe. Whether it’s a private equity firm investing millions into a venture or a large corporation pivoting its strategic direction, these decisions have far-reaching effects on employees, customers, and other stakeholders.At proSapient, we empower consulting and private equity firms to uncover the insights they need to make informed decisions and achieve their objectives. Our mission is to assist them in their quest for knowledge.We connect our clients with industry experts who share their insights through interviews or surveys. We have developed a leading software platform that curates this information, and we also help clients identify and leverage the existing knowledge within their organizations through our comprehensive knowledge management solutions.What does an Associate do?Our clients seek information that cannot be easily found through a simple Google search—insights that reside exclusively in the minds of industry experts. Our Associates leverage AI-driven technology to identify these experts and connect them with our primary clientele, which includes consultancy firms, hedge funds, and private equity organizations. Projects can vary widely, from exploring EV Charging Networks in the US to researching Shrimp Aquaculture in Mexico, ensuring that every day brings new learning opportunities.Your Responsibilities as an Associate:Collaborate with your Project Lead to understand client requests across diverse sectors, quickly grasping the context of each inquiry.Proactively identify and source exceptional experts globally using our proprietary technologies, along with other methods such as direct outreach, our AI platform, and LinkedIn.Act as a consultant by determining the type of expert necessary to fulfill client project needs.Manage multiple client requests independently while connecting with and vetting a variety of experts daily.Present the selected expert to your client, ensuring their specific needs and expectations are fully met.

proSapient helps consulting and private equity firms access specialized knowledge from industry experts worldwide. Clients use the company’s proprietary platform to gather insights that go beyond public information, supporting better decision-making and knowledge management. Role overview The Client Services Associate position focuses on connecting clients in consulting, hedge funds, and private equity with leading industry experts. Projects vary widely, from researching trends in US electric vehicle charging networks to studying shrimp aquaculture in Mexico. Associates rely on proSapient’s AI-powered tools and research methods to identify experts whose knowledge is not easily found through standard channels. What you will do Collaborate with a Project Lead to understand client needs across different industries and quickly learn the context for each assignment. Source and identify expert candidates using proSapient’s technology, direct outreach, LinkedIn, and other research techniques. Work with clients to clarify the specific expertise required for each project. Handle multiple client requests simultaneously, reaching out to and vetting various experts each day. Present recommended experts to clients, ensuring their needs and expectations are addressed. Location This role is based in Toronto, Ontario, Canada.

Join the Revolution in Banking!At eqbank, we pride ourselves on being anything but traditional. We are committed to innovating and challenging the norms of banking to offer fresh solutions tailored for Canadians. Our secret? A dynamic team of forward-thinking individuals who thrive on creativity and are dedicated to redefining the banking experience. If you share our passion for innovation and are eager to make an impact while enjoying your work, this could be your next exciting opportunity.As a growing institution, we proudly serve over 780,000 customers nationwide through Equitable Bank, known as Canada’s Challenger Bank™. With over 50 years of experience, we are supported by our subsidiary, Concentra Bank, which aids credit unions serving more than six million members. Together, we manage over $138 billion in assets and are on a mission to transform Canadian banking for the better. Our EQ Bank digital platform has consistently ranked among Canada’s top banks on the Forbes World's Best Banks list since 2021.Your RoleAs a key member of our dynamic Commercial Portfolio Management team, the Bilingual Commercial Account Manager will oversee the underwriting of renewals, assumptions, and annual reviews for all commercial mortgage products. You will ensure compliance with established policies and underwriting standards while providing timely and effective solutions to our clients. Your role will also involve additional responsibilities such as reporting, pipeline management, and fostering relationships with external business partners and internal departments within the Commercial sector.

Become Part of a Banking RevolutionAt eqbank, we are not just another traditional bank; we are a challenger aiming to innovate and provide unique banking solutions for Canadians. Our creative approach is driven by a talented team of agile thinkers who strive to redefine the future of banking. If you are enthusiastic about transforming the banking landscape while enjoying your work, this is your chance to join us!With over 50 years of experience, our organization is rapidly expanding and currently serves more than 800,000 customers nationwide through Equitable Bank, recognized as Canada’s Challenger Bank™. We are proud to have our digital platform, EQ Bank, featured on the Forbes World's Best Banks list since 2021. Alongside our subsidiary, Concentra Bank, we manage over $142 billion in assets and are dedicated to driving positive change in the Canadian banking sector.Your RoleWe are seeking a diligent and proactive Commercial Mortgage Analyst to join our dynamic Commercial team. In this role, you will support the Commercial Portfolio Management team in overseeing the Commercial Finance Group (CFG) portfolio. You will collaborate closely with Senior and Account Managers to manage the daily operations of their commercial mortgage portfolios, which include both conventional and construction mortgages.Key responsibilities include effectively managing the construction sub-advance pipeline while ensuring compliance with regulations and control measures to meet departmental service goals and targets. You will also assist with various credit-related and administrative tasks, including preparing construction and annual reviews, handling ad hoc requests, drafting extension memorandums, and managing reporting and pipeline activities. Networking with external business partners and collaborating with internal team members within the Commercial department will be essential to your success.

Role Overview Wealthsimple is hiring a Bilingual Associate, Client Success for a remote contract role based out of the Toronto headquarters. This position focuses on supporting clients as they manage their financial goals. What You Will Do Assist clients in both English and French, ensuring clear and effective communication Provide responsive customer service, answering questions and resolving concerns Help clients understand and use Wealthsimple’s products and services Build positive relationships that contribute to client satisfaction What You Bring Fluency in English and French Strong communication skills with a focus on clarity and empathy Commitment to delivering helpful, timely support

Join Us in Creating Financial Solutions for EveryoneAt Wealthsimple, our goal is to empower individuals to achieve financial independence by offering straightforward, transparent, and affordable financial services. As Canada's leading fintech company, we serve over 3 million clients, managing more than $100 billion in assets. We prioritize speed, ownership, and genuine care for our users, and if this resonates with you, we'd love to hear more.We take great pride in our accomplishments and are excited for what lies ahead. Discover more about our values in our Culture Manual and learn about how we operate.Our Client Operations team does more than just address inquiries; we tackle financial puzzles by translating complex concepts into human-centered solutions. We continuously seek new team members with monthly start dates to support our ongoing growth.Work Environment and LocationHybrid Model: This position is based in Toronto, Ontario.Office Presence: Candidates must be able to work in a hybrid environment and attend our office at 80 Spadina Avenue as business needs require.Your Daily Impact:The Voice of Wealthsimple: You are more than just a support agent; you are a champion for our clients' financial interests. You will demystify investment, trading, and personal finance concepts, making them accessible to all.Strategic Problem Solving: You will guide the client journey, whether facilitating complex institutional transfers or navigating back-office operations, ensuring clients meet their financial objectives.Creator-Owner Mindset: Collaborating closely with various departments, from Product to Operations, you’ll learn the intricacies of developing our financial tools and enhance them through direct client engagement.

Join our dynamic team as an Associate Director, Client Onboarding Specialist specializing in Private Equity. In this pivotal role, you will lead the onboarding process for our diverse portfolio of clients, ensuring a seamless transition and exceptional service delivery. You will collaborate closely with internal teams and clients to enhance operational efficiencies and foster lasting relationships.Your expertise in private equity and client management will be crucial in developing tailored solutions that meet client needs. This position offers the opportunity to play a key role in shaping our client experience and contributing to our growth in the private equity sector.

About UsAt #paid, we are dedicated to empowering creators to pursue their passion—creating. Our innovative marketplace seamlessly connects accredited creators with some of the world's most renowned brands, including McDonald’s, Samsung, and Disney, cultivating genuine collaborations that yield substantial business results. We have developed a marketplace that addresses significant challenges in the creator ecosystem, from equitable pricing to algorithmic matching and content usage rights, guaranteeing that every partnership is effective and smooth.With our proprietary technology and an unwavering commitment to trust and transparency, we are transforming the way brands and creators collaborate to create magic. Recognized as the top choice for customer support and managed services, #paid is at the forefront of the creator marketing industry. Through cutting-edge technology and a team of driven individuals, we are reshaping the future of the creator economy.The RoleIn your role as the Senior Client Success Manager overseeing our Key Accounts, you will serve as a trusted strategic advisor and operational expert for some of our most valued brand partners. This position combines meticulous campaign execution (including Creator Management) with relationship-focused account and client management.You will orchestrate intricate creator marketing initiatives from inception to completion while fostering enduring relationships with enterprise-level clients. Your responsibility includes not only ensuring that campaigns meet client goals but also collaborating with the Client Partners on account renewals and growth.You will work cross-functionally with teams such as Product, Sales, Media, Analytics, and Strategy to achieve outstanding outcomes, retain and expand key accounts, and influence how #paid collaborates with its largest clients.

About Maple Maple, founded in 2015, is a health technology company focused on making healthcare more accessible and effective for patients and providers. The company’s virtual care platform reaches nearly 4 million Canadians and connects them with a network of over 2,000 healthcare professionals. Maple works across several channels: direct-to-consumer (B2C), employers and private insurers (B2B), and public sector institutions (B2I). Maple has been recognized among Canada’s fastest-growing virtual care companies, earning spots on LinkedIn’s Top 10 Startups, Deloitte Canada’s Technology Fast 50, and Globe & Mail’s Top Growing Companies. The culture values entrepreneurship, health, and well-being, with a focus on improving the healthcare system. Role Overview: Bilingual Client Success Associate – Channel Partnerships This role sits on the Channel Partnerships team in Toronto, Ontario. The team manages major commercial distribution channels, working closely with insurance providers and benefits brokers to deliver Maple’s virtual care services to their members. The Bilingual Client Success Associate (French/English) takes ownership of a partner portfolio, acting as the main point of contact. The position involves guiding partners from the moment a program is signed through to launch and ongoing support. Responsibilities include leading bilingual meetings, handling renewals, and troubleshooting issues independently. This position suits someone who enjoys building relationships, managing complex workflows, and growing as a client success professional. Key Responsibilities Act as the main day-to-day contact for a portfolio of channel partners, driving engagement and responsiveness. Oversee program launches, ensuring all technical and administrative steps are completed so members can access care without obstacles. Lead business reviews and maintain daily communications in both French and English, serving as a trusted contact for partners across Canada, including Quebec. Manage renewals: track timelines, prepare renewal materials, and coordinate pricing, contract, and eligibility details in an organized, proactive manner. Handle operational aspects of partnerships, such as eligibility management and billing cycles.

Are you seeking an exciting and rewarding career with ample opportunities for growth and development?Do you have a genuine enthusiasm for assisting others and delivering exceptional customer service?Would you like to join a vibrant and collaborative team?If you answered YES to all three questions, we invite you to consider a position with us! XYZ Storage stands as the leading self-storage provider in Canada.We are currently looking for a Client Experience Manager (CEM) to become a vital part of our expanding team in this established role.Compensation:$19.50 - $21.00 per hourGenerous Quarterly Bonus up to $2,100 annuallyRRSP Program with Matching up to $500 per yearAdditional Perks:Complimentary LunchComprehensive Benefits ProgramPaid Professional Development CoursesPaid Personal DaysMilestone Recognition Awards and GiftsMentorship OpportunitiesDefined Career PathPaid Training SessionsBirthday Recognition and GiftsOur Supportive Culture:We pride ourselves on being anything but a conventional corporate team. We foster a family-like atmosphere where your career growth is nurtured and encouraged. We believe in balancing professionalism with fun while committing to providing outstanding service to our customers. Our goal is to always act in the best interest of our clients.We are dedicated to taking care of our employees through generous benefits and opportunities for advancement. In turn, we expect our team members to exceed our customers' expectations.Position Overview:As a Client Experience Manager, your primary focus will be to uphold XYZ Storage's reputation for exceptional customer service. Alongside assisting clients and renting storage units, you will also engage in daily operations and sales activities.The Client Experience Manager role encompasses three core areas:Client ServiceShowcasing available storage units to customersFacilitating unit rentalsSelling merchandise and servicesFacility OperationManaging the opening and closing of the facilityMaintaining cleanliness and presentation of all areasConducting locker checksCleaning the office and kitchen spacesEnsuring trucks are well-kept, clean, and parked orderlySalesThis role requires strong sales capabilities, coupled with an ability to effectively communicate why we are the best choice for potential customers who may be exploring options. Ideal candidates will demonstrate confidence and quickly assess the needs of our leads.