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Experience Level
Senior
Qualifications
Proven experience in client relations or account management within the financial services sector. Strong understanding of foreign exchange products and markets. Excellent communication and interpersonal skills to build lasting relationships. Ability to work in a fast-paced environment and deliver results under pressure. Fluency in English; additional languages are a plus.
About the job
Join Ebury as a Senior Client Relations Executive on our FX Dealing Desk, where you will play a critical role in managing and enhancing client relationships. Your expertise will help our clients navigate the complexities of foreign exchange markets, ensuring they receive top-notch service and support. You will be responsible for understanding client needs, providing tailored solutions, and driving business growth through strategic engagement.
About Ebury
Ebury is a leading financial services company specializing in foreign exchange and international payments. We are dedicated to helping businesses grow by providing them with the tools and expertise they need to manage their foreign exchange risk effectively. Our innovative solutions and personalized service set us apart in the industry, and we are committed to fostering a dynamic and inclusive workplace.
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Search for Senior Client Portfolio Manager Fx Dealer
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+
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.
Role overview Ebury seeks a Senior Foreign Exchange (FX) Dealer to join its Toronto office. This office-based position involves managing a significant portfolio of active corporate clients. The main focus is on FX trading, account management, and providing tailored foreign exchange solutions for businesses. What you will do Manage a portfolio of corporate clients, handling FX hedging, lending, payments, and cash management products. Promote Ebury’s product suite to ensure a strong client experience. Collaborate with the sales team to develop new business and gain insight into client industries and strategies. Analyze competitors to position Ebury’s banking solutions in the market. Achieve KPIs by generating new and repeat business, reducing client turnover, cross-selling, and increasing wallet share. Build and maintain client relationships through regular meetings and presentations. Identify opportunities to expand business and offer additional fee-based services to current clients. Team and culture Ebury values innovation, collaboration, and strong problem-solving skills. Dealers at Ebury provide expert advice and strategies to help clients manage foreign exchange risk. High performers may have the chance to lead and mentor others within the team. Location This is an in-office role based in Toronto. Compensation Base salary of $100,000 plus commission. On-target earnings can reach $250,000 or more.
Ebury empowers ambitious businesses to unlock global expansion, and we adopt the same philosophy for our team members. We foster an environment that encourages innovation, collaboration, problem-solving, and a sense of belonging, ensuring that everyone feels valued, supported, and equipped to thrive.If you're a team player eager to revolutionize global business operations, we invite you to connect with us. Let's explore how Ebury can accelerate your career and enable you to shape the future.Senior FX DealerEbury Toronto - Office-basedCompensation: $100,000 base salary + commission (OTE of up to $250K+)We are seeking a Senior FX Dealer for our Toronto office with a proven track record in trading, dealing, and account management. The successful candidate will oversee a substantial active client portfolio, managing trading account setups, client relationships, and deal execution.Our Dealers provide expert, customized solutions to our clients, equipping them with strategies to mitigate FX risk. They plan, structure, and execute deals, ensuring our clients receive optimal value while contributing to Ebury’s growth.The most successful Dealers may advance to leadership roles, training and inspiring the next generation of talent in the industry.Your Responsibilities as a Senior FX DealerManage a portfolio of corporate clients, executing a variety of products, including FX hedging, lending, payments, and cash management. You'll promote Ebury’s diverse product offerings to guarantee a superior client experience.Collaborate with a high-performing sales team to drive business origination. Understand clients' business landscapes, strategies, and industries to deliver tailored solutions utilizing Ebury's extensive product suite.Analyze competitors’ offerings and identify gaps to effectively position Ebury’s banking solutions.Achieve specific KPIs, including generating repeat and new business revenue, reducing client churn, and increasing cross-selling opportunities.Build and nurture strong client relationships through regular meetings, confidently presenting ideas, proposals, and updates.Expand existing business and provide fee-based services to clients.
Role overview Ebury is growing its presence in Toronto and seeks a Senior Client Relations Executive for the FX Dealing Desk. This office-based position combines client service with trading support, focusing on corporate clients and their operational needs. Success in this role depends on clear communication and careful attention to detail. What you will do Serve as the main point of contact for corporate clients, managing daily queries and requests. Deliver operational and trading support within the FX Dealing Desk. Build and maintain strong client relationships through responsive service and effective problem-solving. Present Ebury’s products and services to clients, upholding a high level of professionalism. Work location This role is based at Ebury’s Toronto office.
Join Ebury as a Senior Client Relations Executive on our FX Dealing Desk, where you will play a critical role in managing and enhancing client relationships. Your expertise will help our clients navigate the complexities of foreign exchange markets, ensuring they receive top-notch service and support. You will be responsible for understanding client needs, providing tailored solutions, and driving business growth through strategic engagement.
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.
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.
Remote | Full-time | Official Employment Location: Ontario, Canada (Greater Toronto Area / Southwestern Ontario) onhires represents a major American provider of vehicle protection programs and is now building its presence in Canada. The company seeks a Dealer Development Manager to help drive expansion and establish strong relationships with dealerships across Ontario. Role overview This position is designed for an experienced automotive sales professional who excels at building new business. The Dealer Development Manager will focus on bringing both independent and franchised dealerships into the network, aiming to position the company as a preferred partner in a competitive market. What you will do Dealer acquisition: Identify and secure new dealership accounts throughout Ontario, targeting 3-5 new signings each month. Consultative selling: Work closely with Dealer Principals and F&I Managers to show how the company’s products can increase per-vehicle-retail (PVR) and support customer retention. Training and implementation: Guide new partners through onboarding, delivering product training and sales coaching to dealership teams. Market intelligence: Track the competitive landscape, spot new opportunities, and adjust tactics to increase market share. Territory leadership: Serve as the main contact for dealers in your network, supporting claims processing and maintaining high satisfaction. Requirements Minimum 5 years’ experience in Automotive Aftermarket, Warranty, or Finance (F&I) roles Proven ability to generate leads and build business portfolios Existing relationships with independent and franchise dealers in the GTA and/or Southwestern Ontario Comfortable discussing dealership economics (P&L) and financial metrics with owners and finance managers Willing to travel extensively (80-90%) to support dealer partnerships What sets this role apart Chance to shape the market strategy as the first hire in the region
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.
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.
Join our dynamic team at System Canada Technologies as a Senior Testing Lead, specializing in FX trading and Wall Street products. You will be responsible for overseeing and enhancing our testing processes, ensuring the highest standards of quality and performance in our trading platforms. This is a fantastic opportunity to leverage your expertise in a fast-paced environment and contribute to innovative solutions in the financial sector.
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
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.
Join Reddit's dynamic Canadian Large Customer Sales team as a Senior Client Account Manager. In this role, you'll work closely with your Client Partner to execute and optimize campaigns that help agencies and advertisers achieve their marketing goals on our rapidly growing platform. The ideal candidate is a proactive, motivated self-starter who excels in building and nurturing relationships with clients and agencies alike. This position requires in-person attendance at our Toronto office 1-2 days per week over an 8-month contract.
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.
Join our dynamic team at System Canada Technologies as a Business Analyst focused on FX Trading. We are seeking an experienced professional who is fluent in Spanish to provide critical insights and analysis to enhance our trading strategies. In this role, you'll collaborate with cross-functional teams to identify opportunities, understand market trends, and drive performance improvements.The ideal candidate will possess strong analytical skills, a deep understanding of foreign exchange markets, and the ability to communicate effectively with stakeholders. If you are looking for an opportunity to make an impact in a fast-paced environment, we want to hear from you!
Jul 7, 2012
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