Talent.com
Confluence Technologies, Inc.
Client Consultant at Confluence TorontoConfluence Technologies, Inc. • Winnipeg, Canada
No longer accepting applications
Client Consultant at Confluence Toronto

Client Consultant at Confluence Toronto

Confluence Technologies, Inc. • Winnipeg, Canada
6 days ago
Job type
  • Full-time
Job description
Become a vital part of Confluence as a Client Consultant in Toronto, Canada, where you will support clients using advanced analytics tools within the Paris platform. Connect with institutional investors and drive impactful outcomes.

This full-time position in the Client Experience department requires you to manage client relationships with a high degree of independence. Your background in investment performance and technology will position you to confidently advise clients. Note that you may need to travel occasionally, about 10–15%, to fulfill client engagement needs.

Key Responsibilities: • Deliver client support using the Paris investment platform • Act as a trusted partner in performance and analytics discussions • Maintain autonomy in client relationship management • Travel periodically to enhance client interactions • Integrate financial technology experience into client service

Requirements: • 3+ years in the investment industry focused on performance • Proficient in financial technology platforms, Paris preferred • Bachelor’s degree required in finance or economics • Strong skills in client interaction and independent operation • Relevant professional certifications like CFA or CIPM

Make a significant impact on client satisfaction and growth at Confluence in Toronto. #J-18808-Ljbffr
Create a job alert for this search

Client Consultant at Confluence Toronto • Winnipeg, Canada

Similar jobs

Investor Services Associate at Apex Group

Apex Group Ltd (UK Branch)Winnipeg, MB, Canada
Full-time

Join Apex Group in a rewarding role as an Investor Services Associate, focusing on customer service and transaction processing.Engage with clients to enhance relationships and drive success.Apex Gr... Show more

 • Promoted • New!

Senior Actuarial Consultant at Marsh - US

Stryker CorporationWinnipeg, MB, CA
Full-time

Advance your career as a Senior Actuarial Consultant with Marsh, where you will lead actuarial analyses for a diverse array of clients.Engage in complex projects and make a significant impact.This ... Show more

 • Promoted

Client Solution Consultant - Wealth Management - $100,000 - $135,000 A Year

D1G1TWinnipeg, Canada
Full-time

A leading fintech startup in Toronto is seeking a Client Solution Consultant with a strong background in wealth management and fintech.The role involves guiding clients through implementations on t... Show more

 • Promoted

Associate Solutions Consultant

A leading insurance providerWinnipeg, Canada
Full-time

Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.At Docebo, AI isn’t just a buzzword — it’s how we help teams move faster, perform better, and focus on ... Show more

 • Promoted

B2B Solutions Engineer at Pliant

PliantWinnipeg, MB, CA
Full-time

Shape customer integrations and optimize B2B payments as a Solutions Engineer at Pliant.Your API expertise will drive exceptional payment solutions for diverse businesses.At Pliant, headquartered i... Show more

 • Promoted

Contract Contact Centre Solutions Architect

PrecisionERP / PrecisionITWinnipeg, MB, CA
Full-time

Contract Contact Centre Solutions Architect for a hybrid role beginning in June in Winnipeg.Focus on improvements in service delivery through strategic assessments and business engagement.This posi... Show more

 • Promoted

Director, IT Business Systems at Semios

SemiosWinnipeg, Manitoba, Canada
Full-time

Join Semios Group as the Director of IT Business Systems, focusing on cybersecurity and technology strategy within a hybrid working model.This role is integral in advancing digital agriculture solu... Show more

 • Promoted

Singapore-Based Growth Leader at Berachain

Berachain?Winnipeg, MB, Canada
Full-time

Join Berachain as a Singapore-based Growth Leader to enhance user acquisition and develop strategic partnerships in the blockchain space.This is your chance to impact DeFi directly.In this role, yo... Show more

 • Promoted • New!

Consulting Manager In Retail Tech At Citixsys

CitiXsys - iVend RetailWinnipeg, Canada
Full-time

Join CitiXsys as a Consulting Manager, where your expertise will enhance partner and customer satisfaction in retail technology.Focus on pre-sales support and implementation leadership for optimal ... Show more

 • Promoted

Wealth Management Consultant WM Client Solutions

ScotiabankWinnipeg, Manitoba, Canada
Full-time

Purpose Contributes to the overall success of the Scotia Wealth Management Partnerships team in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of ... Show more

 • Promoted

Senior Consultant in Oracle Cloud Project Management Solutions

EYWinnipeg, MB, CA
Full-time

Elevate your career as a Senior Consultant specializing in Oracle Cloud Project Management.Drive impactful transformations in project offerings with hands-on expertise in project financial manageme... Show more

 • Promoted

Remote Solutions Engineer at Deel

PassFortWinnipeg, MB, Canada
Remote
Full-time

Drive innovation as a Remote Solutions Engineer with Deel, supporting clients in optimizing their IT product solutions.Partner with sales and product teams to ensure successful deployments and tail... Show more

 • Promoted • New!

Dynamics 365 F&O Consultant at BDO Digital

BDO CanadaWinnipeg
Full-time

BDO Digital seeks a Microsoft Dynamics 365 F&O Senior Functional Consultant for a hybrid role that supports client success through expert guidance and project delivery.Your contributions will enhan... Show more

 • Promoted

Senior Wealth Planning Consultant at TD

TDWinnipeg, MB, CA
Full-time

Drive personalized wealth management as a Senior Wealth Planning Specialist with TD Wealth in Winnipeg.This role emphasizes customized planning for high-net-worth clients and the enhancement of adv... Show more

 • Promoted

Client Support Advisor at Harbourfront Wealth

Harbourfront Wealth ManagementWinnipeg, MB, CA
Full-time

Become an essential part of Harbourfront Wealth as a Client Support Advisor in a hybrid role based in Vancouver.This position is perfect for a highly motivated individual focused on delivering exce... Show more

 • Promoted

Client Relations Lead - Eor At Rippling

RipplingWinnipeg, Canada
Full-time

Become a Client Relations Lead specializing in EOR at Rippling.Address complex escalations and drive resolution with your in-depth knowledge of HR operations and compliance.This role requires manag... Show more

 • Promoted

Technical Solution Consultant At Oneplan

OnePlanWinnipeg, Canada
Full-time

Become a Technical Solution Consultant at OnePlan, focusing on remote implementation of AI-enhanced project management solutions.Ensure clients fully utilize their strategic tools for efficiency an... Show more

 • Promoted

Operational Excellence Analyst at NAIT

Northern Alberta Institute of TechnologyWinnipeg, MB, Canada
Full-time

Advance your career with NAIT as an Operational Excellence Analyst, specializing in academic systems.Focus on business analysis, user training, and continuous improvement in this vital full-time ro... Show more

 • Promoted • New!

Strategic Account Executive at Relay

RelayWinnipeg, Manitoba, Canada
Full-time

Elevate the success of small businesses as a Strategic Account Executive at Relay.This role involves a consultative sales approach focused on building trusted relationships and delivering value-dri... Show more

 • Promoted

Client Solution Consultant - Wealth Management

D1G1TWinnipeg, Canada
Full-time

A leading fintech startup in Toronto is seeking a Client Solution Consultant with a strong background in wealth management and fintech.The role involves guiding clients through implementations on t... Show more