Account Manager
Markham Centre Financial
Toronto, ON

Holistic Approach - service offering ranges from tax and financial planning, asset management, insurance, and estate planning, to trust, corporate services, and family wealth planning and management for HNWI and UHNWI. Such an unparalleled holistic approach enables our team of professionals, including CFAs and CAs, to tailor a practical and more importantly sustainable solution to protect and grow client's family wealth
Exclusive Network & Resource - through our strong network of top-tier institutions from real estate developer to various financial institutions, we are uniquely positioned to bring our clients exclusive investment opportunities that are designed to better diversity market risks and generate superior risk-adjusted returns over the long run
Competitive Pay Package - industry leading compensation scheme with market competitive base salary and benefits, AND commission from sales of a wide range of investment and insurance products
Mentorship - support for continuous career development through a comprehensive training program, expert speaking series, and well-established internal mentorship program. Account Managers are supported to pursue various professional certificates, licenses, and designations, e.g. EMP, CSC, CFP, CFA, CPA, LLQP, etc.


Advise clients of high-level financial planning and financial solutions suitable to clients' needs
Engage clients to provide tax and financial reviews, discuss investment updates and suggest additional personalized solutions based on their needs and goals
Operate as the lead point of contact for any and all matters specific to your clients; build, retain, and strengthen client relationships
Ensure the timely and successful delivery of sound solutions to assist clients in achieving their needs and objectives, such as tax planning, financial planning, will and estate planning, family trust, and insurance advisory, among others;
Build, maintain, and strengthen long-lasting client relationships
Develop prospective clients and contribute to business development activities
Contribute and participate in marketing events to assist in promoting the company’s brand
Contribute to ad hoc projects when necessary


Bachelor’s degree, College diploma, or equivalent experience
1-3 years of professional work experience. Experience in the financial and private banking industry is preferred
Fast learner and highly motivated to grow as a business professional
Fluent in English and Mandarin

Competitive compensation package with group benefit offered upon successful completion of probation period.

We would like to thank all candidates for expressing interest however only those selected for interviews will be contacted.