Institutional Sales & Service Associate - Contractor

Akkodis; Toronto; Hybrid; CAD 62,000 - 67,000; Full time

Job summary

Akkodis, on behalf of our client in Canada, is seeking an Institutional Sales & Service professional for a 12-month assignment in Toronto. The hybrid role supports institutional clients across the full lifecycle, partnering with Sales and Relationship Managers to deliver high-quality service.

Responsibilities include delivering service, responding to inquiries, coordinating deliverables, maintaining client records, and supporting compliance reviews.

Qualifications

• University degree or equivalent relevant financial services industry experience.
• 5 years’ experience in the fund manager, bank, or securities industry essential.
• Fluency in English – spoken and written; French is a plus.
• Canadian Securities Course preferred.

Responsibilities

• Deliver consistent, high-quality service to institutional clients.
• Respond to client inquiries and service requests promptly.
• Resolve issues by partnering with internal teams.
• Maintain strong, ongoing client relationships.
• Support asset retention through effective servicing.
• Manage client deliverables and presentation materials.
• Coordinate requests for proposals (RFPs) and due diligence questionnaires (DDQs).
• Ensure responses are accurate and submitted on time.
• Support compliance reviews and regulatory requirements.

Skills

English fluency

Communication skills

Client service mindset

Multi-tasking

Independence & collaboration

Education

University degree or equivalent

Canadian Securities Course

Tools

PowerPoint

Excel

Word

Job description

Duration: 12 month assignment (High possibility of extension)

Client Location: Hybrid - 4 days a week to office

Pay rate: $30-32/hr T4

About our client

Our client offers Canadian investors information and insight, along with a wide range of funds, investment trusts, ETFs and investment solutions.

About this opportunity:

The Institutional Sales & Service team supports clients across the Institutional and strategic relationship and distribution channels throughout the full client lifecycle. The group partners closely with Sales and Relationship Managers to deliver responsive, high-quality service that strengthens client relationships and supports long-term asset retention. Team members work collaboratively across functions, delivering service excellence with efficiency in a fast-paced, client-facing environment.

HOW YOU WILL ADD VALUE

Core Responsibilities

• You will deliver consistent, high-quality service to institutional clients.
• You will respond to client inquiries and service requests promptly.
• You will resolve issues by partnering with internal teams.
• You will maintain strong, ongoing client relationships.
• You will support asset retention through effective servicing.

Operational & Coordination Responsibilities

• You will manage client deliverables and presentation materials.
• You will ensure timelines and deadlines are consistently met.
• You will coordinate requests for proposals (RFPs) and due diligence questionnaires (DDQs).
• You will ensure responses are accurate and submitted on time.
• You will address account-related issues through cross-functional coordination.

Strategic & Compliance Support

• You will partner with Sales and Relationship Managers to support business goals.
• You will maintain accurate client records in customer relationship management systems.
• You will support compliance reviews and regulatory requirements.
• You will contribute to special projects and initiatives as needed.

WHAT WILL HELP YOU BE SUCCESSFUL IN THIS ROLE

Experience, Education & Certifications

• University degree or equivalent relevant financial services industry experience.
• 5 years’ experience in the fund manager, bank, or securities industry essential; prior knowledge of investment management processes from a servicing or operational perspective preferred.
• Fluency in English – spoken and written, is essential. French fluency is a plus.
• Canadian Securities Course preferred.

Technical Skills

• Proficiency with Microsoft PowerPoint, Excel, and Word.

Soft Skills

• A sales/ marketing mindset with the ability to identify client needs and position solutions that address those needs.
• Strong multi-tasker who can respond rapidly and effectively to requests, with adherence to established time frames and schedules; ability to organize and prioritize workflow to meet internal and external deadlines.
• Strong written and verbal communication skills.
• Ability to work independently and collaboratively.
• High attention to detail and confidentiality.

We thank all applicants for their interest in this opportunity. Only candidates meeting the above qualifications will be contacted for further discussions.

Accessibility

At Akkodis, part of The Adecco Group, our purpose is simple: to make the future work for everyone. We live our values, Passion, Collaboration, Inclusion, Courage, and Customers at Heart, by fostering a workplace where diversity is celebrated and every voice matters. We encourage applications from individuals of all backgrounds and identities. Together, we’re making the future work for everyone.