Position: Institutional Sales & Service Associate - Contractor

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 setting.

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.

How to Apply Submit your resume in confidence to [email protected] or via the Akkodis Canada website.

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 easy: 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.

📌 Institutional Sales & Service Associate - Contractor (Toronto)
🏢 Akkodis
📍 Toronto