Through a rich exchange of ideas, meaningful collaboration, and a nimble operating model, we're powering some of the nation's most critical systems, fueling capital formation and innovation, bringing increased opportunity to business visionaries, product ingenuity to consumers, and career exploration to our team.

The Client Success

Specialist is an essential, multi-faceted member of the Equity Plan Solutions (EPS) team at TSX Trust. Reporting directly to the Manager, Equity Plan Solutions, this role bridges the gap between data administration, platform configuration, and client financial reporting. Following structured training on our specialized employee plan systems and equity concepts, the Client Success Specialist will take direct accountability for managing day-to-day data execution, system configurations, and routine client financial reporting cycles.

This position is designed for a detail-oriented qualified who excels at multitasking, thrives on complex financial data sets, and actively embraces a collaborative, "team-before-self" culture. This role is hybrid (2-3 days/week in the office) - based in Montreal, QC.

System & Plan Administration: Take ownership of client plan data within specialized platforms. Manage data file loads, troubleshoot discrepancies, and execute plan setups or updates (including vesting schedules, grant rules, blackout calendars, and tax codes).

Financial Reporting & Analysis: Following initial training, assist in preparing, reviewing, and executing client equity compensation expense calculations, valuations, and disclosure reports. Help clients understand reporting calculations, results, and data reconciliations.

Implementation & Client Onboarding: Support the end-to-end client onboarding workflow. Assist in preparing client profiles, managing user/plan sponsor access, tracking project delivery timelines, and providing platform documentation or meeting minutes.

Lifecycle Support & Relationship Management:



Coordinate routine data maintenance events (e.g., Client Service & Demonstrations: Act as a reliable point of contact for everyday client system and data inquiries. Collaborate with Relationship Managers to prepare functional documentation and support system demonstrations for prospective clients as platform familiarity grows. Contribute to testing system upgrades in testing environments, assist with tax reporting logistics, and proactively update internal desk operating procedures to maximize team efficiency.

Execute other activities as directed by the leadership team to support business growth.

Education & Experience: Bachelor’s degree in Business, Finance, Accounting, or a related discipline (or an equivalent combination of education and hands-on experience), alongside 1–2 years of professional experience in an analytical, data-driven, or corporate accounting environment where data validation and financial balancing were key components.

Data & Excel Skills: Strong proficiency in MS Excel, with a proven comfort level utilizing lookup functions, data sorting, formatting, and pivot tables to organize and validate large data sets.

Business Documentation & Tools: Advanced proficiency across the broader MS Office Suite (Word and PowerPoint) for reporting and presentations;

experience utilizing flowcharts and Adobe Acrobat Professional for document management and process mapping.

Equity Exposure & Aptitude:



Foundational exposure to or basic knowledge of corporate equity compensation concepts (such as stock options or restricted stock units). Candidates with a strong background in general data migrations, client onboarding, or complex financial data management—combined with a proven aptitude and enthusiasm to rapidly learn specialized equity vehicles—are highly encouraged to apply.

Client Service & Communication: Exceptional written and verbal communication skills, with a natural diplomatic demeanor and a proven record of managing internal/external client relationships. Bilingualism in English and French.

Experience working directly with specialized equity management software or employee plan platforms. Interest in pursuing or currently working toward a Certified Equity Professional (CEP) designation, a Canadian Securities Course (CSC) certificate, or an accounting credential (CPA). Excitement - Explore emerging technology and innovation, as well as ventures and digital finance that shape the future of global markets!

Connection - With site hubs in some of the world’s most multicultural cities, we leverage our size and structure to create rich connections and belonging while experiencing powerful global impact through our work. Impact - More than a platform, we use our talents to power mission-critical systems that drive global economic advancement, innovation, and growth. As well, our employee‑led Team Impact spreads social good via our giving strategy.

Plus, with a cloud-first and hybrid workstyle, as well as generous time-off and leaves, we support a life well lived! Please note that our company is not currently sponsoring work permit applications and the applicant must be authorized to work in the country where this position is located. TMX is committed to creating and sustaining a collegial work environment in which all individuals are treated with dignity and respect and one which reflects the diversity of the community in which we operate.

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