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Senior Client Advisor Jobs in Markham, ON (NOW HIRING)

Senior Client Service Representative About AGF: Founded in 1957, AGF Management Limited (AGF) is an ... Act as the primary contact for advisors/investors to provide insight/solutions for account ...

As a Senior Private Banking Advisor, you will apply extensive in-depth knowledge and skills to ... Client Service - Review client portfolios and financial needs from a holistic perspective and ...

As a Senior Private Banking Advisor, you will apply extensive in-depth knowledge and skills to ... Client Service - Review client portfolios and financial needs from a holistic perspective and ...

Build and maintain trusted relationships with senior client stakeholders to understand their business objectives, challenges, and evolving needs. * Act as a strategic advisor, providing insights and ...

New

You will help shape strategic client engagements, originate opportunities, and oversee the delivery ... Strong relationship-building capabilities, with a track record of developing trusted advisor ...

Client Analyst: Toronto

Toronto, ON · Hybrid

CA$65K - CA$85K/yr

The Business Development Analyst will work closely with multiple senior Client Advisors ("CAs") across Institutional and Intermediary channels. In this role, the Analyst will partner with Associates ...

Lead and grow senior client relationships with trust, credibility and strategic authority * Act as a senior advisor to clients, providing clear POVs and business-focused recommendations * Own overall ...

Lead and grow senior client relationships with trust, credibility and strategic authority * Act as a senior advisor to clients, providing clear POVs and business-focused recommendations * Own overall ...

The Senior Wealth Advisor will manage and grow a dedicated client portfolio while creating comprehensive financial plans and providing exceptional client service. The incumbent will have a strong ...

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Senior Client Advisor information

See Markham, ON salary details

$21.3K

$68.6K

$120.3K

How much do senior client advisor jobs pay per year?

As of Aug 28, 2026, the average yearly pay for senior client advisor in Markham, ON is $68,578.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,843.00 and $82,896.00 per year, depending on experience, location, and employer.

What is a senior client advisor?

A Senior Client Advisor is a professional who provides expert guidance and support to clients, often in sectors like finance, luxury retail, or consulting. Their role involves understanding client needs, offering tailored solutions, and building long-term relationships. Senior Client Advisors typically have extensive experience and deep knowledge of their industry, allowing them to handle complex client requests and deliver high-level service. They may also mentor junior staff and contribute to business growth through client acquisition and retention.

What are the key skills and qualifications needed to thrive as a senior client advisor?

To thrive as a Senior Client Advisor, you need a deep understanding of client relationship management, sales strategies, and product expertise, usually backed by experience in client-facing roles and relevant industry knowledge. Familiarity with CRM platforms, sales analytics tools, and, in some sectors, certifications like FINRA Series 7 or 66 are typical requirements. Exceptional interpersonal skills, active listening, and problem-solving abilities help build trust and deliver tailored solutions. These competencies are crucial for maintaining long-term client relationships, driving business growth, and ensuring client satisfaction in competitive markets.

How does a senior client advisor typically collaborate with internal teams to address complex client needs?

Senior Client Advisors frequently work cross-functionally, partnering with product specialists, risk managers, and operations teams to deliver comprehensive solutions for clients. This collaboration ensures that client strategies are aligned with the latest market insights and organizational capabilities. Advisors often act as liaisons, facilitating communication and ensuring that all parties are aligned on objectives and deliverables. Building strong internal relationships is key to efficiently resolving complex client requests and driving client satisfaction.

What is the difference between Senior Client Advisor vs Client Advisor?

AspectSenior Client AdvisorClient Advisor
CredentialsRelevant certifications, experience in financial advisingEntry to mid-level certifications, basic industry knowledge
Work EnvironmentHigh-net-worth client interactions, complex financial solutionsClient onboarding, routine account management
Employer & Industry UsageFinancial services, wealth management firmsBanking, investment firms, financial institutions

The main difference is experience and scope. Senior Client Advisors handle complex client portfolios and high-net-worth individuals, requiring advanced certifications and industry experience. Client Advisors typically focus on onboarding and managing standard accounts. The senior role involves more strategic advising, while the client role is more operational.

What job categories do people searching Senior Client Advisor jobs in Markham, ON look for?

The top searched job categories for Senior Client Advisor jobs in Markham, ON are:

What cities near Markham, ON are hiring for Senior Client Advisor jobs?

Cities near Markham, ON with the most Senior Client Advisor job openings:

Infographic showing various Senior Client Advisor job openings in Markham, ON as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 12% Part Time, and 6% Contract. Highlights an 85% Physical, 6% Hybrid, and 9% Remote job distribution, with an average salary of $68,578 per year, or $33 per hour.

Senior Client Manager

Toronto, ON

State Street Global Advisors
Finance and Insurance • 1 - 5K employees

Full-time

Re-posted 19 days ago


Job description

Senior Client Manager

Who we are looking for

Charles River focuses intently on delivering market leading and feature rich technology wrapped in an exceptional client service experience. As a Senior Client Manager, you will be responsible for client satisfaction, retention and growth by ensuring the effective delivery of Charles River IMS projects, support and services while working closely with client senior leaders to ensure strategic alignment and strong, long-term partnerships. Senior Client Managers serve a dual purpose - advocating for our clients within Charles River; and serving as a trusted advisor and direct point of contact for the client.

Why this role is important to us

As a Senior Client Manager, you will work closely with and influence both internal and client business leaders and decision makers. You will leverage your sharp organizational and strong interpersonal skills to ensure Charles River continues to deliver exceptional client service experiences, while advancing the goals of the organization.

What you will be responsible for

Charles River Client Managers are expected to actively manage a book of Charles River IMS accounts by:

  • Ensuring a high touch engagement model with clients, including regular onsite visits, project status calls and executive engagements
  • Developing relationships with senior client personnel to gain understanding of client strategy and CRD's alignment to achieving their strategy
  • Sustaining a strong understanding of the Charles River IMS and keeping up-to-date with current functionality, offerings and upgrades
  • Maintaining frequent communication and collaboration with internal client account teams and business units
  • Establishing long-term, strategic objectives for each client and measure success against account plan goals
  • Maintaining awareness of market and industry trends and news relevant to CRD and client base
  • Proactively ensuring effective client issue resolution, project delivery, response to information requests, and collaboration with other CRD teams
  • Assisting the internal Sales team to identify and foster revenue opportunities including additional application modules and services, training or services

What we value

These skills will help you succeed in this role

  • Demonstrable strong communication and presentation skills including the ability to articulate and present issues, options and resolutions verbally and in writing
  • Ability to foster strong relationships across client organizations, with senior managers and key decision makers in large and small firms, including good personal and working relationships with end users
  • Strong analytical and problem-solving skills
  • Ability to multi-task and successfully manage simultaneous priorities
  • Proven organizational skills with attention to detail, including strong project management skills
  • Self-motivated with the ability to operate independently and as a member of a team

Education & Preferred Qualifications

  • BA/BS degree in Finance, Technology or relevant discipline
  • 15 years' experience within the Financial Services / Software industry, preferred experience in Relationship Management, Professional Services or similar functioning role

Additional requirements

Ability to travel to client sites 20% - 40% per calendar year

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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