Hamilton, On Sr. business development manager, protection, automation & grid digitalization Jobs – 596 Openings This Week

Senior Client Services Manager
Celernus Investment Partners Inc —Burlington, ON
- $60,000–$75,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Organizational skills
Quick apply
7d
Maintenance Manager
Grandview Retirement Residence —Stoney Creek, ON
- From $65,000 a year
- Weekends as needed
- Carpentry
- Customer service
- Maintenance
- Paid time off
Quick apply
6d
Director of Construction
WDI Group —Ancaster, ON
- $120,000–$150,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- PMP
- Engineering
- Mileage reimbursement
- Paid time off
Quick apply
Senior Manager, Financial Planning, Funding & Analysis
YMCA of Hamilton/Burlington/Brantford —Hamilton, ON
- From $85,000 a year
- Hybrid work
- Microsoft Excel
- Finance
- Project management
6d
Exterior Sales Representative — Eavestrough & Gutter Protection
Custom Contracting inc —Hamilton, ON
- $100,000–$250,000 a year
- Weekends as needed
- Microsoft Word
- Sales
- Salesforce
Quick apply
8d
310J Mechanic / Heavy-Duty Mechanic
Tankmart Parts & Service —Burlington, ON
- Up to $42.50 an hour
- Full-time
- Mechanic experience
- English
- In-person
- Disability insurance
- Dental care
Quick apply
Property Manager / Senior Property Manager
Pocrnic Realty Advisors Inc. —Hamilton, ON
- $80,000–$90,000 a year
- Full-time
- Customer service
- Travel
- In-person
- Tuition reimbursement
- Paid time off
Quick apply
Allstate Sales Agent
Allstate —Hamilton, ON
- $70,000–$120,000 a year
- Hybrid work
- Communication skills
Leasing Manager
Confidential —Hamilton, ON
- Full-time
- Customer service
- Microsoft Office
- Analysis skills
- Dental care
Quick apply
1d
Contracts Sr. Specialist
L3Harris Technologies —Waterdown, ON
- $100,000–$120,000 a year
- Full-time
- Microsoft Office
- Analysis skills
- Bachelor's
Program Manager, Sr. Specialist
L3Harris Technologies —Waterdown, ON
- $102,000–$152,000 a year
- Full-time
- PMP
- Master's degree
- Project management
Safety Superintendent
Thyssen Mining Construction of Canada —Ontario
- Microsoft Office
- Analysis skills
- Presentation skills
- Dental care
- Vision care
Quick apply
3h
Pipefitter - Journeyperson
Aecon Construction Solutions Inc. —Ontario
- $51 an hour
- Overtime
- English
- Welding
- In-person
- Dental care
- Vision care
Quick apply
Construction Manager
Landmark Structures Co —Burlington, ON
- Microsoft Word
- CPR Certification
- Microsoft Excel
Quick apply
Remote Business Development Insurance Agent
Pacific Canadian Careers —Hamilton, ON
- $69,000–$150,000 a year
- Full-time
- Remote
- Sales
- Customer service
- Computer skills
- Dental care
- Flexible schedule
Quick apply
8d
Sr. Specialist, Electrical Designer
L3Harris Technologies —Waterdown, ON
- $102,000–$152,000 a year
- Full-time
- Master's degree
- Analysis skills
- Bachelor's
Remote Sales Rep
Pacific Canadian Careers —Hamilton, ON
- $69,000–$150,000 a year
- Full-time
- Remote
- Sales
- Customer service
- Computer skills
- Dental care
- Flexible schedule
Quick apply
8d
Remote Sales Specialist
HMG Careers —Hamilton, ON
- $69,000–$150,000 a year
- Full-time
- Remote
- Sales
- Customer service
- Computer skills
- Dental care
- Flexible schedule
Quick apply
Remote Sales Specialist
HMG Careers —Hamilton, ON
- $69,000–$150,000 a year
- Full-time
- Remote
- Sales
- Customer service
- Computer skills
- Dental care
- Flexible schedule
Quick apply
Remote Sales Executive
Pacific Canadian Careers —Hamilton, ON
- $69,000–$150,000 a year
- Full-time
- Remote
- Sales
- Customer service
- Computer skills
- Dental care
- Flexible schedule
Quick apply
8d

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sr. business development manager, protection, automation & grid digitalization jobs near hamilton, on

Senior Client Services Manager

Celernus Investment Partners Inc
Burlington, ON

Quick apply

Job details

Full-time
$60,000–$75,000 a year
7 days ago

Qualifications

Investment
Microsoft Excel
Microsoft Office
Organizational skills
CSC
Leadership
Communication skills

Full job description

Celernus Investment Partners

About Us

Celernus Investment Partners was founded in 2011 to deliver disciplined investment management through a boutique, relationship-driven model. What began as a firm serving high-net-worth families has grown to support institutional investors and financial advisory businesses across Canada.

As our platform has expanded into wealth management, private credit, real estate, and insurance, one principle has remained constant: relationships matter as much as returns.

Our boutique structure and disciplined approach let us deliver a personal, highly attentive client experience.

Role Overview

Celernus is seeking a Senior Client Services Manager to lead client onboarding, account administration, and operational support. Reporting to the firm’s Senior Partners and working closely with our Investment Counsellor, this role coordinates client service activity across the firm while maintaining direct client and advisor interaction.

This role is ideal for a seasoned client service professional who thrives in a hands-on boutique environment. You enjoy owning complex processes end-to-end, solving problems proactively, and ensuring clients feel supported at every step. You are both a doer and a leader — someone who elevates the client experience while helping strengthen the service capabilities of the entire team.

Key Responsibilities

Client Onboarding & Relationship Support

Lead and manage all new client onboardings — from initiation to completion — while providing proactive updates and an exceptional client experience.
Coordinate all transfers, ensuring book values and account data move correctly from relinquishing custodians.
Gather, track, and maintain KYC/IPS information to ensure ongoing regulatory compliance.
Develop a deep understanding of each client’s personal and financial profile.

Operational Execution & Systems Ownership

Manage and maintain the firm’s CRM system, ensuring accuracy and up-to-date client information.
Set up all clients within NBIN systems (MyPortfolio+, Compass, etc.) and ensure accurate platform advisor configuration within NBIN and Croesus.
Set up billing in Croesus for new clients and coordinate approvals with Accounting/Compliance.
Manage internal client files, ensuring documentation is complete, organized, and privacy-compliant.
Track and maintain valid personal identification documents for all clients.

Client Reporting & Account Administration

Generate ad hoc client reporting (portfolio statements, transaction histories, etc.).
Process account-level changes: RRSP to RRIF conversions, LIRA to LIF conversions, RESP administration, PAC/SWP setups, and annual RRIF minimum calculations.
Support all aspects of account maintenance in partnership with the Investment Counsellor and Portfolio Managers.

Advisor & Custodian Support

Train clients and platform advisors on the use of NBIN and Croesus tools as the firm’s internal “power user.”
Liaise with NBIN to stay ahead of platform updates and translate new features into internal best practices.
Participate in internal service and operations meetings, contributing to both advisory and operational initiatives.

Team Leadership & Development

Coach and mentor junior service staff to help develop their technical and professional capabilities.
Support a positive, collaborative team culture with a focus on continuous improvement.

Required Qualifications

5+ years of experience in client service, operations, or account administration within wealth management, investment management, or brokerage environments.
Completion of, or willingness to complete, the Canadian Securities Course (CSC).
Strong understanding of investment account structures and operational processes (NBIN and Croesus experience preferred).
Excellent communication skills — written, verbal, and client-facing.
High attention to detail and accuracy, with strong organizational skills.
Ability to manage multiple priorities and meet deadlines in a dynamic, boutique environment.
Demonstrated initiative, ownership mentality, and willingness to collaborate with PMs, partners, advisors, and clients.
Proficiency in Microsoft Office, particularly Excel.

Compensation Package

Salary: Commensurate with experience.
Discretionary bonus program.
Benefits package available.

Join Our Team

If this seems like a good fit, we would be happy to speak. Please send your resume and cover letter to:

Chris Grant
Senior Partner, Celernus Investment Partners
[email protected]

We look forward to hearing from you.

Job Type: Full-time

Pay: $60,000.00-$75,000.00 per year

Work Location: In person

Quick apply

Refine Your Search

sr. business development manager, protection, automation & grid digitalization jobs in hamilton, on

Senior Client Services Manager

Maintenance Manager

Director of Construction

Senior Manager, Financial Planning, Funding & Analysis

Exterior Sales Representative — Eavestrough & Gutter Protection

310J Mechanic / Heavy-Duty Mechanic

Property Manager / Senior Property Manager

Allstate Sales Agent

Leasing Manager

Contracts Sr. Specialist

Program Manager, Sr. Specialist

Safety Superintendent

Pipefitter - Journeyperson

Construction Manager

Remote Business Development Insurance Agent

Sr. Specialist, Electrical Designer

Remote Sales Rep

Remote Sales Specialist

Remote Sales Specialist

Remote Sales Executive

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