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Corporate Advisor (Customer Service) - Mississauga Office

  • Mississauga, ON
  • On-site
  • Posted Oct 15, 2026
  • 1 position

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Employment type
Full-time
Experience level
Entry, Junior · 0+ years
Posting language
English
Working hours
40 hours per week

Job summary

Respond to client inquiries, assess business needs, recommend setup structures, and present proposals for Canadian formation, compliance, accounting, tax, and advisory services. Coordinate onboarding and service delivery with Canadian teams and Dubai operations, maintain CRM records, support sales initiatives, and report on sales pipelines.

Job details

We are seeking a confident, ambitious, and client-focused Client Services & Sales Consultant to join our team in Mississauga, Canada. The primary focus of this role is to manage Canadian client inquiries, assist with company formation and compliance in Canada, and promote accounting, tax, and business advisory services offered by our Canadian firm. You will also support clients interested in establishing businesses in Dubai and other jurisdictions by coordinating with our Dubai operations team. Key Responsibilities Respond promptly to inbound inquiries via phone, email, and CRM platforms. Conduct consultation calls to assess client needs and recommend the right business setup structure Provide guidance on basic CRA compliance requirements (corporate taxes, GST/HST, payroll, etc.). Prepare and present proposals, pricing, and service agreements to clients. Coordinate with our internal Canadian tax & accounting teams for onboarding and service delivery. Manage cross-border service requests by working closely with our Dubai team when clients require UAE business setup solutions. Maintain accurate CRM records, follow-ups, and client documentation. Promote additional services including: Monthly accounting & bookkeeping Tax filing and compliance Business advisory & digital solutions Support sales initiatives, networking activities, and key partnership opportunities in Canada. Ensure proper handover of clients to operations teams and maintain high-quality service throughout. Generate periodic sales and pipeline reports for management. ​ Requirements Customer service, business setup, accounting firm or sales experience in Canada is a strong advantage. Excellent English communication skills — both written and verbal. Strong confidence in client communication and consultative selling. Organized, proactive, and able to manage multiple tasks efficiently. Knowledge or background in accounting/tax/CRM systems is an asset. Benefits A competitive base salary along with an exciting incentive structure. Opportunities for personal and professional growth. Continuous learning and development. Collaborative, diverse, and dynamic work environment. Direct impact on entrepreneurs, startups, and multinational corporations. Future growth prospects.

What you’ll do

Respond to client inquiries, assess business needs, recommend setup structures, and present proposals for Canadian formation, compliance, accounting, tax, and advisory services. Coordinate onboarding and service delivery with Canadian teams and Dubai operations, maintain CRM records, support sales initiatives, and report on sales pipelines.

Requirements

The posting favors candidates with 1–3 years of relevant customer service, business setup, accounting firm, or sales experience in Canada. Candidates should have excellent written and verbal English, confidence in client communication and consultative selling, and strong organizational skills; accounting, tax, or CRM knowledge is an asset.

Benefits

  • Competitive Base Salary
  • Incentive Structure
  • Personal And Professional Growth Opportunities
  • Continuous Learning And Development
  • Collaborative Work Environment
  • Future Growth Prospects

Listed skills

  • Customer service · Preferred
  • Consultative Selling · Preferred
  • Payroll · Preferred
  • CRM Management · Preferred
  • Client Onboarding · Preferred
  • Accounting · Preferred
  • Bookkeeping · Preferred
  • Sales Reporting · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

  • Customer Service
  • Consultative Selling
  • Client Communication
  • Business Setup
  • Canadian Tax Compliance
  • Corporate Tax
  • GST/HST
  • Payroll
  • Proposal Preparation
  • CRM Management
  • Client Onboarding
  • Accounting
  • Bookkeeping
  • Business Advisory
  • Sales Reporting
  • Cross-Border Coordination
  • Client Needs Assessment
  • Continuous Development
  • Solutions Support
  • Sales Prospecting
  • Customer Relationship Management
  • Client Services
  • Communication
  • English Language
  • Sales
  • Operations
  • Tax Preparation

Job areas

  • Sales
  • Customer Service & Support
  • Finance & Accounting
  • Consulting
  • Marketing
  • Corporate Customer Service Manager
  • Customer Service Representative (General)
  • Inquiry Clerks
  • Customer Service Representatives

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