Corporate Advisor (Customer Service)

Mississauga, ON
On-site
Posted Sep 23, 2026
1 position

Opens an external site

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

Job summary

The role involves managing client inquiries, assisting with business formation and compliance, and promoting accounting and advisory services. You will also coordinate cross-border service requests and maintain accurate CRM records while supporting sales initiatives.

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. Continuous learning and development. Direct impact on entrepreneurs, startups, and multinational corporations. Future growth prospects. Opportunities for personal and professional growth. Collaborative, diverse, and dynamic work environment.

What you’ll do

Requirements

Candidates should have experience in customer service, business setup, or accounting firms, along with excellent English communication skills. A proactive approach to consultative selling and familiarity with CRM systems are highly valued.