Work In Tech

Find your next role at Canada's fastest-growing tech companies

Account Senior Specialist, Large Priority Accounts (Financial Services Industry)



Accounting & Finance
Toronto, ON, Canada
Posted on Tuesday, August 15, 2023

Job Type: Permanent
Reference code: 124298
Primary Location: Toronto, ON
All Available Locations: Toronto, ON

Our Purpose

At Deloitte, we are driven to inspire and help our people, organization, communities, and country to thrive. Our Purpose is to build a better future by accelerating and expanding access to knowledge. Purpose defines who we are and gives us reason to exist as an organization.

By living our Purpose, we will make an impact that matters.

  • Learn from deep subject matter experts through mentoring and on the job coaching
  • Leverage the Deloitte CPA Advantage program, a comprehensive support program for CPA modules and the CFE.
  • Be encouraged to deepen your technical skills…whatever those may be.
  • Build your leadership skills at Deloitte University.
  • Have many careers in one Firm.
  • Partner with clients to solve their most complex problems
  • Enjoy flexible, proactive, and practical benefits that foster a culture of well-being and connectedness.
  • Enjoy My Benefit Dollars - a flexible benefit to support your physical, financial and emotional well-being.
  • Experience a firm where wellness matters.
  • Experience MyFlex and an agile work environment where work is what you do not where you do it
  • Experience MyFlex where reduced hours or seasonal work allows you to meet your personal goals.
  • Build a network of colleagues for life
  • Have an impact that matters through pro bono and significant volunteer opportunities.
  • Be empowered to lead and have impact with clients, our communities and in the office.
  • Be expected to share your ideas and to make them a reality.
  • Be part of a firm that leads the way and pushes themselves to look like contemporary Canada.
  • Grow your network and your knowledge by joining one of our many Employee Resource Groups.


Are you looking for an opportunity to work with the Client Account Management group within the Deloitte Priority Account team?

Deloitte’s Client Account Senior Specialists work on our Large Priority Accounts portfolio. While this is not a sales role, Senior Specialists spend 50% of their time on client focused activities.

Read more below!

What will your typical day look like?

Every day will not be the same, but your responsibilities may include but are not limited to:

Relationship Tracker

  • Coordinates team activities and client events to enable lead generation
  • Maintains relationship map / bios, tracking meetings and interactions
  • Shares client intelligence across the team


  • Researches the client’s business, competitors, and industry
  • Supports pursuit development and engages supporting resources across the firm

Account Networker

  • Understands team dynamics and coordinates team communication, meetings, networking, and learning
  • Creates and maintains onboarding / off-boarding documents

Team Coordinator

  • Supports Client Account Manager(s), Lead Business Partners, and Lead Client Service Partners in communicating the account vision, strategy, and goals
  • Demonstrates Servant Leadership
  • Develops and shares best practices across accounts

Financial Tracker

  • Leverages financial investment tools, develops outputs, and tracks progress
  • Coordinates account revenue plan, periodic performance, rate card and pipeline growth


  • Gathers data to resolve any risk or brand issues (client feedback, debriefs, etc.)
  • Tracks opportunity pipeline and in-flight projects

Industry Support

  • Develops agendas and presentations for Industry Leadership and Industry Client Account Management Community
  • Supports annual planning, financial and opportunity reporting, and client feedback cycles

About the team

Join a group of high-performing, dynamic, driven, and fun individuals working together to bring best practices and innovative ideas from around the world to our clients. We connect regionally and nationally to share experiences and ideas which have proven to help address our client’s top priorities and reach the heart of business issues. Our CAMmunity is passionate about helping each other, driving results, being the experts and voice of our clients, and developing a functional knowledge of our sectors and industries.

Enough about us, let’s talk about you

You are someone with:

  • Bachelor's degree and 2+ years’ professional services experience in account management, project management and business development strategy with experience in areas such as marketing, communication, sales, and pursuit management.
  • General Financial Services industry knowledge or direct experience working in industry are an asset, but not required.
  • Proven experience working towards becoming a trusted advisor to senior leaders through experience in internal / external relationship building to increase account penetration leading to increased revenue opportunities
  • Success in playing a coordination role within an account team framework and the ability to connect cross-functional teams (i.e. working effectively and teaming with Lead Client Service Partners, Service Line/Industry leaders, practitioners, and other business development professionals)
  • Poised, executive presence, business acumen, and high articulacy
  • Background and experience in communications (written and verbal), project / program management, experienced in financial reporting using supporting technology (e.g. Microsoft suite, collaboration tools, CRM)
  • Ability to take information and present it in a clear, professional, and polished manner using PowerPoint or other supporting programs.

Our promise to our people: Deloitte is where potential comes to life.

Be yourself, and more.

We are a group of talented people who want to learn, gain experience, and develop skills. Wherever you are in your career, we want you to advance.

You shape how we make impact.

Diverse perspectives and life experiences make us better. Whoever you are and wherever you’re from, we want you to feel like you belong here. We provide flexible working options to support you and how you can contribute. Be the leader you want to be.

Be the leader you want to be

Some guide teams, some change culture, some build essential expertise. We offer opportunities and experiences that support your continuing growth as a leader.

Have as many careers as you want.

We are uniquely able to offer you new challenges and roles – and prepare you for them. We bring together people with unique experiences and talents, and we are the place to develop a lasting network of friends, peers, and mentors. Our TVP is about relationships – between leaders and their people, the firm and its people, peers, and within in our communities.

The next step is yours

At Deloitte, we are all about doing business inclusively – that starts with having diverse colleagues of all abilities. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada. This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our AccessAbility Action Plan, Reconciliation Action Plan and the BlackNorth Initiative.

By applying to this job you will be assessed against the Deloitte Global Talent Standards. We’ve designed these standards to provide our clients with a consistent and exceptional Deloitte experience globally.
Deloitte Canada has 30 offices with representation across most of the country. We acknowledge our offices reside on traditional, treaty and unceded territories as part of Turtle Island and is still home to many First Nations, Métis, and Inuit peoples. We are all Treaty people.