Relationship Manager, Advisor Services

Richardson Wealth Ltd; Montreal; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading Canadian wealth management organization seeks a Relationship Manager to ensure exceptional service for Advisor and Branch teams. The role involves managing inquiries, building relationships, and driving service improvements in a dynamic environment. Candidates should have strong customer service skills and at least 5 years of experience in financial services.

Qualifications

• Minimum 5 years experience in financial services, preferably in brokerage or wealth management.
• Experience in customer experience improvement plans & strategies.

Responsibilities

• Build relationships and establish trust as key contact to advisor teams.
• Accountable for service delivery for the branch.
• Drive continuous improvement by identifying and suggesting process improvements.

Skills

Customer Service

Communication

Decision-Making

Conflict Resolution

Relationship Building

Attention to Detail

Education

Post secondary education in business

Canadian Securities Course (CSC)

Job description

As a leading Canadian wealth management organization,Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

Position Overview

The Relationship Manager, Advisor Services (“Relationship Manager”) ensures a positive service experience for Advisor and Branch teams by providing exceptional support for their designated branch locations. They are a trusted first point of contact for incoming requests, issues and escalations across email and phone channels. They will liaise and maintain relationships between the business, Advisor Service Centre (ASC) and Fidelity Clearing Canada (our carrying broker) in responding to requests with a focus on operational and digital platform inquiries and ways to improve the experience of Advisor and Branch teams.

Key responsibilities include responding to service inquiries from designated Advisor and Branch Teams and actively monitoring open service inquiries being handled by ASC and other team members (as appropriate) to ensure successful resolution and positive experience. The Relationship Manager will establish and lead a regular check-in with BM teams for designated branches, identify common themes, collaborate with internal and external teams to identify and recommend solutions and establish trust and confidence to improve overall experience for branch and advisor teams.

This position is available at either our Toronto or Montreal branch.

This role is required to engage, orally and in writing in interactions with clients, partners, employees, branches and executives located outside Quebec. These interactions may be complex and regular, most often on a daily basis, therefore due to the extent of the interactions in English, this role requires oral and written proficiency in English and French when based in Quebec.

Duties and Responsibilities

• Build relationships and establish trust as key contact to advisor teams in designated branches, working closely with the branch management team to manage expectations, resolve issues and follow up with appropriate parties
• Accountable for service delivery for the branch and maintaining an interactive, supportive and informative branch check in process where both teams are learning from each other
• Triage incoming requests from advisor and / or branch teams received by email, phone or other channels, quickly understand stakeholder needs from basic questions to complex support, prioritize and determine best path for resolution
• Support level 1 and escalated platform and operational queries and / or assign requests to appropriate teams, queues and tiers for resolution, collaborating with other teams as needed
• Drive continuous improvement by identifying, suggesting and actively participating in process improvements
• Provide clear, friendly, and encouraging written communication to convey prompt, compassionate, and accurate information
• Proactively alert leaders of escalations or potential service disruptions and assist as needed
• Ensure necessary due diligence is taken to support the accuracy of all requests and enquiries
• Understand and apply department operating policies and procedures
• Additional duties as assigned

Qualifications

• Strong background in customer service that will be reflected in professional client interaction, ability to build relationships, and quality of service delivered
• Team player, displays passion, empathy and an appropriate sense of urgency for servicing clients
• Exercises strong decision-making skills and uses sound judgment
• Experience successfully overseeing and implementing customer experience improvement plans & strategies to ensure customer loyalty
• Experience establishing and growing relationships with all key internal and external stakeholders
• An excellent listener with strong communication and conflict resolution skills,
• Ability to work in a fast-paced dynamic environment with multiple stakeholders
• Ability to work independently with minimal guidance
• Very thorough and detailed oriented
• Comfortable with technology and able to explain features to others, with an appreciation for how digital solutions can be used to drive efficiency and effectiveness

Education & Experience

• Minimum 5 years experience in financial services, preferably within brokerage or wealth management in a sales assistant or other front office capacity
• Canadian Securities Course (CSC) completed preferred
• Post secondary education in business or a related discipline, or an appropriate combination of education and experience required.

LI-DNI

LI-Hybrid

Why Apply :

Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus : to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?

If so, we’re ready to invest in you.

Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process. We are a proud partner of Pride at Work Canada.

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