Personal Relationship Manager

Logic Executive Search & Workplace Solutions; Kingsville; On-site; CAD 71,639 - 95,519; Full time

Benefits offered by this job

Competitive salary

Short-term incentive pay bonus

Career development opportunities

Job summary

A respected recruitment agency is seeking a Personal Relationship Manager to join a banking organization in Kingsville, Ontario. This is a full-time role focusing on managing high-value member relationships, providing expert financial advice, and driving growth opportunities. Candidates should possess a degree in business or finance and have over three years of experience in personal banking or financial advisory roles. This position offers a competitive salary and a supportive work environment focused on professional growth.

Qualifications

• 3+ years of experience in personal banking, relationship management, or financial advisory.
• Results-driven with strong negotiation and relationship management skills.
• PFP or CFP designation (or working toward) preferred.

Responsibilities

• Manage a defined portfolio of high-value members.
• Provide expert financial advice across lending and banking.
• Identify opportunities to drive member loyalty and value.

Skills

Financial advice

Portfolio management

Business development

Relationship management

Communication skills

Education

Diploma or Bachelor’s degree in business or finance

Tools

Financial products knowledge

Job description

At Logic Executive Search and Workplace Solutions we strive to be a valued, strategic business partner providing the highest level of executive recruitment expertise and customized workplace strategies.

The Opportunity

Logic Executive Search & Workplace Solutions is proud to partner with Libro Credit Union on the recruitment of a Personal Relationship Manager in Kingsville, Ontario. Reporting to the Branch Manager, the Personal Relationship Manager is responsible for maintaining a high level of portfolio management discipline, driving member loyalty, and consistently identifying growth opportunities within the existing member base while also sourcing new high-value relationships.

Position Availability

• This posting is for a vacancy within the organization.

What’s In It For You

• Base Salary Range: $71,639 – $95,519 per year, plus eligibility for a 10% short-term incentive pay bonus
• Work for a purpose-driven organization that puts members, local businesses, and communities first
• Grow your career in a collaborative environment that values performance, professional development, and community impact

What You’ll Be Responsible For

• Managing a defined portfolio of high-value and high-potential members as the primary point of contact for their financial needs.
• Providing expert financial advice across lending, mortgages, HELOCs, day-to-day banking, and investment transactions.
• Identifying opportunities to consolidate financial services to drive member loyalty and long‑term value.
• Delivering personalized, solutions-based advice aligned to each member’s unique financial goals.
• Engaging internal specialists to address complex planning, lending, or insurance needs.
• Growing the portfolio by deepening existing member relationships and identifying internal growth opportunities.
• Sourcing new high-value members through targeted outbound business development efforts.
• Building strong internal partnerships to increase retention and wallet share.
• Advising members on mutual fund investments and aligning solutions with financial objectives.
• Referring complex wealth, retirement, or estate planning needs to Financial Planners.
• Integrating banking, lending, and investment solutions to support a consolidated financial services approach.
• Ensuring compliance with regulatory requirements, policies, and risk guidelines.
• Maintaining accurate documentation and disciplined portfolio management while balancing risk and growth.

The Ideal Candidate

• Diploma or Bachelor’s degree in business, finance, or a related field.
• 3+ years of experience in personal banking, relationship management, lending, or financial advisory.
• Proven ability to manage complex financial needs for high-value members and grow portfolios through business development and service consolidation.
• PFP or CFP designation (or working toward) preferred.
• Experience in wealth advisory, personal lending, or high-value relationship management, with strong knowledge of lending structures, credit, and financial products.
• Strong business development, portfolio management, and financial analysis skills, with the ability to deliver integrated solutions.
• Results-driven, proactive, and adaptable, with strong communication, negotiation, and relationship management skills.
• Committed to continuous learning and professional growth.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Management

Industries

• Banking

Logic Executive Search and Workplace Solutions is dedicated to supporting opportunities that reflect the diversity of the communities we serve. We value diverse perspectives and experiences, and encourage individuals from all backgrounds to apply, including those who may not meet every requirement listed.

If you are interested in applying for this position, please forward a copy of your resume to [e-mail]. We thank all those who apply for this role, however, only those selected for an interview will be contacted.

Logic Executive Search and Workplace Solutions is committed to providing accessible employment practices that follow the Accessibility for Ontarians with Disabilities Act and the Ontario Human Rights Code. Should you require accommodation during any phase of the recruitment process, please let our recruitment team know.