Prestige Relationship Lead - Remote Advisor Support

iA Financial Group; Vancouver; Remote; CAD 70,000 - 80,000; Full time

Job summary

A financial services firm is seeking a Prestige HNW Relationship Manager in Vancouver. The role involves acting as the main point of contact for Advisors, providing tailored support, and helping to grow their practice. Ideal candidates will have 3-5 years of industry experience and a strong client-service focus. The position offers a competitive salary between $70,000 and $80,000, along with various benefits including remote working and a wellness account.

Benefits

Competitive paid vacation days

Year-end bonus

Pension plan

Health and dental coverage

Remote working

Wellness account

Qualifications

• 3-5 years of industry experience with a CIRO firm, understanding of financial industry landscape.
• Strong client-service or advisor-service focus for high-net-worth Advisors.
• Experience with independent financial advisors.

Responsibilities

• Act as the main point of contact for Advisor questions.
• Proactively communicate with Advisors to resolve issues.
• Develop and maintain relationships with other internal departments.

Skills

Client-service focus

Interpersonal skills

Relationship management

Education

3-5 years of industry experience with a CIRO firm

CSC and CPH certifications

Tools

Industry operating systems

Job description

A financial services firm is seeking a Prestige HNW Relationship Manager in Vancouver. The role involves acting as the main point of contact for Advisors, providing tailored support, and helping to grow their practice. Ideal candidates will have 3-5 years of industry experience and a strong client-service focus. The position offers a competitive salary between $70,000 and $80,000, along with various benefits including remote working and a wellness account.