Prestige Relationship Manager

Iaawg; Vancouver; On-site; 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

About the role

We are in search of a Prestige HNW Relationship Manager to offer fully accountable, full-circle issue resolutions to iA Private Wealth top Advisors.

In this role, you will be at the forefront of providing exceptional service and support and the key accountabilities include:

• Acting as the main point of contact for Advisor questions or concerns, ensuring their needs are addressed in a timely and effective manner.
• Proactively communicating with Advisors to identify and resolve issues before they elevate, ensuring a seamless and positive experience for our clients and Advisors alike.
• Encouraging daily communication with each Advisor group, forging strong relationships, and making a genuine effort to understand and support each team member and their roles.
• Building a customized support plan for each Advisor, which could include special projects that require dedicated effort and attention beyond the RM’s daily duties, ensuring we cater to the unique needs of each Advisor.
• Providing temporary Prestige support to new non-Prestige Advisors as needed, extending assistance to onboard and integrate them into our network.
• Developing and maintaining relationships with other internal departments, collaborating to create a cohesive and supportive environment for our Advisors.
• Onboarding new Prestige Advisors, ensuring seamless integration and providing tailored support to set them up for success.
• Coordinating with internal or external subject matter experts to identify strategies to help Advisors grow and increase the quality of their practice, including financial planning, marketing, social media, insurance, and compliance.
• Assisting in creating a curriculum for Admin training sessions and actively participating in industry events to keep abreast of the latest developments and enhance knowledge and skills.

The ideal candidate will have:

• Minimum 3-5 years of industry experience with an CIRO firm, demonstrating a deep understanding of the financial industry landscape.
• CSC and CPH is considered an asset.
• Experience with National Bank Independent Network (NBIN) considered an asset.
• A strong client-service or advisor-service focus, with a demonstrated ability to cater to the unique needs of high-net-worth Advisors and clients.
• Experience working in a firm with independent financial advisors, showcasing a nuanced understanding of their requirements and challenges.
• Good knowledge of industry operating systems, procedures, and compliance, ensuring smooth operations and adherence to regulatory standards.
• Excellent interpersonal and relationship management skills, with a collaborative approach to building strong, enduring professional relationships.
• If you are a passionate and dedicated individual with a track record of delivering exceptional client service and are eager to contribute to the growth of our team, we invite you to apply for this exciting opportunity.

Benefits

Some of our benefits include competitive paid vacation days, year end bonus, pension plan, group insurance, health and dental coverage, share purchase plan, wellness account, internet allowance, remote working, etc. The base salary for this role is between $70,000-$80,000.

Join us and play a key role in the success of our Advisors and clients while growing professionally in our dynamic and supportive work environment. Apply now and be part of a team that values your skills and expertise.