Relationship Manager, Transitions

CI Financial; Toronto; On-site; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Training Reimbursement

Paid Professional Designations

Enhanced Group Benefits

Job summary

A leading financial services firm in Toronto is seeking a Relationship Manager, Transitions. This role involves managing a team to ensure seamless transitions for advisors and providing essential support. The ideal candidate will have experience in financial services, strong leadership abilities, and excellent communication skills. Competitive benefits and a focus on diversity and inclusion make this an exciting opportunity.

Qualifications

• 3 - 5 years’ experience within the financial services industry.
• Leadership experience in managing a team.
• Mutual fund and/or securities operation experience.

Responsibilities

• Lead and manage a transition service and operations team.
• Ensure client satisfaction by addressing escalated items.
• Track team statistics to manage the volume of inquiries.

Skills

Leadership skills

Excellent communication

Time-management

Understanding of onboarding

Client service

Education

College/University Degree or equivalent experience

Tools

Salesforce

RPM

Fundserv

PureFees

Job description

Join to apply for the Relationship Manager, Transitions role at CI Financial.

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

We are currently seeking a Relationship Manager, Transitions to join our Client Experience team. In this role, the successful candidate is expected to ensure the smooth running of our Transitions Team by providing them with necessary tools, support and knowledge around advisor practice and branch level changes, as well as recruitment of new businesses into Assante and maintenance of existing businesses. This position requires a deep understanding of the industry, advisor practices, and strong soft skills for effective business development and client service.

WHAT YOU WILL DO

• Lead and manage a transition service and operations team, ensuring excellence in performance and task execution.
• Oversee the onboarding of advisor assets and triage associated service items.
• Coordinate the team tasks involved with Advisor business maintenance.
• Cultivate a collaborative and high-performance team environment.
• Ensure client satisfaction by maintaining organization and promptly addressing escalated items.
• Collaborate seamlessly with colleagues across the organization to facilitate daily activities.
• Develop and guide team members in acquiring sufficient knowledge and training in order to perform their duties whilst also ensuring all team members have adequate back up when required.
• Effectively track team statistics to manage the volume of inquiries.
• Collaborate closely with the back office for escalations and identify workflow efficiencies.
• Lead, coach and develop team members to improve the teams’ processes, practices and procedures.
• Responsible for evaluating and completing performance reviews for the teams and conducting quarterly performance reviews and recommending ratings for individual team members.

WHAT YOU WILL BRING

• College/University Degree, or equivalent experience.
• 3 - 5 years’ experience within the financial services industry.
• Leadership experience in managing a team.
• Mutual fund and/or securities operation experience.
• Understanding of dealer back-office procedures.
• Successful completion of IFIC and CSC is an asset.
• RPM, Fundserv, ATON, Salesforce, PureFees experience an asset.
• Strong understanding around onboarding of new business and/or Advisor Recruitment.
• Excellent communication and listening skills to understand business needs and translate those needs into workable solutions.
• Effective time-management, ability to manage tasks simultaneously and adapt to changing priorities.
• Strong leadership skills with the ability to work within a fast-paced team oriented environment.
• High degree of accuracy, ability to work under pressure and to meet deadlines.

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station.
• Training Reimbursement.
• Paid Professional Designations.
• Employee Savings Plan (ESP).
• Corporate Discount Program.
• Enhanced Group Benefits.
• Parental Leave Top–Up Program.
• Fitness Membership Discounts.

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further. Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [e-mail], or call 416-364-1145 ext. 4747.