Remote HNW Relationship Architect

iA Financial Group; Calgary; Hybrid; CAD 70,000 - 80,000; Full time

Job summary

A dynamic financial services firm is seeking a Prestige HNW Relationship Manager in Calgary, Alberta. The ideal candidate has 3-5 years of experience in the financial industry and excels in building relationships with high-net-worth advisors. You'll be responsible for ensuring exceptional support, onboarding new Advisors, and developing strategies to enhance their practices. Offering competitive compensation including benefits and remote working options.

Benefits

Competitive paid vacation days

Year-end bonus

Pension plan

Group insurance

Health and dental coverage

Wellness account

Remote working options

Qualifications

• Experience with a CIRO firm is required.
• Strong understanding of the financial industry.
• Ability to cater to the unique needs of high-net-worth clients.

Responsibilities

• Act as the main point of contact for advisors.
• Proactively communicate to resolve issues.
• Onboard new Prestige Advisors effectively.
• Coordinate with subject matter experts.

Skills

Client-service focus

Relationship management

Problem solving

Communication skills

Education

Minimum 3-5 years industry experience

CSC and CPH asset

Experience with NBIN asset

Job description

A dynamic financial services firm is seeking a Prestige HNW Relationship Manager in Calgary, Alberta. The ideal candidate has 3-5 years of experience in the financial industry and excels in building relationships with high-net-worth advisors. You'll be responsible for ensuring exceptional support, onboarding new Advisors, and developing strategies to enhance their practices. Offering competitive compensation including benefits and remote working options.