Remote HNW Relationship Architect

iA Financial Group; Winnipeg; On-site; CAD 70,000 - 80,000; Full time

Job summary

A leading financial services provider is seeking a Prestige HNW Relationship Manager in Winnipeg, Manitoba. The role involves managing client relationships with top Advisors, ensuring exceptional support and service. Ideal candidates should have 3-5 years' industry experience and a strong focus on client service. The position offers a salary between $70,000 and $80,000, along with attractive benefits in a dynamic work environment.

Benefits

Competitive paid vacation days

Year-end bonus

Pension plan

Health and dental coverage

Wellness account

Remote working option

Qualifications

• Minimum 3-5 years of experience in the financial industry.
• Experience with National Bank Independent Network is an asset.
• Demonstrates a strong advisor-service focus.

Responsibilities

• Act as the main point of contact for Advisors.
• Proactively resolve issues for Advisors before escalation.
• Onboard new Prestige Advisors and provide tailored support.

Skills

Client-service focus

Interpersonal skills

Understanding of financial advisors' needs

Education

Industry experience with a CIRO firm

CSC and CPH certification

Tools

Knowledge of industry operating systems

Job description

A leading financial services provider is seeking a Prestige HNW Relationship Manager in Winnipeg, Manitoba. The role involves managing client relationships with top Advisors, ensuring exceptional support and service. Ideal candidates should have 3-5 years' industry experience and a strong focus on client service. The position offers a salary between $70,000 and $80,000, along with attractive benefits in a dynamic work environment.