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Remote Prestige Relationship Manager for HNW Advisors

iA Financial Group

Remote

CAD 70,000 - 80,000

Full time

Yesterday
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Job summary

A prominent financial services firm in Canada is seeking a Prestige HNW Relationship Manager to support its top Advisors. The role includes acting as a main contact, proactively resolving issues, and providing tailored support. Candidates should have 3-5 years of experience in the financial industry, with a strong client-service focus and excellent relationship management skills. Benefits include competitive paid vacation, health coverage, and a base salary of $70,000-$80,000. Join this dynamic team to make a difference.

Benefits

Competitive paid vacation days
Year-end bonus
Pension plan
Health and dental coverage
Wellness account
Remote working

Qualifications

  • 3-5 years of industry experience with a CIRO firm.
  • Experience with National Bank Independent Network (NBIN) an asset.
  • Strong focus on high-net-worth Advisors and clients.

Responsibilities

  • Act as the main point of contact for Advisor questions.
  • Proactively communicate with Advisors to resolve issues.
  • Build customized support plans for each Advisor.

Skills

Client-service focus
Relationship management
Interpersonal skills
Job description
A prominent financial services firm in Canada is seeking a Prestige HNW Relationship Manager to support its top Advisors. The role includes acting as a main contact, proactively resolving issues, and providing tailored support. Candidates should have 3-5 years of experience in the financial industry, with a strong client-service focus and excellent relationship management skills. Benefits include competitive paid vacation, health coverage, and a base salary of $70,000-$80,000. Join this dynamic team to make a difference.
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