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Senior HNW Prestige Relationship Manager
3 months ago
About the role:
Senior HNW Relationship Managers offer fully accountable, full circle issue resolutions to iAPW top Advisors. Their key accountabilities are:
- Acting as the main point of contact for Advisor questions or concerns.
- One on One relationship with our Top 40 Advisors.
- Presentation skills with One on One and (depending on individual) Group training on Systems, Procedures and Best Practices for Top 40 HNW Prestige Advisors and their staff.
- Proactively communicating with Advisors, with a goal to identify and resolve issues before escalation is necessary.
- Encouraging daily communication with each Advisor group and making genuine effort to know each team member and their roles.
- Building a customized support plan for each Advisor, which could include special projects (Systems, Policy, Procedures and Best Practices) requiring effort and attention beyond the RM’s daily duties.
Other accountabilities would be:
- Onboarding of new Prestige Advisors.
- Temporarily providing Prestige support to new non-Prestige Advisors, as needed.
- Develop and maintain relationships with other internal departments (On behalf of Prestige Team).
- Coordinating with internal or external subject matter experts to identify strategies to help Advisors grow and increase the quality of their practice. This could include working with experts in Financial Planning, Marketing or Social Media, Insurance, Compliance, etc.
- Be involved in creating curriculum for Admin training sessions lead by Rayleen.
- Attend Admin Focus when needed.
- Lead DMS (Mondays and Fridays).
- Occasionally represent Prestige Team Members on Practice Management weekly DMS.
Toronto, Ontario
Other Possible Location(s)Winnipeg, Manitoba
CompanyiA Private Wealth Inc.
Posting End Date2024-09-03
Company OverviewiA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.
At iA, we’re invested in you.
Our Commitment to Diversity and InclusionAt iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.
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