Relationship Manager, Coach, Private Equity
2 weeks ago
Do you thrive in a fast-paced, professional and fun environment? Are you looking for a place to showcase your client relationship skills? Do you have an entrepreneurial mindset? If so, we're growing and seeking passionate, energetic and determined people to join our Wealth Management team Skyline's Head Office is located in Guelph, ON.
Job description
The Relationship Manager, Coach, Private Equity will oversee the Wealth Management team by advising on policies, procedures, and training new team members on Skyline Wealth Management Inc. (“SWMI”) best practices. This role will also develop relationships with new investors, create referral sources and programs, and is expected to grow existing investor relationships.
What you will be doing:
- Develop employee skills through regular coaching and development sessions; using tools and other market intel to ensure Relationship Managers have a broad understanding of real estate and investment marketplace.
- Assist with organizing and prioritizing the team’s workload based on the business priority.
- Assist with the review of the Relationship Manager team’s outputs, and review for accuracy and effectiveness while also providing feedback to the team.
- Prospecting new leads generated by marketing.
- Develop new investor lead sources and centers of influence using Sales Navigator.
- Maintain relationships with existing top tier clients and/or high referral sources with regular investor communications and in person meetings when applicable.
- Provide reliable and timely information to current and prospective investors and support prospective and existing investors.
- Provide client support to maintain excellent customer satisfaction.
- Passion - for investment management, finance and economics.
- Professionalism - it means so many things, but to us it's about taking pride in the quality of service we provide to our customers.
- Personality - you're the individual with a great sense of humour that everyone wants to talk to Not only do you know how to make a positive first impression, you know how to make it last.
- Drive - you're a seasoned traveler who knows that being in front of an investor is one of the best ways to communicate. You’re also not afraid to pick up the phone or present to an audience.
- Diligence - you understand that being thorough is crucial when tracking sales activities and you have experience with Client Relationship Management (CRM) tools like Salesforce.
- Knowledge - of exempt market investments and proven experience in providing financial advice. You also have the ability to problem solve and plan effectively and independently.
- Language - excellent verbal and written communication skills in French would be considered a strong asset.
- Experience - at least 5 years related investment management experience.
- Education - a University Degree (Business, Economics, Accounting, Finance), completion of Canadian Securities course, CIM/CFA designations preferred and the ability to meet all regulatory requirements to be registered as a Dealing Representative for an Exempt Market Dealer.
Why you want to work here:
- You are the epitome of a people person and much like your humble demeanor, providing excellent customer service comes second nature to you.
- Relationships are important to you and you know how to build trust especially over the phone and face to face.
- You are eager to help build a business you believe in and fiercely driven to make your mark in a competitive industry.
- You get a thrill from working with a great team and enjoy collaborating with others.
- Schmoozing is fun for you and sharing your love of our exempt market products with others is why you get out of bed in the morning.
- Working for a growing company that supports environmental stewardship and social responsibilities is a must for you.
- You want to work for an employer that supports work-life balance and truly cares that you are fulfilled in your life.
The Skyline Group of Companies is a fully integrated investment management organization: grounded in real estate, powered by people, and growing for the future. Every aspect of Skyline is managed with the utmost care and attention to detail, from consulting with investors to fostering a sense of community at each and every one of its properties.
We offer our employees a competitive base salary + monthly commissions, benefits, paid volunteer day, group RSP, on-going training, growth potential and so much more. Our workplace culture empowers staff at all levels to become involved in supporting and building vibrant communities.
Join Skyline - Grounded in real estate. Powered by people. Growing for the future
-
Relationship Manager, Coach, Private Equity
3 weeks ago
Guelph, Canada The Skyline Group of Companies Full timeRelationship Manager, Coach, Private EquityDo you thrive in a fast-paced, professional and fun environment? Are you looking for a place to showcase your client relationship skills? Do you have an entrepreneurial mindset? If so, we're growing and seeking passionate, energetic and determined people to join our Wealth Management team! Skyline's Head Office is...
-
Relationship Manager, Private Equity
4 months ago
Guelph, Canada Skyline Group of Companies Full timeDo you thrive in a fast-paced, professional and fun environment? Are you looking for a place to showcase your client relationship skills? Do you have an entrepreneurial mindset? If so, we're growing and seeking passionate, energetic and determined people to join our Wealth Management team! Skyline's Head Office is located in Guelph, ON. Job description...
-
Guelph, Ontario, Canada The Skyline Group of Companies Full timeJob DescriptionJob Title: Relationship Manager, Business Development Specialist, Private EquityJob Summary:We are seeking a highly skilled and experienced Relationship Manager to join our team at The Skyline Group of Companies. As a key member of our Wealth Management team, you will be responsible for developing and maintaining strong relationships with our...
-
Guelph, Ontario, Canada The Skyline Group of Companies Full timeJob DescriptionJob Title: Relationship Manager, Business Development Specialist, Private EquityJob Summary:We are seeking a highly skilled and experienced Relationship Manager to join our team at The Skyline Group of Companies. As a key member of our Wealth Management team, you will be responsible for developing and maintaining strong relationships with our...
-
Relationship Manager, Private Equity
4 months ago
Guelph, Canada the Ladders Full timeDo you thrive in a fast-paced, professional and fun environment? Are you looking for a place to showcase your client relationship skills? Do you have an entrepreneurial mindset? If so, we're growing and seeking passionate, energetic and determined people to join our Wealth Management team! Skyline's
-
Guelph, Ontario, Canada Skyline Group of Companies Full timeJob Description**About the Role**We are seeking a highly skilled and experienced Relationship Manager to join our Wealth Management team at the Skyline Group of Companies. As a key member of our team, you will be responsible for overseeing the Wealth Management team by advising on policies, procedures, and training new team members on our best...
-
Guelph, Ontario, Canada Skyline Group of Companies Full timeJob Description**About the Role**We are seeking a highly skilled and experienced Relationship Manager to join our Wealth Management team at the Skyline Group of Companies. As a key member of our team, you will be responsible for overseeing the Wealth Management team by advising on policies, procedures, and training new team members on our best...
-
Guelph, Ontario, Canada the Ladders Full timeAbout the RoleWe are seeking a highly motivated and results-driven Client Relationship Specialist to join our Wealth Management team at The Ladders. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving revenue growth.Key...
-
Guelph, Ontario, Canada the Ladders Full timeAbout the RoleWe are seeking a highly motivated and results-driven Client Relationship Specialist to join our Wealth Management team at The Ladders. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving revenue growth.Key...
-
Regional Manager, Commercial
1 day ago
Guelph, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Regional Manager, Commercial to join our Canadian Commercial Banking team in Canada. As a key member of our team, you will play a critical role in driving business growth and delivering exceptional client experiences.Key ResponsibilitiesContribute to the overall success of the Canadian Wealth Management...
-
Regional Manager, Commercial
1 day ago
Guelph, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Regional Manager, Commercial to join our Canadian Commercial Banking team in Canada. As a key member of our team, you will play a critical role in driving business growth and delivering exceptional client experiences.Key ResponsibilitiesContribute to the overall success of the Canadian Wealth Management...
-
Regional Manager, Commercial
7 days ago
Guelph, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and experienced Regional Manager, Commercial to join our Canadian Commercial Banking team. As a key member of our team, you will be responsible for driving business growth and developing strategic relationships with clients.Key ResponsibilitiesContribute to the overall success of the Canadian Commercial Banking...
-
Regional Manager, Commercial
7 days ago
Guelph, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and experienced Regional Manager, Commercial to join our Canadian Commercial Banking team. As a key member of our team, you will be responsible for driving business growth and developing strategic relationships with clients.Key ResponsibilitiesContribute to the overall success of the Canadian Commercial Banking...
-
Regional Manager, Commercial
6 days ago
Guelph, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and experienced Regional Manager, Commercial to join our Canadian Commercial Banking team. As a key member of our team, you will be responsible for driving business growth and developing strategic relationships with clients.Key ResponsibilitiesContribute to the overall success of the Canadian Commercial Banking...
-
Regional Manager, Commercial
6 days ago
Guelph, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and experienced Regional Manager, Commercial to join our Canadian Commercial Banking team. As a key member of our team, you will be responsible for driving business growth and developing strategic relationships with clients.Key ResponsibilitiesContribute to the overall success of the Canadian Commercial Banking...
-
Regional Manager, Commercial
3 days ago
Guelph, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Regional Manager, Commercial to join our Canadian Commercial Banking team in Canada. As a key member of our team, you will play a critical role in driving business growth and delivering exceptional client experiences.Key ResponsibilitiesContribute to the overall success of the Canadian Wealth Management...
-
Regional Manager, Commercial
3 days ago
Guelph, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Regional Manager, Commercial to join our Canadian Commercial Banking team in Canada. As a key member of our team, you will play a critical role in driving business growth and delivering exceptional client experiences.Key ResponsibilitiesContribute to the overall success of the Canadian Wealth Management...
-
Regional Manager, Commercial
1 week ago
Guelph, Canada Scotiabank Full timeRequisition ID: 207500Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. PurposeContributes to the overall success of the Canadian Wealth Management Partnerships and Canadian Commercial Banking team in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support...
-
Regional Manager, Commercial
7 days ago
Guelph, Canada Scotiabank Full timeRequisition ID: 207500 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose Contributes to the overall success of the Canadian Wealth Management Partnerships and Canadian Commercial Banking team in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in...
-
Relationship Manager
1 month ago
Guelph, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
