Relationship Manager

4 days ago


Vancouver, Canada TMX Group Limited Full time

Venture outside the ordinary - TMX Careers

The TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets. United as a global team, we’re connecting cross-functionally, traversing industries and geographies, moving opportunity into action, advancing global economic growth, and propelling progress. Through a rich exchange of ideas, meaningful collaboration, and a nimble operating model, we're powering some of the nation's most critical systems, fueling capital formation and innovation, bringing increased opportunity to business visionaries, product ingenuity to consumers, and career exploration to our team.

Ready to be part of the action?
- Now Hiring: Relationship Manager_

The relationship manager, reporting to the Regional Head, Client Management, will develop strong cross functional relationships at the senior management level of our clients’ organization so that we effectively identify and capitalize on opportunities in all product lines. They will provide the full suite of services to assigned corporate clients and lead the client relationships across product lines. The relationship manager is responsible for the overall quality of service, profitability and risk containment of assigned clients

Key Accountabilities- Assume responsibility for leading and strengthening the client relationship.- Develop and implement call plan for all clients. Find opportunities across all product areas and build action plans accordingly.- Upsell and cross sell new/valuable services to clients.- Keep Salesforce updated with all key contacts, influences and opportunities.- Prepare proposals, negotiate contracts as the need arises.- Develop positive relationships within multiple functions at client organization.- Work closely with the product development and business management of all product areas to help craft solutions to meet client needs.- Alert senior management to real or potential issues. Post and update Salesforce with Client At Risk information.- Review various legal and corporate documents/contracts, assessing degree of responsibility and risk for the Company; collaborate with internal counsel; provide information to corporate clients, their legal counsel and underwriters, and sign contracts on behalf of the Company, coordinates and attends closings.- Manage the process of transferring new business to the Company; ensure complete client documentation is in place; facilitate the effective integration of new clients into the ongoing operation and ensure appropriate system set up to allow the account to be run efficiently.- Participate in the formulation and negotiation of fee quotes as required.- Ensure compliance with policies, procedures and regulatory requirements.- Perform other duties as assigned.

Must Have:
- 3 to 5 years’ experience in the financial services industry and/ or 1 to 3 years of proven experience in a client facing, relationship management role.- Post Secondary Education in a relevant field of study or equivalent experience- Experience in Financial services industry is required- Strong interpersonal skills, decision making, and problem solving skills- Develops and maintains positive relationships with internal and external clients. Consistent track record in understanding clients’ needs and developing the appropriate solutions- Supports the organization’s ability to improve current revenue opportunities and find new sources of revenue growth- Strong negotiating skills and proven ability to influence without authority- The ability to work in a fast-paced, deadline driven environment.

Nice Have:
- Bilingual English & French, an asset
- Salary_ Range: 62K_ to 72K_

In the market for

Excitement - Explore emerging technology and innovation, as well as ventures and digital finance that shape the future of global markets Experience the movement of the market while grounded in the stability of close to 200 years of success.

Connection - With site hubs in some of the world’s most multicultural cities, we leverage our size and structure to create rich connections and belonging while experiencing powerful global impact through our work.

Impact - More than a platform, we use our talents to power mission-critical systems that drive global economic advancement, innovation, and growth. As well, our employee-led _Team Impact_ spreads social good via our giving strategy.

Wellness - From empathetic leadership to a culture of flexibility and balance, we believe wellness at work creates the maximum yield and a stronger “we”. Plus, with a cloud-first and hybrid workstyle, as well as generous time-off and leaves, we support a life well lived

Growth - From a growth mindset in our work, to expansion in our business, TMX is home to action-takers energized by the achievement of ambitious growth.

TMX is committed to creating and sustaining a collegial work environment in which a


  • Relationship Manager

    3 weeks ago


    Vancouver, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: We’re looking for a Relationship Manager to join our Correspondence and Institutional team. Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered medium flexibility, requiring you to work onsite 1-3 days per week at our office...

  • Relationship Manager

    2 weeks ago


    Vancouver, British Columbia, Canada TMX Group Limited Full time

    Venture outside the ordinary - TMX CareersThe TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets. United as a global team, we're connecting cross-functionally, traversing industries and geographies, moving opportunity into action,...


  • Vancouver, British Columbia, Canada Tsleil-Waututh Nation Full time

    JOB SUMMARY:The role of the Relationship Manager is to source, create, build and maintain relationships, lead on the negotiations and drafting of associated relationship agreements, manage communications with external entities and other Indigenous Nations, support Chief and Council, staff throughout Tsleil-Waututh Nation on relationship negotiations and lead...

  • Relationship Manager

    3 weeks ago


    Vancouver, Canada Coast Capital Savings Full time

    As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community - almost $90 million since 2000 alone...

  • Relationship Manager

    2 months ago


    West Vancouver, Canada First Nations Financial Management Board Full time

    Reporting to the Senior Relationship Manager (“SRM”), the Relationship Manager (“RM”) is accountable for supporting _existing_ and _potential_ clients of the First Nations Financial Management Board (“FMB”). The RM coordinates and collaborates with all FMB business lines and contributes to a high performing and engaged relationship building...

  • Relationship Manager

    2 weeks ago


    West Vancouver, Canada First Nations Financial Management Board Full time

    Reporting to the Senior Relationship Manager (“SRM”), the Relationship Manager (“RM”) is accountable for supporting _existing_ and _potential_ clients of the First Nations Financial Management Board (“FMB”). The RM coordinates and collaborates with all FMB business lines and contributes to a high performing and engaged relationship building...

  • Relationship Manager

    3 weeks ago


    West Vancouver, Canada the Ladders Full time

    Position OverviewReporting to the Senior Relationship Manager ("SRM"), the Relationship Manager ("RM") is accountable for supporting existing and potential clients of the First Nations Financial Management Board ("FMB"). The RM coordinates and collaborates with all FMB business lines and contributes

  • Relationship Manager

    3 weeks ago


    West Vancouver, Canada The First Nations Financial Management Board (FMB) Full time

    Position Overview Reporting to the Senior Relationship Manager ("SRM"), the Relationship Manager ("RM") is accountable for supporting existing and potential clients of the First Nations Financial Management Board ("FMB"). The RM coordinates and collaborates with all FMB business lines and contributes to a high performing and engaged relationship building...


  • West Vancouver, British Columbia, Canada The First Nations Financial Management Board (FMB) Full time

    Position OverviewReporting to the Senior Relationship Manager ("SRM"), the Relationship Manager ("RM") is accountable for supporting existing and potential clients of the First Nations Financial Management Board ("FMB"). The RM coordinates and collaborates with all FMB business lines and contributes to a high performing and engaged relationship building...

  • Relationship Manager

    3 weeks ago


    West Vancouver, Canada First Nations Financial Management Board Full time

    Position Overview Reporting to the Senior Relationship Manager (“SRM”), the Relationship Manager (“RM”) is accountable for supporting existing and potential clients of the First Nations Financial Management Board (“FMB”). The RM coordinates and collaborates with all FMB business lines and contributes to a high performing and engaged relationship...

  • Relationship Manager

    3 weeks ago


    North Vancouver, Canada Tsleil-Waututh Nation Full time

    **JOB SUMMARY**: The role of the Relationship Manager is to source, create, build and maintain relationships, lead on the negotiations and drafting of associated relationship agreements, manage communications with external entities and other Indigenous Nations, support Chief and Council, staff throughout Tsleil-Waututh Nation on relationship negotiations and...


  • Vancouver, Canada HSBC Full time

    Opening up a world of opportunity. HSBC is a financial services organization serving more than 40 million customers across the world through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. We’re here to use our outstanding expertise, capabilities, breadth and perspectives to open up a world of new opportunities...


  • Vancouver, Canada HSBC Full time

    -Job description Opening up a world of opportunity. HSBC is a financial services organization serving more than 39 million customers across the world through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. We’re here to use our outstanding expertise, capabilities, breadth and perspectives to open up a world of...

  • Relationship Manager

    2 weeks ago


    Vancouver, British Columbia, Canada BC Hydro Full time

    A workplace powered by youAt BC Hydro, we're working towards creating a cleaner and more sustainable future for all British Columbians and needpeople like you to help us. A career at BC Hydro is meaningful and provides you the opportunity to be part of a talented,inclusive, and diverse team. We offer a healthy work-life balance, competitive wages, a...


  • Vancouver, Canada iA Groupe financier iA Financial Group Full time

    Group Insurance Sales & Services/Vancouver, Calgary, Toronto, Montreal, Halifax/12-month contract with possibility of permanency/Desired start date: As soon as possible_ Are you known for your service mentality, your ability to establish good business relationships, your commitment and your interpersonal skills? Then, the position of Service Representative,...


  • Vancouver, Canada TMX Group Limited Full time

    Venture outside the ordinary - TMX Careers The TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets. United as a global team, we’re connecting cross-functionally, traversing industries and geographies, moving opportunity into action,...


  • Vancouver, British Columbia, Canada iA Groupe financier iA Financial Group Full time

    Group Insurance Sales & Services/Vancouver, Calgary, Toronto, Montreal, Halifax/12-month contract with possibility of permanency/Desired start date: As soon as possible_Are you known for your service mentality, your ability to establish good business relationships, your commitment and your interpersonal skills? Then, the position of Service Representative,...


  • Vancouver, Canada CWB Financial Group Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: - Putting people first and building relationships with intention- Seeking out and embracing new ideas- Believing that how we do things is as important as what we do CWB is a bank built for business owners - Our core focus is...

  • Relationship Manager

    2 weeks ago


    Metro Vancouver Regional District, Canada PeopleWise Solutions Ltd. Full time

    Our client is a long-standing leading player in the furniture industry. As they continue to grow, they are seeking a dedicated and experienced Relationship Manager to join their dynamic team in the furniture industry. Location: Lower Mainland Salary Range: $65-$110K including bonuses. - Build and nurture relationships with key clients in the furniture...


  • Vancouver, Canada Dyrand Systems Full time

    Dyrand Systems Inc. is an established IT Managed Services Provider with clients throughout Canada and the USA. We provide our clients a virtual IT department that gives them a team of specialists that monitor and manage their networks and systems 24/7/365. Dyrand has created a unique method for IT service delivery that is very popular with our clients. Our...