Regional Relationship Manager

4 months ago

Québec, Canada iA Groupe financier iA Financial Group Full time

Domain : Regional Sales, iA Private Wealth

Location : Montreal / Quebec city (Hybrid/Remote)

Start date : As soon as possible

Languages : Fluent in French and English

iA Private Wealth continues to grow and expand our market leadership position as a premier wealth management partner of entrepreneurial-minded, independent advisors. Critical to our ongoing success is the talent and passion of our people and their commitment to our shared values of integrity, excellence and teamwork.

Reporting to the Regional Vice-President, Quebec & Atlantica Canada the **_Regional Relationship Manager _**will primarily be responsible to provide support to advisors, generate and develop new business and be an extension of the Regional VP.

More specifically, you will:
**1. Provide operational support to Advisors by**:

- Being central contact person for advisors when trying to resolve daily issues with different depts (operations, compliance, legal, remuneration dept).
- Ensuring advisors remaining current on upcoming firm and industry changes and upgrades by implementing new communication strategies.
- Overseeing key operational and administrative implementations.
- Support advisors and their teams in basic training and development of systems, particularly when there is a new addition to the team.

**2. Generate and develop new business by**:

- Developing and maintaining value-added, ongoing relationships with the iA Private Wealth Advisors.
- Assisting Advisors with business building & strategy in order to improve profitability of their book.
- Ensure training of Advisors on existing and new administrative tools is performed (internal client reporting, trading platforms, new account opening electronic platform, internal
- website etc.).
- Support the RVP in providing pertinent marketing information to key Advisors.

**3. Provide support to Regional VP by**:

- Liaise with internal Transition department.
- Assisting in the development of a strategic plan each quarter to increase sales from Advisors in the territory.
- Acting as backup to the Regional VP when unavailable to attend functions.
- Routinely assists with recruiting (initial contact) and succession planning.
- Broadcasts and supports special projects.
- Supporting the Regional VP in preparing for and following up on appointments.

**4. Contribute to the effective functioning of the Regional Sales & Support team by**:

- Ensuring consistent and efficient processes and practices across the region.
- Participating actively in team learning development activities and team performance achievements.
- Building effective working relationships across the team and with various business line and corporate function contacts.
- Maintaining a high level of customer service.
- Facilitating a culture of open and honest communication.
- Actively participating and contributing to touch bases and team meetings.
- Encouraging the generation of new ideas and approaches.
- Actively share knowledge and experience to enhance the development of all team members.

**Your expertise**:
**_Experience/Education _**
- Well versed with MS-Excel and MS-Office suite.
- Trades Course is an asset.
- Background in the financial domain is an asset.
- Excellent language skills in French and English, both oral and written, for frequent interactions with English
- and French-speaking colleagues and internal/external partners across Canada.

**_ Role Specific Competencies:_**
- Multitasking and high-volume task supervision.
- Effective organisational skills.
- Efficiency and time management.
- Effective oral communication skills via phone or videoconference.
- Outgoing and extroverted.

This is a great opportunity for you to join a dynamic and results-driven team leading sales and service professionals in supporting advisors who are looking to grow their business, deliver an excellent client experience and achieve key market activities

LI-REMOTE #LI-HYBRID #LI-SD1

**Company Overview**:
**About**:
iA 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 50,000 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 Inclusion**:
At 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,

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