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Relationship Manager
2 months ago
This is a dynamic and challenging role that requires a highly motivated and energetic individual to build solid relationships and maximize customer loyalty in both MFDA and IIROC environments.
The successful candidate will take personal responsibility for identifying client needs and providing service excellence while continuously looking for ways to improve relationships and advisor satisfaction.
Key Responsibilities- Provide administrative support to senior leadership as needed;
- Assist in the preparation of corporate reports and presentations;
- Manage a CRM database with relationship management information for Worldsource advisors and potential recruits;
- Schedule and confirm branch presentations and meetings;
- Manage email distribution lists and execute e-marketing campaigns;
- Perform ad hoc reporting from internal systems;
- Process and track expenses;
- Manage CE credit process from submission to delivery;
- Prepare and manage internal recruiting documents;
- Act as primary point of contact for assigned transitions;
- Develop business proposals and amortization schedules;
- Arrange onboarding training for advisors/branches;
- Work with cross-functional teams to coordinate transitions;
- Meet with advisors to develop recruitment plans;
- Provide proactive communication with advisors;
- Develop and maintain relationships with advisors;
- Escalate non-administrative issues and take ownership of resolution;
- Respond to advisor inquiries and assist with other duties.
- Post-secondary degree or equivalent experience;
- IFIC or CSC an asset;
- 3-5 years similar experience in the MFDA and IIROC investment industry;
- Superior written and communication skills;
- Ability to work independently;
- Effective project management and prioritization;
- Extraordinary client focus and professional acumen;
- Strong problem-solving, analytical, and conflict resolution skills;
- Superior organizational and listening skills;
- Familiarity with Dataphile an asset;
- Excellent PC skills, including Word, IN-Design, PowerPoint, Excel, and social media applications.
Mid-Senior level
Employment TypeFull-time
Job FunctionSales and Business Development
