Investment Relationship Manager

3 weeks ago

Toronto, Ontario, Canada Skyline Group of Companies Full time

Are you a skilled relationship builder with a passion for investment management? Do you thrive in a fast-paced environment and enjoy working with a dynamic team? We're seeking a talented Investment Relationship Manager to join our Wealth Management team at Skyline Group of Companies.

About the Role:

The Investment Relationship Manager will be responsible for building and maintaining strong relationships with existing clients, as well as identifying new business opportunities. This role requires excellent communication and interpersonal skills, with the ability to work effectively in a team environment.

Key Responsibilities:

  • Prospect new leads generated by marketing campaigns
  • Develop new investor lead sources and centers of influence using Sales Navigator
  • Maintain relationships with existing top-tier clients and/or high referral sources
  • Provide reliable and timely information to current and prospective investors
  • Support prospective and existing investors in their investment decisions

Requirements:

  • At least 5 years of related investment management experience
  • University degree in Business, Economics, Accounting, or Finance
  • Completion of Canadian Securities course and CIM/CFA designations preferred
  • Excellent verbal and written communication skills in English

What We Offer:

Our employees enjoy a competitive base salary, monthly commissions, benefits, paid volunteer day, group RSP, on-going training, and growth potential. We're committed to creating a positive and inclusive work environment that supports work-life balance and employee well-being.

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