Relationship Manager
2 weeks ago
Job Title: Relationship Manager
Company: Worldsource Securities Inc.
Job Summary: We are seeking a highly motivated and experienced Relationship Manager to join our team. The successful candidate will be responsible for building and maintaining strong relationships with our clients, identifying their needs, and providing exceptional service to drive business growth.
Key Responsibilities:- Client Relationship Management: Develop and maintain strong relationships with existing clients, identifying their needs and providing tailored solutions to drive business growth.
- Business Development: Identify new business opportunities and develop strategies to acquire new clients.
- Account Management: Manage a portfolio of clients, providing exceptional service and support to ensure client satisfaction and retention.
- Communication: Develop and maintain effective communication with clients, stakeholders, and internal teams to ensure seamless service delivery.
- Problem-Solving: Analyze and resolve complex client issues, providing creative solutions to drive business growth.
- Team Collaboration: Work closely with internal teams to ensure seamless service delivery and achieve business objectives.
- Education: Post-secondary degree or equivalent experience.
- Experience: 3-5 years of experience in a similar role within the financial services industry.
- Skills: Excellent communication and interpersonal skills, strong problem-solving and analytical skills, ability to work independently and as part of a team.
- Certifications: IFIC or CSC an asset.
- Competitive Salary: A competitive salary and benefits package.
- Opportunities for Growth: Opportunities for career growth and professional development.
- Collaborative Environment: A collaborative and dynamic work environment.
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Relationship Manager
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Markham, Ontario, Canada Worldsource Wealth Management Full timeJob SummaryWe are seeking a highly motivated and experienced Relationship Manager to join our team at Worldsource Wealth Management. As a key member of our Partnerships and Transition team, you will be responsible for building and maintaining strong relationships with our advisors and clients, while also driving business growth and development.Key...
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Relationship Manager
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Markham, Ontario, Canada Worldsource Wealth Management Full timeJob SummaryWe are seeking a highly motivated and experienced Relationship Manager to join our team at Worldsource Wealth Management. As a key member of our Partnerships and Transition team, you will be responsible for building and maintaining strong relationships with our advisors and clients, while also driving business growth and development.Key...
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Markham, Ontario, Canada Worldsource Wealth Management Full time{"title": "Relationship Manager", "content": "Job SummaryWe are seeking a highly motivated and organized Relationship Manager to join our team at Worldsource Wealth Management. As a key member of our Partnerships and Transition team, you will be responsible for building and maintaining strong relationships with our advisors and clients, while providing...
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Relationship Manager
1 week ago
Markham, Ontario, Canada Worldsource Wealth Management Full time{"title": "Relationship Manager", "content": "Job SummaryWe are seeking a highly motivated and organized Relationship Manager to join our team at Worldsource Wealth Management. As a key member of our Partnerships and Transition team, you will be responsible for building and maintaining strong relationships with our advisors and clients, while providing...
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Markham, Ontario, Canada Worldsource Securities Inc. Full time{"h3": "Relationship Manager Role Overview"} 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...
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Markham, Ontario, Canada Worldsource Securities Inc. Full time{"h3": "Relationship Manager Role Overview"} 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...
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