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Relationship Manager

2 months ago

Markham, Ontario, Canada Worldsource Wealth Management Full time
{"title": "Relationship Manager", "content": "Job Summary

We 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 exceptional service and support.

Key Responsibilities
  • Prospect and transition new advisors to our platform, ensuring a seamless onboarding experience.
  • Develop and implement relationship management strategies to maximize client loyalty and retention.
  • Provide administrative support to our Vice Presidents and Directors, as needed.
  • Assist in the preparation of corporate reports and presentations.
  • Manage our CRM database, ensuring accurate and up-to-date information.
  • Schedule and confirm branch presentations and meetings.
  • Manage email distribution lists and execute e-marketing campaigns.
  • Perform ad hoc reporting and track expenses.
  • Manage CE credit process from submission to delivery.
  • Prepare and manage internal recruiting documents.
  • Act as primary point of contact for all assigned transitions.
  • Develop business proposals and amortization schedules.
  • Arrange onboarding training for new advisors.
  • Work closely with various teams to ensure smooth transitions.
  • Meet with advisors to develop recruitment plans.
  • Provide proactive communication with advisors and assistants.
  • Develop and maintain excellent relationships with advisors.
  • Act as escalation point for non-administrative issues.
  • Respond to inquiries from advisors.
Requirements
  • 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 and manage projects.
  • Extraordinary client focus and strong 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.
", "lang_code": "en-US"}