Client Relationship Manager

2 weeks ago

London, Ontario, Canada National Bank Full time

We are seeking a highly skilled Client Relationship Manager to join our team at National Bank Financial - Wealth Management. This is an excellent opportunity for you to leverage your exceptional communication skills, persuasive abilities, and knowledge of financial services to establish strong relationships with our clients.

Job Overview:

  • As a Client Relationship Manager, you will be responsible for prospecting calls to establish initial contact with potential clients, identifying their specific needs, and proposing tailored information sessions and personalized meetings with our Wealth Management Advisors.
  • You will manage appointments in coordination with the schedules of our Wealth Management Advisors and collaborate with our team to ensure seamless client experiences.

About the Role:

  • This is a part-time position (10 hours) available for 12 months with the possibility of extension.
  • You will have access to comprehensive training programs, based on hands-on learning, to help you master your role and stay up-to-date with industry developments.
  • Your salary will be around $50,000 per year, depending on your experience and qualifications.

What We Offer:

  • A competitive compensation package, including a generous pension plan and employee share ownership plan.
  • A dynamic work environment with cutting-edge collaboration tools and opportunities for professional development.
  • A barrier-free workplace that is accessible to all employees.

Requirements:

  • A high school diploma completed.
  • At least one year of relevant experience in a related field.
  • Proficiency in MS Office, particularly Excel.
  • Rigor, perseverance, and the ability to work autonomously.

National Bank Financial - Wealth Management:

Our company is committed to having a positive impact on people's lives through our core values of partnership, agility, and empowerment. We strive to create a culture where inclusivity is central to our commitments and we offer a barrier-free workplace that is accessible to all employees.

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