Client Relationship Manager
6 days ago
We are seeking a highly motivated and detail-oriented individual to join our team as an Associate Advisor. As an Associate Advisor, you will play a key role in providing exceptional client service and support to our Investment Advisors, helping to deepen existing relationships and welcome new clients to our firm.
Key Responsibilities- Client Support
- Provide proactive advice and support to clients and Investment Advisors, helping to identify new opportunities and grow the business.
- Leverage your planning skills to facilitate meetings and events for Investment Advisors with clients and prospects, determining agendas and key topics, preparing documentation, and executing post-meeting work.
- Tap into your problem resolution skills to provide timely and smooth solutions to client inquiries and account issues.
- Business Development
- Help build and execute business plans, client segmentation exercises, and client service plans to drive growth and revenue.
- Identify opportunities for asset consolidation and referrals across the existing client base.
- Support the advisory team with new client acquisition and nurture valuable relationships with Centers of Influence (COIs) and RBC partners.
- Requirements
- Approval as a Registered Representative (RR) with IIROC.
- Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT).
- University degree.
- Exceptional written and verbal communication skills.
- Strong skills working with business applications/technology, including Microsoft Office Suite.
We offer a comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. You will also benefit from:
- A dynamic, collaborative, and progressive work environment.
- Challenging work that will help you grow professionally.
- Ongoing opportunities to build close relationships with clients.
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement.
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