Financial Services Relationship Manager
3 days ago
About the Role
We are seeking a highly skilled and motivated Financial Services Relationship Manager to join our team. As an expert in financial services, you will be responsible for building and maintaining strong relationships with clients, providing personalized advice and solutions to meet their complex financial needs.
Key Responsibilities:
- Develop and implement customized financial plans to help clients achieve their financial goals
- Provide proactive and professional advice on everyday banking, investments, and credit solutions
- Collaborate with internal partners to deliver comprehensive financial services
- Analyze client needs and provide tailored solutions to address complex financial situations
- Stay up-to-date with industry trends and regulatory changes to ensure compliance and best practices
Requirements
- Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
- 1-2 years of proven sales experience in the financial services industry, handling credit and investments
- Demonstrated ability to build trust and maintain long-term client relationships
- Fluency in both French and English required
What We Offer
- A competitive salary of $80,000 - $120,000 per year
- A dynamic and collaborative work environment
- Opportunities for career growth and professional development
- A comprehensive benefits package
- The chance to make a difference in the lives of our clients and communities
How to Apply
Please submit your application through our online portal. We thank all applicants for their interest; however, only those selected for an interview will be contacted.
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