Senior Client Growth Specialist
1 week ago
We are a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. Our collaborative, supportive culture enables success at every level and equips us to help our clients achieve their financial goals.
The Sheridan Wealth Management team is seeking a Senior Client Growth Specialist to join the Oakville branch. This is a fast-paced, Council team looking for someone capable in maintaining, developing, and growing a business by providing exceptional client service in an efficient and professional manner. The ideal candidate should have at least 10 years of experience in a similar role.
Key responsibilities include:
- Establish relationships with existing and new high net worth individuals, families, and business owners
- Leverage investment and relationship strategies to create customized wealth management services for clients
- Foster trusted, often multi-generational, long-term relationships using personalized service and advice
- Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking, Insurance, etc.
To succeed in this role, you will need:
- At least 10 years of experience in a relationship manager or similar role
- CSC, CPH, and WME designations
- Organizational and Time Management skills to meet deadlines for meetings and presentations
- Self-confidence and demonstrated ability to persuade
- Excellent presentation skills
- Investment Industry and sales experience
We offer a comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. Leaders who support your development through coaching and managing opportunities. Ability to make a difference and lasting impact. Work in a dynamic, collaborative, progressive, and high-performing team. Flexible work/life balance options. Opportunities to do challenging work. Opportunities to take on progressively greater accountabilities. Access to a variety of job opportunities across business and geographies.
This position offers a salary range of $120,000 - $200,000 per year, depending on experience.
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