Relationship Manager
4 days ago
The Company
: A successful Regina investment management firm is seeking a dedicated Relationship Management Associate to support their growing team. You will be responsible for ensuring exceptional client engagement and providing support to the Senior Investment Advisor and their sophisticated High Net Worth clients.
H
ere is what the opportunity offers you
:
- A place to work where you are not a "number" but an integral part of a great wealth management company and where your ideas count.
- A relaxed yet professional work culture built on mutual respect and support that prioritizes your career development in wealth management
- A competitive compensation package that includes salary, bonus, benefits, and educational support towards industry courses.
T
he Impact You Will Have
: In this role, you will be crucial to both client satisfaction and the operational success of the investment book. Your responsibilities will include:
- Client Relationship Management: Serve as the primary point of contact for clients, delivering exceptional, personalized day-to-day service to ensure a consistently positive and premium client experience.
- Portfolio Support: Actively assist the Senior Investment Advisor in the efficient management and oversight of the total investment book of business.
- Meeting Preparation & Participation: Own the organization and preparation of all client meeting materials, including detailed portfolio reviews and new account proposals. You will also attend client meetings as required to support the Advisor.
What You Bring to the Team
: You are an experienced and licensed professional ready to step into the role:
- Experience: A minimum of 5 years of experience successfully operating as a Client Service Associate within an IIROC/CIRO regulated environment.
- Licensing: Must possess an active Investment Representative (IR) or Registered Representative (RR) license.
- Technical Expertise: A strong, comprehensive understanding of securities, registered savings plans (e.g., RRSP, TFSA), and industry compliance requirements.
- Interpersonal Skills: Exceptional communication and people skills, with a proven ability to build trust and rapport with high-net-worth clients.
Interested and qualified parties are invited to contact:
David J. Corsini - Principal
Hunter Mercantile
Hunter Mercantile is a corporate search firm recognized throughout North America as a boutique for placement in wealth management.
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