Prestige Relationship Manager

4 days ago

Vancouver, British Columbia, Canada iA Financial Group (Industrial Alliance) Full time

Description
About the role
We are in search of a Prestige HNW Relationship Manager to offer fully accountable, full-circle issue resolutions to iA Private Wealth top Advisors.

In this role, you will be at the forefront of providing exceptional service and support and the key accountabilities include:

  • Acting as the main point of contact for Advisor questions or concerns, ensuring their needs are addressed in a timely and effective manner.
  • Proactively communicating with Advisors to identify and resolve issues before they escalate, ensuring a seamless and positive experience for our clients and Advisors alike.
  • Encouraging daily communication with each Advisor group, forging strong relationships, and making a genuine effort to understand and support each team member and their roles.
  • Building a customized support plan for each Advisor, which could include special projects that require dedicated effort and attention beyond the RM's daily duties, ensuring we cater to the unique needs of each Advisor.
  • Providing temporary Prestige support to new non-Prestige Advisors as needed, extending assistance to onboard and integrate them into our network.
  • Developing and maintaining relationships with other internal departments, collaborating to create a cohesive and supportive environment for our Advisors.
  • Onboarding new Prestige Advisors, ensuring seamless integration and providing tailored support to set them up for success.
  • Coordinating with internal or external subject matter experts to identify strategies to help Advisors grow and increase the quality of their practice, including financial planning, marketing, social media, insurance, and compliance.
  • Assisting in creating a curriculum for Admin training sessions and actively participating in industry events to keep abreast of the latest developments and enhance knowledge and skills.

The ideal candidate will have:

  • Minimum 3-5 years of industry experience with an CIRO firm, demonstrating a deep understanding of the financial industry landscape.
  • Experience with National Bank Independent Network (NBIN) considered an asset.
  • A strong client-service or advisor-service focus, with a demonstrated ability to cater to the unique needs of high-net-worth Advisors and clients.
  • Experience working in a firm with independent financial advisors, showcasing a nuanced understanding of their requirements and challenges.
  • Good knowledge of industry operating systems, procedures, and compliance, ensuring smooth operations and adherence to regulatory standards.
  • Excellent interpersonal and relationship management skills, with a collaborative approach to building strong, enduring professional relationships.
  • If you are a passionate and dedicated individual with a track record of delivering exceptional client service and are eager to contribute to the growth of our team, we invite you to apply for this exciting opportunity.

Some of our benefits include competitive paid vacation days, year end bonus, pension plan, group insurance, health and dental coverage modules, share purchase plan, wellness account, internet allowance, remote working, etc. The base salary for this role is between $70,000-$80,000.
Join us and play a key role in the success of our Advisors and clients while growing professionally in our dynamic and supportive work environment. Apply now and be part of a team that values your skills and expertise.

  • Prestige Relationship Manager

    4 days ago

    Vancouver, British Columbia, Canada iA Financial Group Full time $70,000 - $80,000

    Job DescriptionAbout the roleWe are in search of a Prestige HNW Relationship Manager to offer fully accountable, full-circle issue resolutions to iA Private Wealth top Advisors.In this role, you will be at the forefront of providing exceptional service and support and the key accountabilities include:Acting as the main point of contact for Advisor questions...

  • Relationship Manager

    2 weeks ago

    Vancouver, British Columbia, Canada TD Full time $91,200 - $136,800

    Work Location:Vancouver, British Columbia, CanadaHours:37.5Line of Business:Personal & Commercial BankingPay Details:$91,200 - $136,800 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies...

  • Relationship Manager

    2 weeks ago

    Vancouver, British Columbia, Canada Aviso Wealth Full time $80,000 - $100,000

    Aviso Wealth:At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and...

  • Relationship Manager

    4 days ago

    Vancouver, British Columbia, Canada Wintrust Financial Corporation Full time

    At FIRST Insurance Funding of Canada (FIRST Canada), we are proud to promote a workplace that fosters growth and innovation. We employ a dedicated team of enthusiastic individuals who thrive in an entrepreneurial, fast-paced environment. Our open concept and creative culture fosters team work and presents opportunities for growth within the organization....

  • Broker Relationship Manager

    2 days ago

    Vancouver, British Columbia, Canada Merchant Growth Full time

    The CompanyMerchant Growth is Canada's leading fintech for small business financing and one of the country's most recognized growth stories, celebrated by The Globe and Mail's Top Growing Companies and BC Finalist for Deloitte's Best Managed Companies. We're on a mission to fuel the ambitions of Canadian business owners with the most convenient, accessible,...

  • Claims Relationship Manager

    2 weeks ago

    Vancouver, British Columbia, Canada Intact FC Full time $70,200 - $105,200

    Our employees are at the heart of everything we do. Together, we help people, businesses, and society prosper in good times and be resilient in bad times.Our employee promise represents Intact's commitment to you in exchange for living our Values, striving to do your best work, being open to change and investing in your career. In return, we promise to...

  • Relationship Coach

    10 hours ago

    Vancouver, British Columbia, Canada Liftalk Network Technology Full time

    Our company is a pioneering mobile app dedicated to offering comprehensive coaching services. Our goal is to empower individuals across the globe through personalized coaching and support in various aspects of their lives, including sexual wellness and relationships.We are seeking a passionate and experienced Sex Coach to join our team as an independent...

  • Business Development, Account Manager

    2 days ago

    Vancouver, British Columbia, Canada Intact FC Full time $94,200 - $115,200

    Our employees are at the heart of everything we do. Together, we help people, businesses, and society prosper in good times and be resilient in bad times.Our employee promise represents Intact's commitment to you in exchange for living our Values, striving to do your best work, being open to change and investing in your career. In return, we promise to...

  • National Manager, Key Account Relationships

    6 days ago

    Vancouver, British Columbia, Canada Manulife Full time

    The National Manager, Key Account Relationships for Manulife Mortgage Protection Plan (MPP) plays a crucial role in executing broker engagement strategies and enhancing sales performance within the organization. This position involves closely collaborating with the National Director of Key Accounts and the MCI Management team to develop and implement...

  • Relationship Banker

    1 week ago

    Vancouver, British Columbia, Canada Bank of America Full time US$25 - US$28

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great Place to Work is core to how we drive Responsible Growth. This includes our...