RVP - Relationships

3 weeks ago

Vancouver, Canada Investia Financial Services Inc. Full time

Description

Are you passionate about nurturing relationships with Advisors and providing exceptional client experience? We are looking for Regional Vice-President, Advisor Relationships who will be responsible managing connections with Advisors, succession planning, retention and continuous drive to foster branch and advisor relationships.

You will be responsible for Advisors in Alberta, British Columbia and Saskatchewan.

You will proactively manage your territories (AB, BC, SK) to continue to build strong relationships with Advisors and as such frequent travel will be required;

You will continuously nurture the business relationship between Investia and the Branch Advisor network;

You will be plan and conduct regular Branch visits to assess the sales needs and level of satisfaction;

Your role will be also responsible for promoting programs, products and tools to the identified groups/individual networks consistent with the company’s goals and initiatives;

You will be the main point of contact between the Advisor and the Head Office Staff to settle grievances and maintain the cooperation that is necessary for the smooth running of operations;

You will be in charge of ensuring regulatory and compliance requirements are adhered to by supporting the implementation of compliance policies and procedures, reviews, and training programs;

You will be responsible for ensuring advisors have adequate knowledge and sound background to effectively provide suitable, affordable and viable recommendations to clients without putting themselves, or dealer at risk or disrepute;

You will propose recommendations on how Investia can provide further support;

You will collaborates with other departments to meet requests from the Advisor network and proposes progressive ideas;

You will attend quarterly Sales meetings;

What Are we Looking For:

Bachelor’s degree in a related discipline and or 10 + years of relevant experience

Good knowledge of compliance and regulatory requirements

Good knowledge of financial products and services

Good knowledge of insurance sector

Strategic thinking and analytical experience highly advantageous

Experienced team leadership and people management / development skills

Availability to travel

The typical hiring range for this position is $110,000.00 to $135,000.00 CAD per year. The base salary offered may vary depending on the knowledge, skills, years of experience and internal equity related to the position. At iA, we are committed to providing a fair, equitable and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions

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