Prestige HNW Relationship Manager

iA Financial Group•Edmonton, AB

1d•CA$70,000 - CA$80,000•Hybrid

About The Position

Build the future with us 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. Please note that candidates based in Toronto will be expected to work from 10:00 a.m. to 6:00 p.m. to align with and support our Advisors who are based in Western Canada.

Requirements

Minimum 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).
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.
Excellent interpersonal and relationship management skills, with a collaborative approach to building strong, enduring professional relationships.

Nice To Haves

CSC and CPH is considered an asset.
Proficiency in French is highly advantageous as this is a national team supporting advisors across Canada

Responsibilities

Acting as the main point of contact for Advisor questions or concerns, ensuring their needs are addressed in a timely and effective manner.
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.
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.