Join iA Private Wealth as a HNW Relationship Manager in Toronto. Provide exceptional support to high-net-worth Advisors and streamline their operations for success.
As a Prestige Relationship Manager, you will play a crucial role in enhancing Advisor engagement. With a focus on individualized support, you’ll build connections, facilitate onboarding, and support non-Prestige Advisors, ensuring all their unique needs are met effectively.
Key Responsibilities:
• Address Advisor questions as their main contact
• Encourage regular communication with Advisors
• Create tailored support strategies for each Advisor
• Provide onboarding assistance to new Prestige Advisors
• Work with experts to enhance financial practices
Requirements:
• 5+ years’ experience in the financial industry
• CSC and CPH certifications are a plus
• Proven experience with high-net-worth clients
• Ability to manage strong professional relationships
• Fluency in French is highly adva...