Prestige HNW Relationship Manager

Job Description

Job Description Prestige (HNW) Relationship Manager ______________________________________________________________________________ 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. _____________________________________________________________________________ What you’ll accomplish with us As a Prestige Relationship Manager, you’ll be at the core of our mission. Here are the main 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. ______________________________________________________________________________ What could accelerate your success in this role Minimum 5 years of industry experience with an CIRO firm, demonstrating a deep understanding of the financial industry landscape. CSC and CPH is considered an asset. 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. Proficiency in French is highly advantageous as this is a national team supporting advisors across Canada ______________________________________________________________________________ Why you’ll love working with us · A work environment where learning and development merge with a collective pursuit of excellence; · A healthy, safe, fair, and inclusive environment where potentia

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