Prestige Relationship Manager

iA Financial Group / iA Groupe financier - Toronto, ON (30+ days ago)

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We are looking to hire a Prestige Relationship Manager to join our Prestige Team. This position can be filled in either Toronto, Montreal, Winnipeg or Vancouver.

Prestige Relationship Managers offer fully accountable, full-circle issue resolution to our firm’s top advisors.

Key Accountabilities:
Develop and maintain relationships with Advisors by:
Acting as the main point of contact for Advisor questions or concerns.
Proactively communicating with Advisors, with a goal to identify and resolve issues before escalation is necessary.
Encouraging daily communication with each Advisor group and making genuine effort to know each team member and their roles.
Building a customized support plan for each Advisor, which could include special projects requiring effort and attention beyond the RM’s daily duties. These projects may include:
Systems training for Prestige Advisors and their staff
Onboarding new Prestige Advisors, or temporarily providing Prestige support to new non-Prestige Advisors as needed.
Assisting in “Sale of Book” or “Purchase of Book” events
Coordinating with internal or external subject matter experts to identify strategies to help Advisors grow and increase the quality of their practice.
This could include working with experts in Financial Planning, Marketing or Social Media, Insurance, Compliance, etc.
Maintaining the highest level of customer service and professionalism

Develop and maintain relationships with other internal departments by:

Having in-depth knowledge of internal department functions and work flow
Communicating effectively and fostering teamwork and goodwill between internal departments
Working collaboratively with Branch Managers and Regional Vice-Presidents to fully research and understand the unique business needs of each Advisor.
Providing timely feedback on Prestige Advisors to Senior Management
Ensuring Prestige SLAs and standards of communication are adhered to.

Contribute to the effective functioning of the Prestige Services team by:

Building effective working relationships across the Prestige team and with internal departments
Facilitating a culture of open and honest communication
Actively participating and contributing to team meetings
Encouraging the generation of new ideas and approaches
Actively sharing knowledge and experience to enhance the development of all team members
Continuously seeking continuing education opportunities through internal or external courses

Minimum 5 years of experience in the financial service industry, with a strong client-service or Advisor-service focus.
Investment Representative or Registered Representative license is an asset.
Ability to deal with ongoing aggressive deadlines and to meet theses deadlines within established time frames, with little control over the volume of work.
Excellent customer service and verbal and written communication skills
Bilingual (English/French) is an asset
Experience with NBIN systems and policies is an asset

Working Conditions:
Standard office environment
Occasional non-standard work hours
Some travel will be required to visit with the Advisors and their teams at their place of business. Where possible, Prestige Relationship Managers will be assigned Advisors in their local areas, but some across Canada travel may be required.