Job Description
Join the iA Private Wealth team in Toronto as a Prestige HNW Relationship Manager. Focus on building strong relationships by delivering bespoke support to high-net-worth Advisors.
This role positions you as the key liaison for Advisors, fostering communication and understanding their unique needs. You will develop customized plans for each Advisor and assist with onboarding new Prestige professionals. Collaboration with both internal experts and peers will be vital in refining strategies for Advisor growth and success.
Key Responsibilities:
• Serve as primary contact for Advisor support
• Develop personalized support strategies for Advisors
• Facilitate onboarding of new Prestige Advisors
• Collaborate with internal experts for improved practices
• Conduct Admin training sessions
Requirements:
• At least 5 years of relevant industry experience
• Strong service orientation for high-net-worth clients
•...
This role positions you as the key liaison for Advisors, fostering communication and understanding their unique needs. You will develop customized plans for each Advisor and assist with onboarding new Prestige professionals. Collaboration with both internal experts and peers will be vital in refining strategies for Advisor growth and success.
Key Responsibilities:
• Serve as primary contact for Advisor support
• Develop personalized support strategies for Advisors
• Facilitate onboarding of new Prestige Advisors
• Collaborate with internal experts for improved practices
• Conduct Admin training sessions
Requirements:
• At least 5 years of relevant industry experience
• Strong service orientation for high-net-worth clients
•...