Prestige HNW Relationship Manager Toronto
iA Financial Group • calgary, Canada
Role Description
Elevate client relations as a Prestige HNW Relationship Manager with iA Private Wealth in Toronto. Deliver proactive support and ensure seamless communication for high-net-worth Advisors.
In this vital role, you will serve as the key contact for Advisors, addressing queries promptly while fostering comprehensive daily interaction. Your efforts will be focused on developing customized support plans tailored to the unique needs of each Advisor, enhancing their operational success.
Key Responsibilities:
• Act as primary contact for Advisor inquiries
• Foster daily communication with Advisor groups
• Develop customized support plans for each Advisor
• Onboard new Prestige Advisors for seamless integration
• Collaborate with experts to enhance Advisor practices
Requirements:
• Minimum 5 years’ industry experience
• Knowledge of National Bank Independent Network preferred
• Strong client-service focus for high-net-worth needs
• Excellent relationship manag...
In this vital role, you will serve as the key contact for Advisors, addressing queries promptly while fostering comprehensive daily interaction. Your efforts will be focused on developing customized support plans tailored to the unique needs of each Advisor, enhancing their operational success.
Key Responsibilities:
• Act as primary contact for Advisor inquiries
• Foster daily communication with Advisor groups
• Develop customized support plans for each Advisor
• Onboard new Prestige Advisors for seamless integration
• Collaborate with experts to enhance Advisor practices
Requirements:
• Minimum 5 years’ industry experience
• Knowledge of National Bank Independent Network preferred
• Strong client-service focus for high-net-worth needs
• Excellent relationship manag...