Prestige HNW Relationship Manager

Prestige (HNW) Relationship Manager

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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.

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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.

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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

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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 potential can be freely expressed and developed; 

· The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces; 

· Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more! 

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Apply now and get ahead of your career, where your talent really belongs! 

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Still unsure about applying?  

At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you! 

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Some of our benefits include competitive paid vacation days, year end bonus, pension plan, group insurance, health and dental coverage modules, share purchase plan, wellness account. The base salary range for this position is between $70, 000 - $80, 000 annually.

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.