Sr. Highnetworth Prestige Relationship Manager

Job Description

Senior HNW Relationship Managers offer fully accountable, full circle issue resolutions to iAPW top Advisors.

Accountabilities:

· Acting as the main point of contact for Advisor questions or concerns.

· One on One relationship with our Top 40 Advisors.

· Presentation skills with One on One and Group training on Systems, Procedures and Best Practices for Top 40 HNW Prestige Advisors and their staff

· 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 (Systems, Policy, Procedures and Best Practices) requiring effort and attention beyond the RM’s daily duties.

· Develop and maintain relationships with other internal departments

· Other accountabilities would be:

o Onboarding of new Prestige Advisors,

o Temporarily providing Prestige support to new non-Prestige Advisors, as needed,

Key Accountabilities:

· Develop and maintain relationships with Advisors by:

o Acting as the main point of contact for Advisor questions or concerns.

o Proactively communicating with Advisors, with a goal to identify and resolve issues before escalation is necessary.

o Encouraging daily communication with each Advisor group and making genuine effort to know each team member and their roles.

o 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:

· Training / Systems, Policy, Procedures & Best Practices

· Onboarding of new team members

· Temporarily providing Prestige support to new non-Prestige Advisors, as needed.

· Group training sessions outside of normal Prestige duties, as required

· 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.

o Develop and maintain relationships with other internal departments by:

· Having in-depth knowledge of internal department functions and workflow.

· 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.

o 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.

· Maintaining the highest level of customer service and professionalism

· Support the Director with projects and strategic initiatives.

Qualifications:

· Minimum 7-10 years of industry experience, with a strong client-service or Advisor Service focus.

· Very good Financial Services Background

· 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 advantageous.

· Experience with NBIN systems and policies is an asset.

Working Conditions:

· Standard office environment & remotely – in accordance to Flexible Working Model.

· 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, Senior HNW Prestige Relationship Managers will be assigned Advisors in their local areas, but some travel across Canada may be required.

Location(s)Toronto, Ontario

Other Possible Location(s)Vancouver, British Columbia, Winnipeg, Manitoba
CompanyiA Private Wealth Inc.

Posting End Date2025-04-08Company Overview

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.

* iA Financial group includes of the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto 

Our Commitment to Diversity and Inclusion

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.