iA Private Wealth

Prestige HNW Relationship Manager

iA Private Wealth(1 month ago)

HybridFull TimeSenior$70,000 - $80,000Private Wealth Management
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About this role

The Prestige HNW Relationship Manager at iA Private Wealth plays a pivotal role in providing exceptional service and support to top Advisors, ensuring their needs are addressed effectively. This role involves forging strong relationships, onboarding new Prestige Advisors, and collaborating with internal departments to foster a cohesive support environment.

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Required Skills

  • Client Service
  • Relationship Management
  • Problem Solving
  • Financial Planning
  • Collaboration

Qualifications

  • 3-5 Years Experience
  • CIRO Certification
iA Private Wealth

About iA Private Wealth

iaprivatewealth.ca

iA Private Wealth – Holistic wealth management tailored for Canadians. Retirement, tax, estate and investment planning with trusted advisors by your side.

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