iA Financial Group

Prestige HNW Relationship Manager

iA Financial Group

11 days ago
Calgary, Alberta
Hybrid
Full Time
Senior
0 applicants
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iA Financial Group
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About this role

A Prestige HNW Relationship Manager at iA Private Wealth provides exceptional service and support to top Advisors, ensuring their needs are addressed effectively and building strong relationships.

Skills

Qualifications

Minimum 5 years of industry experience with a CIRO firmCSC and CPH certificationExperience with National Bank Independent Network (NBIN)Strong client-service or advisor-service focusExperience working with independent financial advisors
iA Financial Group

About iA Financial Group

iaprivatewealth.ca

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

About iA Financial Group

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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