Senior Relationship Manager, Canadian Wealth Management Group

DIMENSIONAL

Toronto, Canada
$120,000 - $170,000; bonus eligible; benefits not ...
Hybrid
Investment and capital markets knowledge
Asset allocation theory understanding
Business development orientation
The Canadian Wealth Management group leads Dimensional’s efforts to acquire long-term client relationships and increase the firm’s reach in the marketplace

Job Summary

  • The Canadian Wealth Management group leads Dimensional’s efforts to acquire long-term client relationships and increase the firm’s reach in the marketplace.
  • The Senior Relationship Manager is responsible for business development and relationship management of both new and existing clients, leading all sales related activities.
  • Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations.

Matching Summary

The Canadian Wealth Management group leads Dimensional’s efforts to acquire long-term client relationships and increase the firm’s reach in the marketplace.

Salary

$120,000 - $170,000; Bonus eligible; Benefits not specified

Skills & Requirements

Must-have

  • Investment and capital markets knowledge
  • Asset allocation theory understanding
  • Business development orientation
  • Client service orientation
  • Discuss sophisticated investment solutions

Nice-to-have

  • Entrepreneurial spirit and high energy
  • Intellectual curiosity
  • Team player and leader
  • Collaborative and fun work environment

Key Requirements

  • Extensive industry experience
  • Bachelor’s Degree required
  • MBA or CFA or other industry designations strongly preferred
  • Demonstrated track-record of building relationships
  • Excellent written and verbal communication skills
  • Ability to present to small and large groups
  • Ability to coach and mentor junior members

Work Rights

Not specified

Tailored Resume

Cover Letter