Senior Relationship Manager, Canadian Wealth Management Group

Dimensional Fund Advisors

Base: $120,000 - $170,000; bonus: discretionary bo...
Hybrid
Strong knowledge of investments and capital markets
Experience building relationships with financial advisors
Ability to present investment theory and performance
The Senior Relationship Manager is responsible for leading sales activities and managing relationships with financial advisors across eastern Canada

Job Summary

  • The Senior Relationship Manager is responsible for leading sales activities and managing relationships with financial advisors across eastern Canada.
  • Team members are empowered to execute innovative ways to produce results while ensuring an impeccable client experience.
  • Dimensional offers comprehensive benefits, educational initiatives, and a culture that celebrates history, growth, and collaboration.

Matching Summary

The Senior Relationship Manager is responsible for leading sales activities and managing relationships with financial advisors across eastern Canada.

Salary

Base: $120,000 - $170,000; Bonus: Discretionary bonus eligible; Benefits: Comprehensive benefits and educational initiatives

Skills & Requirements

Must-have

  • Strong knowledge of investments and capital markets
  • Experience building relationships with financial advisors
  • Ability to present investment theory and performance
  • Track record of growing client base and AUM

Nice-to-have

  • Entrepreneurial spirit with high energy
  • Fluency in English and French
  • MBA or CFA designation
  • Experience coaching junior team members
  • Understanding of fee-based business challenges

Key Requirements

  • Bachelor's Degree required
  • Extensive industry experience preferred
  • MBA or CFA strongly preferred
  • Must be based in or able to travel to eastern Canada

Work Rights

Not specified

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