What are the responsibilities and job description for the Sr. Relationship Manager position at Jobgether?
This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Sr. Relationship Manager in Canada.
This role is focused on building and managing deep, long-term relationships with high-net-worth self-directed investing clients in a fast-paced financial services environment. You will be responsible for developing and growing a strong personal book of business through proactive outreach, referrals, networking, and lead conversion. Acting as a trusted advisor, you will guide clients through investment products, market conditions, and trading processes while ensuring compliance with regulatory and internal standards. The position requires a strong balance of sales acumen, client relationship expertise, and risk awareness. You will work closely with internal partners and external stakeholders to deliver a seamless client experience. This is a high-impact role where performance is driven by both relationship quality and business growth. It offers the opportunity to work in a digitally evolving, client-first banking environment that values autonomy and accountability.
\n- Build, manage, and grow a portfolio of more than 200 high-net-worth households, ensuring strong, long-term client relationships.
- Develop new business opportunities through proactive outreach, referrals, networking events, and lead conversion activities.
- Deliver tailored investment guidance by leveraging strong knowledge of financial markets, products, and trading processes.
- Ensure timely, professional response to client inquiries while maintaining high standards of client service and satisfaction.
- Handle transaction requests accurately while ensuring compliance with regulatory, internal, and risk management standards.
- Maintain up-to-date CRM records and ensure all client interactions and documentation are properly tracked.
- Collaborate with internal teams to support client needs and resolve issues efficiently, escalating when necessary.
- Ensure strict adherence to privacy, compliance, and risk policies in all client interactions.
Requirements:
This role requires strong experience in relationship management and sales within financial services, particularly serving high-net-worth clients. The ideal candidate combines technical financial knowledge with strong interpersonal and business development skills.
- 3–4 years of experience in sales, wealth management, or relationship management roles.
- Solid understanding of Canadian and U.S. financial markets, including equities, bonds, and investment products.
- Accreditation in Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), and Derivatives Fundamentals and Options Licensing (DFOL) required.
- Strong ability to build, manage, and grow client relationships and deliver personalized financial solutions.
- Proven track record of achieving or exceeding sales targets in a competitive environment.
- Excellent communication, presentation, and client service skills.
- Strong attention to detail with the ability to manage risk, compliance, and regulatory requirements.
- Digitally savvy with the ability to adapt quickly to new tools and evolving technologies.
- Collaborative mindset with the ability to work across teams and influence stakeholders.
- Multilingual abilities (French, Mandarin, or Cantonese) are considered an asset.
Benefits:
- Competitive base salary with performance-based incentive or bonus program.
- Comprehensive health and wellness benefits for employees and families.
- Defined benefit pension plan and employee share purchase program (subject to eligibility).
- Flexible work arrangements, including hybrid or remote options depending on role.
- Generous vacation and paid time-off offerings, including dedicated personal development days.
- Employee banking benefits and financial wellness programs.
- Access to employee assistance programs and wellbeing support services.
- Inclusive, values-driven culture focused on trust, teamwork, and accountability.
- Learning, development, and career progression opportunities within a global organization.
How Jobgether works:
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Why Apply Through Jobgether?
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
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