Shape the future of wealth management with Dimensional as a Senior Relationship Manager in the Canadian Wealth Management Group. Drive business development and relationship management while partnering with financial advisors to excel client experiences.
This senior role focuses on leading sales activities and managing strategic relationships with both new and existing clients. Familiarity with investments, capital markets, and asset allocation theories is essential. The Senior Relationship Manager engages with advisors to consult on efficient practices and enhance client services, emphasizing a solid client service orientation.
Key Responsibilities:
• Lead sales efforts across eastern Canada’s financial advisor territory
• Cultivate new and deepen existing client relationships
• Consult with advisors on improving investment client experiences
• Present investment capabilities at conferences and events
• Champion tailored Dimensional initiatives across the team
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