Posted 27 days ago
JOB STATEMENT:
Reporting to the Director, Partnerships and Transition, and working in a fast- paced environment, the Relationship Manager will be responsible for prospecting, transition management and relationship management with existing branches. This highly motivated and energetic candidate must build solid relationships and maximize customer loyalty in both MFDA and IIROC environments. The candidate will take personal responsibility for identifying client needs and providing service excellence while continuously looking for ways to improve relationships and advisor satisfaction.
ESSENTIAL FUNCTIONS:
QUALIFICATIONS:
Worldsource Wealth Management in Markham, Ontario, Canada
Worldsource Wealth Management in Markham, Ontario, Canada