Sr. Relationship Manager

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.

• 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.