Senior Relationship Manager (Canadian Wealth Management)

TL;DR

Senior Relationship Manager (Canadian Wealth Management): Lead business development and relationship management for financial advisors in eastern Canada with an accent on sales leadership, client retention, and promoting Dimensional's investment solutions. Focus on building new relationships, deepening existing ones, presenting at events, and increasing AUM through tailored initiatives and industry ambassadorship.

Location: Hybrid in Toronto, Canada

Salary: $120,000 - $170,000

Company

hirify.global is an investment management firm specializing in systematic approaches to client portfolios.

What you will do

• Lead sales and manage territory of financial advisors across eastern Canada.
• Develop new relationships and retain/deepen existing ones to grow AUM and client base.
• Consult advisors on practice efficiency and client investment experiences.
• Present Dimensional's investment capabilities, theory, and performance at conferences and events.
• Formulate and execute tailored initiatives while championing company programs.
• Act as trusted advisor, team leader, and industry spokesperson.

Requirements

• Extensive industry experience in finance/investments.
• Bachelor’s Degree required; MBA, CFA or similar designations preferred.
• Strong knowledge of investments, capital markets, and asset allocation.
• Proven track record in building advisor relationships and growing client base.
• Excellent communication skills for technical investment presentations.
• Entrepreneurial, results-oriented, collaborative mindset.

Nice to have

• Extensive network of financial advisors.
• Fluency in English and French.
• Experience coaching/mentoring junior team members.

Culture & Benefits

• Comprehensive benefits, educational initiatives, and career support programs.
• Empowered to innovate and execute on business development ideas.
• Collaborative team environment focused on impeccable client experience.
• Equal opportunity employer with inclusive policies.