Relationship Manager

A company is looking for a Relationship Manager to expand its Active Trader client base.

Key Responsibilities

Manage the entire sales cycle for targeted segments through various communication methods

Nurture and convert new leads into active trading clients while enhancing existing client relationships

Identify cross-sell opportunities and provide feedback on product offerings to leadership

Required Qualifications

3 - 5 years of experience in a sales or relationship management role

1 - 3 years of experience in financial services or personal investing

Undergraduate or post-secondary degree in a related field is preferred

Completion of the Canadian Securities Course (CSC) is a plus

Proven ability to work independently in a remote environment