Relationship Manager

Job Summary

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 actively trading clients while increasing engagement with existing clients
• Identify cross-sell opportunities and provide feedback on product offerings to leadership

Required Qualifications

• 3 - 5 years of experience in a similar 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 while achieving sales targets