Senior Relationship Manager, Canadian Wealth Management Group

Senior Relationship Manager, Canadian Wealth Management Group page is loaded## Senior Relationship Manager, Canadian Wealth Management Group locations:
Toronto time type:
Full time posted on:
Posted Yesterday job requisition :

** Notes to applicants:
*** Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach:
We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office.

Please discuss with your Recruiter to confirm the details for this specific role.
* Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.
* Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.
* The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.
* If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.### ###
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* Job Description:

** Dimensional's Canadian Wealth Management group leads Dimensional’s efforts to acquire long-term client relationships and increase the firm’s reach in the marketplace. Team members work closely with financial advisors to offer focused, specialized support and ensure the delivery of a consistently impeccable client experience. Everyone is empowered to offer up and execute on innovative ways to produce results.

The Senior Relationship Manager (formerly Regional Director), Canadian Wealth Management Group, is responsible for business development and relationship management of both new and existing clients. They will lead all sales related activities as well as organize efforts of client service team members to effectively address the needs of advisors across eastern Canada. To be successful, the Senior Relationship Manager must have a strong knowledge of investments, capital markets and asset allocation theory.

The ability to discuss the sophisticated investment solutions that Dimensional provides is critical to working with and influencing advisors. Just as important, the Senior Relationship Manager must have a solid business development and client service orientation and understand the issues and setbacks advisors face in building a client-centric, fee-based business.

Responsibilities:
* Sales leadership and management of a territory composed primarily of financial advisors.
* Develop new relationships and retain and deepen existing relationships.
* Consult with advisors on building an efficient practice while providing a successful investment experience to clients.
* Act as a trusted advisor to clients and colleagues alike.
* Present Dimensional’s investment capabilities, investment theory and performance at conferences and other events.
* Formulate and execute tailored Dimensional initiatives and champions existing company initiatives.
* Be a team-player and business development and client service leader within the Dimensional team.
* Be a spokesperson and ambassador of the Dimensional and our investment approach throughout the industry.
* Increase AUM and the number of advisor clients within the territory.

Desirable experience and traits:
* Extensive industry experience.
* Bachelor’s Degree required; MBA or CFA or other industry designations strongly preferred.
* A personal alignment, understanding and appreciation of…