Relationship Specialist Jobs

Solid knowledge of digital and social media tools/technologies and experience utilizing these within a business environment.

Minimum two years of experience and proven track record in achieving / exceeding targets will be given preference.

Experience with successful occupancy of a new development property an asset.

Proven experience in prospecting and closing sales providing an excellent customer experience.

Preference will be given to candidates with sales experience in the retirement living, healthcare, real estate, pharmaceutical, or hospitality related industries.

Effective presentation and interpersonal skills with clear, excellent written and verbal communication skills.

Effective time management skills to manage multiple priorities and meet deadlines.

Share your knowledge on relationship dynamics and offer practical solutions to common relationship challenges.

Demonstrate proficiency in effective case management through the use of a CRM system.

Engage in ongoing supervision to refine your coaching skills, receive valuable feedback, and continuously improve your effectiveness.

Strong interpersonal skills and the ability to connect with clients, fostering an environment of unconditional positive regard.

Excellent verbal and written communication skills.

Enter and manage data in various software applications, including our client relationship management system and portfolio management system.

Prior experience in an office administrative role preferred, with preference to candidates with financial industry experience and/or demonstrable investment knowledge.

Work alongside our Portfolio Managers and interact with clients throughout the account opening and onboarding process.

Strong organizational skills and attention to detail.

Excellent written and verbal communication skills.

Generate, organize, and maintain client files and e-documentsand files on an ongoing basis.

Effective time management skills to manage multiple priorities and meet deadlines.

Demonstrate proficiency in effective case management through the use of a CRM system.

Engage in ongoing supervision to refine your coaching skills, receive valuable feedback, and continuously improve your effectiveness.

Strong interpersonal skills and the ability to connect with clients, fostering an environment of unconditional positive regard.

Excellent verbal and written communication skills.

Experience supporting clients during traumatic periods of life.

Transform the client experience by introducing our client to experts and educating them on our digital tools and resources.

Take responsibility for personal development plans; schedule meetings with your manager to discuss development plans.

Customer service and/or sales experience is required

Knowledge of personal lending services and products is desired

Preference will be given to applicants with previous banking experience

Customer Excellence - Delivers an exceptional customer experience at all times.

Management years of experience: Helpful but not necessary

Flexible health and dental insurance benefits package

Working with Sales Branch Manager, responsible for the development, implementation, and execution of relationship strategies, including marketing plans and budgets.

Works in conjunction with the Branch Managers, Territory Managers, and sales team to execute objectives including the identification of new partnerships.

If you feel you have the equivalent skills, please apply*

Minimum Education Level: Post secondary