106 Private Banking jobs in Canada

Who We Are:
At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 35 years, we've been committed to making dreams come true for independent car dealers. AFC's finance solutions work with more than 12,000 independent dealerships across North America freeing up cash flow to give them more time to focus on building their business. Our solutions amplify purchasing power so dealers can stock their dealership lot with vehicles their customers seek. Learn more about AFC, here:

AFC is proud to be a subsidiary of OPENLANE. AFC's core business complements the other business units within the OPENLANE group of companies. For more information, visit

AFC's Core Values:

Elevating Relationships. We connect deeply with our customers - celebrating their wins and supporting their struggles as if they were our own.
Powered by Passion. We believe that "passion is our superpower" and that every success is built upon the commitment and perseverance of our employees.
Vision-driven. We look ahead to the bigger picture so our customers can be prepared; after all, their success is our destination.
Dedicated to You. We demonstrate value and appreciation by recognizing and validating each other's efforts. We stand committed to the success of our customers.

We're looking for:

A Relationship Manager with a strong background in building customer relationships, fostering a positive local culture focused on employee development, and driving business growth. You will be part of the AFC team responsible for portfolio management, risk mitigation, team member development, and ensuring operational efficiencies. In this role, you will have the opportunity to utilize your experience in sales, customer service, and leadership. The ideal candidate will have three (3) years of people leadership experience and a minimum of six (6) years of relevant experience in customer-facing, sales, or sales support roles.

You are:

• Focused on Elevating Relationships: you believe integrity and honesty build long-lasting relationships; connecting with your customers as well as your team, celebrating their wins, and supporting them through their struggles.

• Powered by Passion. You are obsessed with customer service and driven to help our customers realize their unlimited potential. You understand that our dealers' success relies on your commitment and perseverance.

• Vision-Driven. You prioritize understanding your customers' future needs and are dedicated to continuous improvement. You make it easier for customers to do business while preparing for what's to come.

• Dedicated . You have an unwavering "people-first" commitment to ensure success and provide support to both your customers and team.

You will:

• Cultivate new business relationships and manage customer acquisition.

• Coach and develop your team in portfolio management, data analysis, and business development.

• Conduct regular meetings with your team to align on goals and strategy.

• Provide industry-leading knowledge to help customers manage and grow their businesses.

• Forecast opportunities and challenges based on understanding local area and customer operations.

• Lead prospecting, growth, and portfolio development efforts.

• Act as a trusted advisor through collaboration with internal stakeholders and external partners.

• Ensure compliance with applicable laws and codes for the assigned geographic area.

Who you will work with:

Reporting to the Sr. Relationship and Central Services Manager, this role will collaborate with various teams, including Credit, Contracting, Collections, Training, and Operations, on a regular basis. You will also interact with customers and external partners, building strong relationships and providing exceptional service.

Must Have's:

• 5+ years of experience in customer-facing, sales, sales support roles.

• 3+ years of people leadership experience

• Experience in team management and building strong sales relationships

• Passion for leading people, projects, and budgets

• Ability and desire to frequently travel within your market to support our current and prospective customer base.

• Familiarity with risk management principles and collections procedures

• High level of accountability towards local goals and business targets.

Nice to Have's:

• Experience in the automotive, financial services, or related industries.

• Basic understanding of financial statements

• Proficiency in Google Workspace, Salesforce, Tableau

• Familiarity with customer relationship management (CRM) tools

What We Offer:

• Competitive pay

• Medical, dental, and vision benefits with employer HSA contributions (US) and FSA options (US)

• Immediately vested 401K (US) or RRSP (Canada) with company match

• Paid Vacation, Personal, and Sick Time

• Paid maternity and paternity leave (US)

• Employer-paid short-term disability, long-term disability, life insurance, and AD&D (US)

• Robust Employee Assistance Program

• Employer paid Leap into Service Day to volunteer

• Tuition Reimbursement for eligible programs

• Opportunities to expand your skill set and share your knowledge across a publicly traded, global organization

• Company culture of internal promotions, diverse career paths, and meaningful advancement

Sound like a match? Apply Now - We can't wait to hear from you!

Who We Are:
At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 35 years, we've been committed to making dreams come true for independent car dealers. AFC's finance solutions work with more than 12,000 independent dealerships across North America freeing up cash flow to give them more time to focus on building their business. Our solutions amplify purchasing power so dealers can stock their dealership lot with vehicles their customers seek. Learn more about AFC, here:

AFC is proud to be a subsidiary of OPENLANE. AFC's core business complements the other business units within the OPENLANE group of companies. For more information, visit

AFC's Core Values:

Elevating Relationships. We connect deeply with our customers - celebrating their wins and supporting their struggles as if they were our own.
Powered by Passion. We believe that "passion is our superpower" and that every success is built upon the commitment and perseverance of our employees.
Vision-driven. We look ahead to the bigger picture so our customers can be prepared; after all, their success is our destination.
Dedicated to You. We demonstrate value and appreciation by recognizing and validating each other's efforts. We stand committed to the success of our customers.

We're looking for:

A Relationship Manager with a strong background in building customer relationships, fostering a positive local culture focused on employee development, and driving business growth. You will be part of the AFC team responsible for portfolio management, risk mitigation, team member development, and ensuring operational efficiencies. In this role, you will have the opportunity to utilize your experience in sales, customer service, and leadership. The ideal candidate will have three (3) years of people leadership experience and a minimum of six (6) years of relevant experience in customer-facing, sales, or sales support roles.

You are:

• Focused on Elevating Relationships: you believe integrity and honesty build long-lasting relationships; connecting with your customers as well as your team, celebrating their wins, and supporting them through their struggles.

• Powered by Passion. You are obsessed with customer service and driven to help our customers realize their unlimited potential. You understand that our dealers' success relies on your commitment and perseverance.

• Vision-Driven. You prioritize understanding your customers' future needs and are dedicated to continuous improvement. You make it easier for customers to do business while preparing for what's to come.

• Dedicated . You have an unwavering "people-first" commitment to ensure success and provide support to both your customers and team.

You will:

• Cultivate new business relationships and manage customer acquisition.

• Coach and develop your team in portfolio management, data analysis, and business development.

• Conduct regular meetings with your team to align on goals and strategy.

• Provide industry-leading knowledge to help customers manage and grow their businesses.

• Forecast opportunities and challenges based on understanding local area and customer operations.

• Lead prospecting, growth, and portfolio development efforts.

• Act as a trusted advisor through collaboration with internal stakeholders and external partners.

• Ensure compliance with applicable laws and codes for the assigned geographic area.

Who you will work with:

Reporting to the Sr. Relationship and Central Services Manager, this role will collaborate with various teams, including Credit, Contracting, Collections, Training, and Operations, on a regular basis. You will also interact with customers and external partners, building strong relationships and providing exceptional service.

Must Have's:

• 5+ years of experience in customer-facing, sales, sales support roles.

• 3+ years of people leadership experience

• Experience in team management and building strong sales relationships

• Passion for leading people, projects, and budgets

• Ability and desire to frequently travel within your market to support our current and prospective customer base.

• Familiarity with risk management principles and collections procedures

• High level of accountability towards local goals and business targets.

Nice to Have's:

• Experience in the automotive, financial services, or related industries.

• Basic understanding of financial statements

• Proficiency in Google Workspace, Salesforce, Tableau

• Familiarity with customer relationship management (CRM) tools

What We Offer:

• Competitive pay

• Medical, dental, and vision benefits with employer HSA contributions (US) and FSA options (US)

• Immediately vested 401K (US) or RRSP (Canada) with company match

• Paid Vacation, Personal, and Sick Time

• Paid maternity and paternity leave (US)

• Employer-paid short-term disability, long-term disability, life insurance, and AD&D (US)

• Robust Employee Assistance Program

• Employer paid Leap into Service Day to volunteer

• Tuition Reimbursement for eligible programs

• Opportunities to expand your skill set and share your knowledge across a publicly traded, global organization

• Company culture of internal promotions, diverse career paths, and meaningful advancement

Sound like a match? Apply Now - We can't wait to hear from you!

Who We Are:
At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 35 years, we've been committed to making dreams come true for independent car dealers. AFC's finance solutions work with more than 12,000 independent dealerships across North America freeing up cash flow to give them more time to focus on building their business. Our solutions amplify purchasing power so dealers can stock their dealership lot with vehicles their customers seek. Learn more about AFC, here:

AFC is proud to be a subsidiary of OPENLANE. AFC's core business complements the other business units within the OPENLANE group of companies. For more information, visit

AFC's Core Values:

Elevating Relationships. We connect deeply with our customers - celebrating their wins and supporting their struggles as if they were our own.
Powered by Passion. We believe that "passion is our superpower" and that every success is built upon the commitment and perseverance of our employees.
Vision-driven. We look ahead to the bigger picture so our customers can be prepared; after all, their success is our destination.
Dedicated to You. We demonstrate value and appreciation by recognizing and validating each other's efforts. We stand committed to the success of our customers.

We're looking for:

A Relationship Manager with a strong background in building customer relationships, fostering a positive local culture focused on employee development, and driving business growth. You will be part of the AFC team responsible for portfolio management, risk mitigation, team member development, and ensuring operational efficiencies. In this role, you will have the opportunity to utilize your experience in sales, customer service, and leadership. The ideal candidate will have three (3) years of people leadership experience and a minimum of six (6) years of relevant experience in customer-facing, sales, or sales support roles.

You are:

• Focused on Elevating Relationships: you believe integrity and honesty build long-lasting relationships; connecting with your customers as well as your team, celebrating their wins, and supporting them through their struggles.

• Powered by Passion. You are obsessed with customer service and driven to help our customers realize their unlimited potential. You understand that our dealers' success relies on your commitment and perseverance.

• Vision-Driven. You prioritize understanding your customers' future needs and are dedicated to continuous improvement. You make it easier for customers to do business while preparing for what's to come.

• Dedicated . You have an unwavering "people-first" commitment to ensure success and provide support to both your customers and team.

You will:

• Cultivate new business relationships and manage customer acquisition.

• Coach and develop your team in portfolio management, data analysis, and business development.

• Conduct regular meetings with your team to align on goals and strategy.

• Provide industry-leading knowledge to help customers manage and grow their businesses.

• Forecast opportunities and challenges based on understanding local area and customer operations.

• Lead prospecting, growth, and portfolio development efforts.

• Act as a trusted advisor through collaboration with internal stakeholders and external partners.

• Ensure compliance with applicable laws and codes for the assigned geographic area.

Who you will work with:

Reporting to the Sr. Relationship and Central Services Manager, this role will collaborate with various teams, including Credit, Contracting, Collections, Training, and Operations, on a regular basis. You will also interact with customers and external partners, building strong relationships and providing exceptional service.

Must Have's:

• 5+ years of experience in customer-facing, sales, sales support roles.

• 3+ years of people leadership experience

• Experience in team management and building strong sales relationships

• Passion for leading people, projects, and budgets

• Ability and desire to frequently travel within your market to support our current and prospective customer base.

• Familiarity with risk management principles and collections procedures

• High level of accountability towards local goals and business targets.

Nice to Have's:

• Experience in the automotive, financial services, or related industries.

• Basic understanding of financial statements

• Proficiency in Google Workspace, Salesforce, Tableau

• Familiarity with customer relationship management (CRM) tools

What We Offer:

• Competitive pay

• Medical, dental, and vision benefits with employer HSA contributions (US) and FSA options (US)

• Immediately vested 401K (US) or RRSP (Canada) with company match

• Paid Vacation, Personal, and Sick Time

• Paid maternity and paternity leave (US)

• Employer-paid short-term disability, long-term disability, life insurance, and AD&D (US)

• Robust Employee Assistance Program

• Employer paid Leap into Service Day to volunteer

• Tuition Reimbursement for eligible programs

• Opportunities to expand your skill set and share your knowledge across a publicly traded, global organization

• Company culture of internal promotions, diverse career paths, and meaningful advancement

Sound like a match? Apply Now - We can't wait to hear from you!

Who We Are:
At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 35 years, we've been committed to making dreams come true for independent car dealers. AFC's finance solutions work with more than 12,000 independent dealerships across North America freeing up cash flow to give them more time to focus on building their business. Our solutions amplify purchasing power so dealers can stock their dealership lot with vehicles their customers seek. Learn more about AFC, here:

AFC is proud to be a subsidiary of OPENLANE. AFC's core business complements the other business units within the OPENLANE group of companies. For more information, visit

AFC's Core Values:

Elevating Relationships. We connect deeply with our customers - celebrating their wins and supporting their struggles as if they were our own.
Powered by Passion. We believe that "passion is our superpower" and that every success is built upon the commitment and perseverance of our employees.
Vision-driven. We look ahead to the bigger picture so our customers can be prepared; after all, their success is our destination.
Dedicated to You. We demonstrate value and appreciation by recognizing and validating each other's efforts. We stand committed to the success of our customers.

We're looking for:

A Relationship Manager with a strong background in building customer relationships, fostering a positive local culture focused on employee development, and driving business growth. You will be part of the AFC team responsible for portfolio management, risk mitigation, team member development, and ensuring operational efficiencies. In this role, you will have the opportunity to utilize your experience in sales, customer service, and leadership. The ideal candidate will have three (3) years of people leadership experience and a minimum of six (6) years of relevant experience in customer-facing, sales, or sales support roles.

You are:

• Focused on Elevating Relationships: you believe integrity and honesty build long-lasting relationships; connecting with your customers as well as your team, celebrating their wins, and supporting them through their struggles.

• Powered by Passion. You are obsessed with customer service and driven to help our customers realize their unlimited potential. You understand that our dealers' success relies on your commitment and perseverance.

• Vision-Driven. You prioritize understanding your customers' future needs and are dedicated to continuous improvement. You make it easier for customers to do business while preparing for what's to come.

• Dedicated . You have an unwavering "people-first" commitment to ensure success and provide support to both your customers and team.

You will:

• Cultivate new business relationships and manage customer acquisition.

• Coach and develop your team in portfolio management, data analysis, and business development.

• Conduct regular meetings with your team to align on goals and strategy.

• Provide industry-leading knowledge to help customers manage and grow their businesses.

• Forecast opportunities and challenges based on understanding local area and customer operations.

• Lead prospecting, growth, and portfolio development efforts.

• Act as a trusted advisor through collaboration with internal stakeholders and external partners.

• Ensure compliance with applicable laws and codes for the assigned geographic area.

Who you will work with:

Reporting to the Sr. Relationship and Central Services Manager, this role will collaborate with various teams, including Credit, Contracting, Collections, Training, and Operations, on a regular basis. You will also interact with customers and external partners, building strong relationships and providing exceptional service.

Must Have's:

• 5+ years of experience in customer-facing, sales, sales support roles.

• 3+ years of people leadership experience

• Experience in team management and building strong sales relationships

• Passion for leading people, projects, and budgets

• Ability and desire to frequently travel within your market to support our current and prospective customer base.

• Familiarity with risk management principles and collections procedures

• High level of accountability towards local goals and business targets.

Nice to Have's:

• Experience in the automotive, financial services, or related industries.

• Basic understanding of financial statements

• Proficiency in Google Workspace, Salesforce, Tableau

• Familiarity with customer relationship management (CRM) tools

What We Offer:

• Competitive pay

• Medical, dental, and vision benefits with employer HSA contributions (US) and FSA options (US)

• Immediately vested 401K (US) or RRSP (Canada) with company match

• Paid Vacation, Personal, and Sick Time

• Paid maternity and paternity leave (US)

• Employer-paid short-term disability, long-term disability, life insurance, and AD&D (US)

• Robust Employee Assistance Program

• Employer paid Leap into Service Day to volunteer

• Tuition Reimbursement for eligible programs

• Opportunities to expand your skill set and share your knowledge across a publicly traded, global organization

• Company culture of internal promotions, diverse career paths, and meaningful advancement

Sound like a match? Apply Now - We can't wait to hear from you!

Who We Are:
At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 35 years, we've been committed to making dreams come true for independent car dealers. AFC's finance solutions work with more than 12,000 independent dealerships across North America freeing up cash flow to give them more time to focus on building their business. Our solutions amplify purchasing power so dealers can stock their dealership lot with vehicles their customers seek. Learn more about AFC, here:

AFC is proud to be a subsidiary of OPENLANE. AFC's core business complements the other business units within the OPENLANE group of companies. For more information, visit

AFC's Core Values:

Elevating Relationships. We connect deeply with our customers - celebrating their wins and supporting their struggles as if they were our own.
Powered by Passion. We believe that "passion is our superpower" and that every success is built upon the commitment and perseverance of our employees.
Vision-driven. We look ahead to the bigger picture so our customers can be prepared; after all, their success is our destination.
Dedicated to You. We demonstrate value and appreciation by recognizing and validating each other's efforts. We stand committed to the success of our customers.

We're looking for:

A Relationship Manager with a strong background in building customer relationships, fostering a positive local culture focused on employee development, and driving business growth. You will be part of the AFC team responsible for portfolio management, risk mitigation, team member development, and ensuring operational efficiencies. In this role, you will have the opportunity to utilize your experience in sales, customer service, and leadership. The ideal candidate will have three (3) years of people leadership experience and a minimum of six (6) years of relevant experience in customer-facing, sales, or sales support roles.

You are:

• Focused on Elevating Relationships: you believe integrity and honesty build long-lasting relationships; connecting with your customers as well as your team, celebrating their wins, and supporting them through their struggles.

• Powered by Passion. You are obsessed with customer service and driven to help our customers realize their unlimited potential. You understand that our dealers' success relies on your commitment and perseverance.

• Vision-Driven. You prioritize understanding your customers' future needs and are dedicated to continuous improvement. You make it easier for customers to do business while preparing for what's to come.

• Dedicated . You have an unwavering "people-first" commitment to ensure success and provide support to both your customers and team.

You will:

• Cultivate new business relationships and manage customer acquisition.

• Coach and develop your team in portfolio management, data analysis, and business development.

• Conduct regular meetings with your team to align on goals and strategy.

• Provide industry-leading knowledge to help customers manage and grow their businesses.

• Forecast opportunities and challenges based on understanding local area and customer operations.

• Lead prospecting, growth, and portfolio development efforts.

• Act as a trusted advisor through collaboration with internal stakeholders and external partners.

• Ensure compliance with applicable laws and codes for the assigned geographic area.

Who you will work with:

Reporting to the Sr. Relationship and Central Services Manager, this role will collaborate with various teams, including Credit, Contracting, Collections, Training, and Operations, on a regular basis. You will also interact with customers and external partners, building strong relationships and providing exceptional service.

Must Have's:

• 5+ years of experience in customer-facing, sales, sales support roles.

• 3+ years of people leadership experience

• Experience in team management and building strong sales relationships

• Passion for leading people, projects, and budgets

• Ability and desire to frequently travel within your market to support our current and prospective customer base.

• Familiarity with risk management principles and collections procedures

• High level of accountability towards local goals and business targets.

Nice to Have's:

• Experience in the automotive, financial services, or related industries.

• Basic understanding of financial statements

• Proficiency in Google Workspace, Salesforce, Tableau

• Familiarity with customer relationship management (CRM) tools

What We Offer:

• Competitive pay

• Medical, dental, and vision benefits with employer HSA contributions (US) and FSA options (US)

• Immediately vested 401K (US) or RRSP (Canada) with company match

• Paid Vacation, Personal, and Sick Time

• Paid maternity and paternity leave (US)

• Employer-paid short-term disability, long-term disability, life insurance, and AD&D (US)

• Robust Employee Assistance Program

• Employer paid Leap into Service Day to volunteer

• Tuition Reimbursement for eligible programs

• Opportunities to expand your skill set and share your knowledge across a publicly traded, global organization

• Company culture of internal promotions, diverse career paths, and meaningful advancement

Sound like a match? Apply Now - We can't wait to hear from you!

Who We Are:
At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 35 years, we've been committed to making dreams come true for independent car dealers. AFC's finance solutions work with more than 12,000 independent dealerships across North America freeing up cash flow to give them more time to focus on building their business. Our solutions amplify purchasing power so dealers can stock their dealership lot with vehicles their customers seek. Learn more about AFC, here:

AFC is proud to be a subsidiary of OPENLANE. AFC's core business complements the other business units within the OPENLANE group of companies. For more information, visit

AFC's Core Values:

Elevating Relationships. We connect deeply with our customers - celebrating their wins and supporting their struggles as if they were our own.
Powered by Passion. We believe that "passion is our superpower" and that every success is built upon the commitment and perseverance of our employees.
Vision-driven. We look ahead to the bigger picture so our customers can be prepared; after all, their success is our destination.
Dedicated to You. We demonstrate value and appreciation by recognizing and validating each other's efforts. We stand committed to the success of our customers.

We're looking for:

A Relationship Manager with a strong background in building customer relationships, fostering a positive local culture focused on employee development, and driving business growth. You will be part of the AFC team responsible for portfolio management, risk mitigation, team member development, and ensuring operational efficiencies. In this role, you will have the opportunity to utilize your experience in sales, customer service, and leadership. The ideal candidate will have three (3) years of people leadership experience and a minimum of six (6) years of relevant experience in customer-facing, sales, or sales support roles.

You are:

• Focused on Elevating Relationships: you believe integrity and honesty build long-lasting relationships; connecting with your customers as well as your team, celebrating their wins, and supporting them through their struggles.

• Powered by Passion. You are obsessed with customer service and driven to help our customers realize their unlimited potential. You understand that our dealers' success relies on your commitment and perseverance.

• Vision-Driven. You prioritize understanding your customers' future needs and are dedicated to continuous improvement. You make it easier for customers to do business while preparing for what's to come.

• Dedicated . You have an unwavering "people-first" commitment to ensure success and provide support to both your customers and team.

You will:

• Cultivate new business relationships and manage customer acquisition.

• Coach and develop your team in portfolio management, data analysis, and business development.

• Conduct regular meetings with your team to align on goals and strategy.

• Provide industry-leading knowledge to help customers manage and grow their businesses.

• Forecast opportunities and challenges based on understanding local area and customer operations.

• Lead prospecting, growth, and portfolio development efforts.

• Act as a trusted advisor through collaboration with internal stakeholders and external partners.

• Ensure compliance with applicable laws and codes for the assigned geographic area.

Who you will work with:

Reporting to the Sr. Relationship and Central Services Manager, this role will collaborate with various teams, including Credit, Contracting, Collections, Training, and Operations, on a regular basis. You will also interact with customers and external partners, building strong relationships and providing exceptional service.

Must Have's:

• 5+ years of experience in customer-facing, sales, sales support roles.

• 3+ years of people leadership experience

• Experience in team management and building strong sales relationships

• Passion for leading people, projects, and budgets

• Ability and desire to frequently travel within your market to support our current and prospective customer base.

• Familiarity with risk management principles and collections procedures

• High level of accountability towards local goals and business targets.

Nice to Have's:

• Experience in the automotive, financial services, or related industries.

• Basic understanding of financial statements

• Proficiency in Google Workspace, Salesforce, Tableau

• Familiarity with customer relationship management (CRM) tools

What We Offer:

• Competitive pay

• Medical, dental, and vision benefits with employer HSA contributions (US) and FSA options (US)

• Immediately vested 401K (US) or RRSP (Canada) with company match

• Paid Vacation, Personal, and Sick Time

• Paid maternity and paternity leave (US)

• Employer-paid short-term disability, long-term disability, life insurance, and AD&D (US)

• Robust Employee Assistance Program

• Employer paid Leap into Service Day to volunteer

• Tuition Reimbursement for eligible programs

• Opportunities to expand your skill set and share your knowledge across a publicly traded, global organization

• Company culture of internal promotions, diverse career paths, and meaningful advancement

Sound like a match? Apply Now - We can't wait to hear from you!

Job Description

Relationship Manager - Desjardins Agent Team Member

Location: Oakville, ON
Type: Full Time

Position Overview:
A successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of Relationship Manager - Desjardins Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

Responsibilities:

• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Provide prompt, accurate, and friendly customer service. Specifically focused on all billing items. As a relationship Manager, you will need to manage all billing concerns, collect payments, drive to the bank to make deposits,
• Work with the agent to establish and meet marketing goals.
• Assist with thank you cards.
• Assist with various seasonal promotions.
• Take minutes at meetings.
• Some small tasks assigned by Eric Gruscyk. (Personal assistant type tasks as they come up).

Requirements:

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Successful track record of meeting sales goals/quotas preferred
• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• Proactive in problem-solving
• Dedicated to customer service
• Ability to multi-task
• Ability to make presentations to potential customers

Cover letter required with application.

These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.

Job Description

Aviso Wealth:

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at

The Opportunity:

We’re looking for a Relationship Manager to join our Aviso Correspondent Partners team.

Reporting to the Vice President, Correspondent & Institutional, the Relationship Manager is responsible for service and operational excellence of all partner-facing activities and is a key contact who is critical in building a successful long-term relationship with Aviso Correspondent Partners (ACP) clients while ensuring that new firms that are transitioning to our platform have an outstanding experience. The Relationship Manager will play a key role for managing, educating, and building strong operationally based relationships with Portfolio Management, Introducing Brokers and other financial firms and take ownership and champion service issues/opportunities to achieve desired results. While working with the team members of ACP and Operations to identify service gaps and opportunities, the Relationship Manager will also investigate and implement procedures and technology to maximize effectiveness and efficiencies.

Who you are:

• Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso to become a trusted advisor and partner
• Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
• Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

What your day looks like:

Partner Building & Support

• Manage, educate and build relationships with key partners as it relates to operational matters
• Liaise between internal departments to resolve service issues
• Works closely with business partners and end users to develop requirements to meet business needs
• Proactively associate with existing customers in order to fully understand their businesses, goals, strategies, and challenges
• Provide assistance to business partners with analysis of production problems, development of interim solutions, and prioritization of correction
• Participate in the development of implementation plans, user documentation and training materials
• Ensure partners are aware of critical issues that impact their business
• Assist in preparation of external partner communications
• Develop and carry out a schedule of outgoing proactive communications
• Compile, analyze and distribute service level agreement (SLA) reporting
• Maintain and update operational profiles of assigned partners

Project Support

• Coordinate partner conversions including movement between Aviso platforms and transfers to and from Aviso involving outside dealerships
• Assist in the implementation of key technological or business initiatives designed to improve operational quality and efficiency of service
• Participate in project teams for the purpose of implementing improvements to business operations & forecasting and planning processes
• Assist in analysis of current processes and make recommendations for improvements while providing operational expertise on corporate initiatives

Operational Support

• Support the Operations group by being a liaison between Operations and our key partners on issues which affect the efficiency of our mutual businesses
• Analyze trends to recommend process and/or operational improvements

Requirements

Your experience and skills:

• Post-Secondary degree – business/management area preferred
• Canadian Securities Course
• Conduct Practices Handbook Course is preferred
• 5 years’ experience in Service and Operations within the financial services sector, preferably within IIROC and experience in a senior management retail delivery or service role
• Excellent interpersonal skills with the ability to influence and negotiate conflict resolution
• Strong customer service orientation and relationship building skills
• Strong organizational skills, including the ability to handle multiple tasks with appropriate attention to detail
• Demonstrates creativity and innovation while solving problems quickly and efficiently
• Ability to adapt to and work effectively within a variety of situations, and with various individuals or groups
• Ability to develop business cases to communicate requirements and recommendations
• Intermediate skills in MS Word, Excel, Access, PowerPoint, and Outlook
• Fluent communication skills in English are required and bilingual skills in French are an asset

Benefits

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

Your Information

By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.

Further information is available on the Privacy link on our Career Page – Privacy Policies

Equal Employment Opportunity

Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors .

A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.

Salary

This position is posted with an expected salary range of $3,000 - 100,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.