91 Relationship Banker jobs in Canada

Job Description

Salary:

PORTFOLIO MANAGER, Successful Investor Wealth Management Inc.

We are an established wealth management and investment publishing firm with 25+ years experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing. Successful Investor Wealth Management (SIWM) is currently seeking a Portfolio Manager who specializes in Client Relationship Management.

We are transforming our business and experiencing significant growth and as a result SIWM is looking for an investment professional with strong relationship management skills who will provide high quality service to clients and contribute to the continued growth of the organization.

With the objective of growing and diversifying the client base, the ideal candidate will have a solid understanding of capital markets and be able to articulate SIWMs investment process and philosophy. Conducting a thorough assessment of each clients goals, objectives, and risk tolerance from which an appropriate investment strategy is developed is key to the role. As the organization puts more emphasis on value-added services such as retirement planning, tax and family financial planning, a high level of comfort with these value-added services will be important.

To achieve the above-mentioned goals, the candidate will be the primary point of contact on most portfolios. The selected candidate will have excellent interpersonal skills that will allow quick building of strong bonds of trust with SIWMs private clientele. The candidate will be self-sustaining, self-sufficient, and proactive but at the same time a team player able to evolve in a collegial environment and foster collaboration.

KEY RESPONSIBILITIES

• Develop a relationship of trust with existing and future clients of SIWM and be their primary point of contact.
• Manage, maintain, and enhance SIWMs relationships with its clients.
• Thoroughly assess each clients unique circumstances, goals, objectives, risk tolerances and constraint.
• Effectively communicate SIWMs investment philosophy and strategy as well as understanding and articulating our investment thesis on a sector and individual security basis.
• Coordinate and oversee the administrative aspects of the client relationship and ensure high quality and accuracy of information.
• Responsible for Know Your Client and suitability issues.
• Conduct all activities within a best-in-class culture of compliance and service.
• Seek opportunities to cross-sell or upsell to existing clients.
• Grow the business by identifying new sales and business development opportunities.
• Monitor and assess the activities of our competitors to proactively satisfy and retain our clients.
• Provide excellent service to maintain a positive reputation for the business.
• Resolve any client complaints promptly and professionally.
• Communicate with clients who express a desire to transfer their assets out to understand their reasons and make every effort to retain their valued business.
• Participate in and contribute to SIWMs overall growth and strategic vision as well as building the firm brand.
• Accomplish department objectives.
• Planning and evaluating department activities.
• Manage daily operations of a small customer service team.

REQUIREMENTS (Qualifications, Experience & Skills)

• University Degree.
• Completion of the Canadian Securities Course required.
• Registered with Securities Commissions as a Portfolio Manager (Advising Representative); CFA preferred.
• Experience with suitability determinations for clients and know-your-product analysis.
• 5 years experience with at least 3 years in a client-facing role.
• The Certified Financial Planner designation or similar credentials would be an asset.
• Ability to build, foster and maintain positive professional relationships.
• Devotion to high-quality customer service.
• A team player with excellent communication skills, computer proficiency and high level of professionalism.
• Be able to meet targets and handle a high-pressure environment.
• Strong relationship management skills.
• Excellent influencing skills.

Located near Yonge St. and Sheppard Ave. in North York, Toronto. We are seeking a dynamic and adaptable team member who can thrive in a hybrid work environment, combining the best of both remote and in-office work to achieve our goals.

Pre-employment work references, credit and criminal background checks are required.

Successful Investor Wealth Management Inc. welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Job Description

Looking for a great opportunity to work in Canada’s largest Automotive Group? Join the Family today, the Dilawri Lifestyle is waiting for you!

Dilawri life is full of excitement, click here for a glimpse into the road ahead.

Genesis Downtown Vancouver is currently looking to fill the position of a Financial Services Manager.

At Genesis Downtown Vancouver we strive to create the finest products and services for connoisseurs around the world and to make a positive difference to our Guest’s lives. The Genesis brand identity is defined by three core ideas: Audacious, Progressive, and Distinctly Korean. We believe in Delivering Exceptional both on and off the road.

Genesis Downtown Vancouver is dedicated to creating a brand and company that embraces and reflects the diversity of Canadians.

Essential Responsibilities:

• Ability to obtain finance approval from lending institutions on all finance deals.
• Coordinate secure financial sources to purchase finance papers.
• Knowledge of selling products and insurances.
• Reviewing all paperwork regarding finance and cash deals to ensure title, lien, taxes and other related delivery documents are correct.
• Responsible for all rate inquiries.
• Maintain records of Finance, insurance files and prepare and submit necessary claims.
• Interviewing clients for credit applications and presenting insurance options.
• Reviewing manufacturer warranty coverage with clients.
• Upgrading warranty coverage (selling extended service contracts).
• Reviewing additional protection options (such as environmental protection, tire & rim warranty, etc.)
• Preparing the legal paperwork for vehicle purchases including Finance/Lease contracts, lien searches, warranty certificates, etc.
• Communicating pertinent information to sales consultants/managers as needed.
• Working with the Sales Management team to maximize profits on every sale.
• Training sales consultants on Finance Office products.
• Responding to post-delivery customer inquiries such as warranty and loan payout requests.
• Other duties as assigned by management.

All successful applicants must possess the following qualities:

• VSA Certification
• Previous Business Office Experience
• Experience with One Eighty and ADP
• Previous automotive experience a definite asset

Advantages of the Dilawri Lifestyle:

• First hand mentoring from auto industry leaders
• Innovative, exciting work environment
• Employee discounts on vehicle purchases and leases
• Employee discounts on service and parts
• Career growth opportunities
• Competitive compensation
• Generous benefit package
• Exclusive Dilawri offers
• A true Family culture

Dilawri Group of Companies is Canada’s largest automotive group with 75+ franchised dealerships representing 35+ automotive brands throughout Quebec, Ontario, Saskatchewan, Alberta, British Columbia, and Washington DC. Privately owned and operated by the Dilawri family since 1985, the company continues to expand its footprint in Canada, building on its history of excellence in the automotive industry. With more than 4,000 employees, Dilawri Group of Companies is proud to offer exceptional products and customer service in every dealership.

Dilawri Group of Companies is not only a leader in the automotive industry, it is also a leader in the communities it serves, having established The Dilawri Foundation in 2002. The Dilawri Foundation has contributed tens of millions of dollars throughout Canada supporting a variety of charitable causes.

Go to our website to see more about our company and the many reasons why you will want to work for us!

We do thank all applicants in advance, but only those selected for an interview will be contacted. Thank you for your interest

Job Description

Bruce Ford is looking for a Part Time Financial Services Manager! Do you have a passion for going above and beyond for customers? By joining the team at Ford, you'll have endless opportunity for industry training and career advancement. Plus, with this being a commission-based position, the earning potential is uncapped!

The Opportunity:

As an essential member of the Sales Team, you will be responsible for obtaining financing for customers for their vehicle purchases and recommending insurance and service packages to fit their needs. You will work closely with Sales Managers and Sales Representatives to ensure a smooth and efficient sales process for our customers. You will assess customers' financial position and review lender approvals to recommend options that conclude in a ‘win-win' situation.

What we are looking for:
- Proven experience in lending, finance or credit
- Excellent and professional verbal and written communication skills
- You are self-motived, driven, and persistent. You are confident and love a challenge
- Strong computer skills and have attention to detail
- You thrive in a fast-paced environment and have the ability to adapt to situations quickly.

Our Offer:

At Bruce Auto Group, you will join a team of thinkers, doers, and innovators who have experience working in a dealership or have a passion for the industry. You will also work with a team that shares the same values of being collaborative, passionate, trusting, respectful, innovative, and accountable. We offer a competitive pay plan, benefits include a health & dental plan, paid personal days off, a health spending account, a retirement savings plan with matching contributions, discounts on products and services, career progression opportunities, paid personal days, and a fun and engaging work environment!

So, are you ready to become a part of something awesome?

Job Description

Salary:

Northern Roads Auto Group is more than just a business, a collection of dealerships or rooftops, its a place where our family has the privilege to serve yours.

Location: 2959 Highway 35, Lindsay, ON (Lindsay Kia)

Availability:Open Availability - Monday to Saturday

Compensation: TBD

When you join Northern Roads, youll enjoy:

• 
  Trusted relationships Were a work family and youll become a part of the team.
• 
  Many employee engagement activities We want you to want to come into work every day.
• 
  Employee Health and Wellness Initiatives We truly care about your well-being.
• 
  Career path planning and training We want you to succeed and grow alongside us.
• 
  There are plenty of other perks and incentives, youll have to join us to find out more!
  
  

We are looking to add a strong Financial Services Manager to our team with at least 2 years of experience.

Youll love your position as a Financial Services Manager:

• Offer vehicle financing and insurance to customers
• Provide customers with athorough explanation of aftermarket products and extended warranties
• Provide customers with a complete explanation of manufacturer and dealership service procedures and policies
• Process cash, financing and leasing deals accurately
• Secure approvalsthrough financial sources as approved by management
• Track and report financial services performance metrics
• Exceed customer's expectations with regards to customer service and follow up
• Train and support sales employees with the accuracy of their PBS and other paperwork requirements
• Foster a professional work environment and attend regular meetings
• Promote effective communication amongst dealership personnel
• Ensure compliance with Kia policies and procedures, OMVIC, MVDA, CPA and Bank requirements
• Effectively resolve outstanding customer complaints
  
• Other duties as assigned

Wed love to hear from you, if:

• Valid G Driver's License and a clean driver's abstract
• OMVIC certification
• Strong knowledge of automotive sales and financing aspects
• Self-motivated, energetic and able to thrive in a fast-paced work environment
• Strong communication skills
  
• Technically savvy
  

At Northern Roads Auto Group, weve been operating successful family businesses over the last 40+ years in the heart of the Niagara region. Most recently, were excited to be buildingone of Canadas largest state of the art Kia dealership with a focus on electrification with Canadas first EV Canopy with 12 charging stations in the heart of the new Niagara Auto Mall. We are proud to be one of the first Kia Dealers in Canada, a multi-Kia Presidents Award-winning store and recently adding our second Kia franchise Lindsay Kia in October 2023.

At Northern Roads Auto Group Inc., accommodations are available during all stages of the recruitment process in accordance with the Human Rights Code. We are committed to complying with the Accessibility for Ontarians with Disabilities Act (AODA) to provide an inclusive, barrier free workplace and support accommodating the accessibility needs of individuals with disabilities so that individuals can participate in all aspects of our recruitment process. Should you require this accommodation, please

We would like to thank all candidates in advance for their interest only. Please note, due to the volume of applicants we receive, only those candidates selected for an interview will be contacted.