4,412 Relationship Manager jobs in Canada
Relationship Manager
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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.
Relationship Manager
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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.
Territory Relationship Manager
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Job Description
Connect6 Group is looking to add to our expanding team! We are currently looking for a Territoy Relationship Manager who will be working alongside our client TELUS, a leading wireless services provider, and will be responsible for territory relationship management and hunting new businesses to partner with in order to allow TELUS sales representatives to staff.
What sets Connect6 Group apart from other organizations is our commitment to providing numerous opportunities for career growth and advancement, as we follow a “promote from within” mentality. Our commitment to continuous coaching and training allows our employees to reach their full potential.
We are looking for an experienced and self-driven Territory Relationship Manager to join our team. You will be responsible for developing key sales strategies to build relationships with potential business with the main goal to achieve your territory partnership targets. Additionally, you will not only need to focus on these targets, but also act as ambassadors for TELUS and will be responsible for maintaining positive brand association with businesses.
RESPONSIBILITIES:.
Own and hit/exceed monthly business partnership targets within assigned territories and accounts.
Develop and execute a strategic plan to achieve sales targets and expand our customer base.
Build and maintain strong, long-lasting relationships through in person visits, calls, and networking
Partner with businesses to understand their needs and objectives.
Finding and developing new markets and improving sales.
Contacting potential clients to establish rapport and arrange meetings.
REQUIREMENTS:
2+ years of experience in sales or business development
Strong communication and negotiation skills.
Proficient in MS Suite.
Ability to communicate, present and influence all levels of the organization, including executive and C-level
Excellent verbal and written communications skills.
COMPENSATION:
Base salary of $45,000 annually, OTE of $63,000 with commission.
How Connect6 Group values you:
Health Benefits, fully funded by Connect6, once past three months of employment
Discounts on products and services depending on the program you work with
We value your time our office by creating a comfortable environment with full office amenities
Why work at Connect6 Group?
World class training provided by tenured sales professionals
1on1 coaching to hone your skills grow your career
Promote from within mentality
Be a part of a fast-growing company
Growth of Over 500% in 2021
We thank all applicants for their interest, however only those candidates selected for interviews will be contacted.
Connect6 Group welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
Company DescriptionConnect6 Group is an expanding marketing agency that works with some of Canada's most well known brands: Air Miles, Longo's, Cogeco, Hyundai and Canadian Tire. Our main goal is to attract top talent to our clients while also providing our employees with opportunities to grow within our company. With our humble beginnings as a small company in the Georgian Bay area we have, with the incredible work of our sales representatives, we have expanded our recruitment efforts into Alberta, Quebec, and most of Eastern Canada!
Company DescriptionConnect6 Group is an expanding marketing agency that works with some of Canada's most well known brands: Air Miles, Longo's, Cogeco, Hyundai and Canadian Tire. Our main goal is to attract top talent to our clients while also providing our employees with opportunities to grow within our company. With our humble beginnings as a small company in the Georgian Bay area we have, with the incredible work of our sales representatives, we have expanded our recruitment efforts into Alberta, Quebec, and most of Eastern Canada!
Manager, Client Relationship Manager
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Job Description
Description
Leveraging our standard technologies and process, coupled with our people and corporate structure, we deliver a unique end result for our clients. Our clients will experience increased employee productivity, predictability in capital and operating expenditures, reduced downtime and risk, improved employee morale, reduced lost revenue and enhanced business agility.
The Manager, Client Relationship Managers must be able to deliver effective leadership, strategy, follow-up and direction that aligns with the overall goals of the organization.
The Manager, Client Relationship Managers will work directly with the client team and VC3’s technical teams to ensure the smooth and successful delivery of technical services – service desk, project work, proactive maintenance, procurement, training, and ongoing support.
To deliver an exceptional result, you will need to stay abreast across service delivery, technology upgrade cycles, and project schedules as well as current and future client needs. We are a data driven company and analysis for decision making and overall strategy is ongoing.
Culture is an integral part of working at VC3. Our company values represent the most important values, the ones we live by:
Passionately Curious
We challenge the status quo seek continual improvement and are constantly learning.
Go Beyond
We show our care through positively impacting others through our actions properly communicating expectations, and executing them consistently
Serve as One
Together we are greater than the sum of our individuals, and that teamwork is essential to success
Own It
We have the courage to do what’s right, resolve to take responsibility, and the grit to cross the finish line
Our Noble Promise - “Developing Growth Minded People” – This is the driving force behind our values and why we do what we do.
Key Responsibilities
- Perform staff reviews, coaching, performance accountability, manage headcount, hiring and overall HR management for your team.
- Build a culture of continuous improvement via feedback, coaching and staff development.
- Ensure team members lead regular check-in meetings with the client, covering client satisfaction, issue trending, ongoing/upcoming projects, system performance, change management, and potential technical improvements.
- Assist team with development and delivery of high value client reporting and communication.
- Train your team on managing day to day client requests, such as invoice questions, client concerns, and escalations.
- Help your team understand the planning, schedule, scope, and budget cycles for project implementations.
- Coach team to understand their client Roadmaps, Budgets, and Annual Planning, so that we can help clients achieve technology objectives and meet required standards by obtaining the correct technical solutions.
- Facilitate communication, cooperation, and continual improvement with other departments to ensure we provide an exceptional client experience.
- Work with the team to ensure accurate and timely submission and payment of invoices.
- Ensure that workflows and procedures are being followed.
- Ensure objectives are clear, that progress is tracked, and that results are reviewed; instill a culture of high performance.
- Ensure quality administrative results from your team. For example, real-time time entry, timely submission of timesheets and expenses, frequent and business appropriate client communications, and overall professionalism
- Act as an escalation point for critical client issues, communicate and manage communication with clients and internally as required.
- Proactive issue trending and data reporting for the improvement of key metrics.
- Communicate with all parties in a constructive manner to guarantee client expectations are met.
- Responsible for the scheduling, time and utilization management of team members.
- Leading and managing business initiative planning that may include business cases, data & financial analysis, risk assessments, cost/benefit analysis, and feasibility studies.
- Develop, implement, and effectively maintain processes, standards, guidelines and procedures within the department. Ensure this documentation is followed by all and is posted in an area accessible to team members and other departments that may need it.
- Take ownership of major incidents, ensuring coordination of resolving parties, effective communication to stakeholders, and post incident reviews.
- Liaise with internal and external resources to provide detailed analysis of the operations and opportunities for improvement to meet SLA's and internal efficiencies.
- Maintain a deep knowledge of technology products and services applicable to the client base, including hardware, software and VC3 services.
Additional Responsibilities:
- Build relationships with clients and team members and serve as a trusted point of contact.
- Provide timely responses and guidance to client and internal requests.
- Maintain accurate and up to date documentation.
- Maintain accurate and real time up to date timesheets.
- Attend, present training & lead team meetings as required.
- Assist CRMs with continuous improvement initiatives.
- Be a leader within the company, attending staff events, participating in meetings, encouraging a positive morale and holding all employees accountable. Set the example to follow for client service
Skills, Knowledge & Expertise
- Relationship Building: Must demonstrate the ability to build and manage relationships with clients (internal and external) through consistent and proactive communications. This is most effective by acting responsive and being reliable to client needs.
- Collaboration: You will need to network throughout the organization to pull in the appropriate resources to address the customer’s needs throughout their lifecycle.
- Business Analysis: You must be able to identify and assess a client’s business goals, needs and perceptions. By performing analysis on that information and working with various teams within VC3, this information is transformed in to winning solutions for the client.
- Data Analysis: You must have the necessary experience and knowledge in order to assess the internal performance. These metrics will include analysis of Key Performance Indicators that define client use, like costs, risks and profit. The ability to assess a client’s use of VC3 services is also key in identifying long running issues or trends.
- 3 years + technical experience is required.
- 3 years + in progressively responsible Management roles.
- ITIL Foundations certification is required, ITIL Practitioner or above desired, Microsoft MCP or above required, equivalents i.e. CIPS ISP, ITCP or Management Diploma.
- Strong organizational, time management, presentation and customer service skills.
- The ability to prioritize multiple issues or initiatives simultaneously is expected.
Relationship Manager, Private Equity
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Job Description
Ready to take your success to the next level—with a firm that shares your drive? At Skyline, we're looking for a standout Relationship Manager who's already thriving in high-net-worth sales—and now wants the platform, prestige, and performance history to match. You're more than just a top producer; you're a trusted advisor who knows that lasting client relationships are built on trust, integrity, and results. If you're ready to represent exclusive investment opportunities backed by a 26-year track record and a nationally respected brand, this could be your next big move.
What You'll Be Doing:
As a Relationship Manager, Private Equity you'll play a critical role in driving growth through trusted, long-term investor relationships. You'll work directly with accredited investors across Canada, providing personalized guidance on how Skyline's exclusive private real estate and renewable energy funds can complement and strengthen their portfolios. Your responsibilities will include:
- Converting qualified, warm investor leads into long-term relationships through one-on-one conversations, tailored presentations, and in-person meetings.
- Consulting with high-net-worth investors to understand their financial goals and position Skyline's offerings as part of a long-term wealth strategy.
- Collaborating with internal teams to ensure a seamless onboarding experience and exceptional ongoing service.
- Representing Skyline at investor events and private engagements, further establishing your presence as a trusted Relationship Manager in the alternative investment space.
Why Join Skyline?
Your Earning Potential & Growth are SkyHigh
- Start Strong: Begin with an active book of investors—you won't be starting from scratch. With a supportive sales environment and warm leads, all Relationship Managers are supported in building their books.
- Impact-driven Earnings : Our uncapped, performance-based compensation rewards professionals who deliver. High investor engagement and streamlined onboarding mean fewer obstacles between conversation and close.
- Clear Benchmarks : Transparent targets and performance reviews help you track your success from year 1.
- Professional Development : Access to ongoing mentorship, private equity training, sales enabled tools, and marketing support to grow your expertise and impact.
We're Relationship-Focused, Not Transactional
- Value Over Volume : We emphasize education and consultative engagement over hard selling. Your job is to guide—not pitch.
- Exclusive Leads : No cold—calling leads are pre-qualified through strategic digital campaigns and referrals, and once assigned, they're yours.
- Support at Every Stage : Our dedicated Associate team manages documentation, compliance, and onboarding—so you can stay focused on what you do best: building trusting, closing business, and deepening investor engagement.
- A National Market : While many Relationship Managers are limited by regional saturation, Skyline gives you access to high-net-worth-investors across the country—particularly in under-served markets with untapped potential.
Our Team Stands Out
- Proven Success : Over $9 billion in assets under management and 26 years of strong performance in real estate and renewable infrastructure investments.
- Canadian Roots : We are proudly Canadian-owned and operate across eight provinces.
- Exclusive Products : Represent four proprietary funds unavailable on public markets—giving you a distinct edge in investor conversations.
- Leadership Access : Work closely with senior leadership and fund presidents—yes, they'll join you at investor meetings!
What We Look For:
- Performance : You have a strong track record of cultivating relationships with accredited and high-net-worth investors, and you're confident navigating sophisticated financial conversations.
- Professionalism : You take pride in the quality of service you provide and understand the importance of diligence and integrity.
- Experience : 5+ years in investment sales or wealth management, preferably in private equity or exempt market products.
- Credentials : University degree in Business, Finance, Economics, or equivalent. Must be eligible for registration as a Dealing Representative (Exempt Market Dealer).
Ready to take the next step in your career?
At Skyline, we believe great client relationships are built on substance. If you're ready to represent exclusive offerings with a firm that values your success and provides you limitless potential—apply now!
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