Shape the future of client partnerships at Aviso Wealth as a Relationship Manager. This role emphasizes service excellence and operational leadership in engaging relationships with Aviso Correspondent Partners.

Join Aviso Wealth as a pivotal Relationship Manager, reporting to the Vice President. You will be responsible for fostering long-term relationships with Aviso Correspondent Partners clients, driving operational efficiency, and ensuring a seamless transition for new firms on our platform.

Key skills required include excellent interpersonal abilities, problem-solving creativity, and a robust customer service orientation.

Key Responsibilities:

- Build and manage relationships with key financial partners
- Resolve service issues by liaising with internal departments




- Analyze production problems and recommend solutions
- Develop partner communications and training materials
- Monitor service level agreement (SLA) compliance

Requirements:

- Post-secondary degree in business or management
- 5 years of experience in financial services operations
- Completion of Canadian Securities Course
- Strong customer service and relationship building skills
- Proficient in Microsoft Office Suite

Leverage your operational excellence and relationship management expertise at Aviso Wealth to create meaningful client interactions.

📌 Relationship Manager at Aviso Wealth (Vancouver)
🏢 Aviso Wealth
📍 Vancouver