For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.
Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. TheRelationship Manager (RM) Iis a strategic, client-facing role within the Client Service department. The RM is designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care. This role is responsible foroverseeing the execution of the firm’s service model, ensuring that client experiences align with the firm’s standards and values. The Relationship Manager I plays a critical role inpractice management,client retention, andbusiness growth,



serving as a key contributor to the success of the advisory team. Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm’s client experience standards. Manage service workflows and client touchpoints to ensure timely and accurate execution. Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery. Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented. Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning. Facilitate in implementing and refining the advisory team’s service model, including client communication strategies and engagement protocols. Track and report on client satisfaction metrics, service delivery KPIs, and retention trends. Growth & Retention Support Identify opportunities to deepen client relationships through proactive outreach and strategic engagement. Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients. Strong understanding of wealth management processes and service models. Proven ability to manage complex client relationships and resolve issues effectively. Proficiency in CRM systems and workflow management tools. This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.



All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. This position may be in a professional office workplace or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Company Paid Basic Life & AD&D; Insurance ~ Company Paid Short-Term and Long-Term Disability Insurance ~ Short-Term Disability; Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. ~ Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan. ~ Dependent Care Savings Account for child and dependent care. ~14 Company Paid Holidays including a full week off at Thanksgiving. ~ Generous paid time off program for vacation and sick days ~ Employee Assistance Plan ~ Family Medical Leave ~ Paid Parental Leave (8 weeks) ~ Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time. ~ Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more. ~401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option ~ We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on

📌 Relationship Manager Insurance (Canada)
🏢 Mercer Advisors
📍 Canada