Relationship Manager, Transitions

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At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

We are currently seeking a Relationship Manager, Transitions to join our Client Experience team. In this role, the successful candidate is expected to ensure the smooth running of our Transitions Team by providing them with necessary tools, support and knowledge around advisor practice and branch level changes, as well as recruitment of new businesses into Assante and maintenance of existing businesses. This position requires a deep understanding of the industry, advisor practices, and strong soft skills for effective business devel...