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Reposted 6 Days AgoSaved
In-Office
4 Locations
Senior level
Senior level
Financial Services
The Regional Director drives business development and client relationship management, focusing on sales activities and promoting Dimensional's investment solutions to new and existing clients.
Top Skills: Series 63Series 66Series 7Sie
Reposted 15 Days AgoSaved
In-Office
Toronto, ON, CAN
Senior level
Senior level
Financial Services
The Senior Relationship Manager manages business development and relationships with financial advisors, enhancing client experience and increasing assets under management in eastern Canada.
Top Skills: Asset Allocation TheoryCapital MarketsClient Relationship ManagementFinancial AdvisoryInvestment Solutions
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