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Client Experience - Strategic Relationship Manager @ Purposefin

Toronto, Ontario, CanadaOnsiteFull TimePosted 5 days ago

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About this role

Client Experience - Strategic Relationship Manager at Purposefin. Location: Toronto, Ontario, Canada. Role: deepening relationships, growing assets, collaborating closely Requirements: 5+ years in relationship management or client-facing financial services, bachelor's degree or equivalent experience preferred, strong communication and interpersonal skills, understanding of advisor business model, curiosity about AI tools. Category: Business Development Seniority: Senior Level Commitment: Full Time Workplace: Hybrid Languages: English

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