Client Relationship Manager – Private Wealth Management
Toronto, ON | Hybrid
Full-Time, Permanent
Are you an experienced wealth management professional who enjoys building meaningful client relationships and helping affluent families navigate complex financial decisions?
We're partnering with an established organization in the private wealth management space to find a Client Relationship Manager who brings a thoughtful, consultative approach to client service.
This is an opportunity to work closely with high-net-worth families, providing strategic guidance across investments, financial planning, tax considerations, and long-term wealth preservation.
The Company
Our client is a well-established, Toronto-based wealth management organization providing personalized financial guidance and comprehensive advisory services to affluent individuals, families, and business owners.
With a collaborative, relationship-driven approach, the organization brings together expertise across multiple financial disciplines to help clients manage their wealth and navigate important financial decisions.
You'll be joining a professional, close-knit team that values exceptional service, sound judgment, and long-term relationships.
Company Perks and Rewards
- Competitive compensation aligned with experience and qualifications
- Comprehensive group benefits package
- Employee share ownership opportunity
- Hybrid work arrangement with three days in the Toronto office
- Collaborative environment with direct access to experienced leadership
- Opportunity to work with sophisticated clients on complex financial matters
- Supportive team culture that values professional contributions and continuous improvement
The Job!
As the Client Relationship Manager, you'll play an important role in overseeing client relationships and coordinating comprehensive wealth management solutions. Acting as a key point of contact, you'll work alongside internal specialists and external advisors to ensure clients receive thoughtful, proactive advice tailored to their individual circumstances.
Key responsibilities include:
- Develop and maintain trusted, long-term relationships with high-net-worth individuals, families, and business owners.
- Serve as a primary contact for clients, coordinating financial strategies and ensuring a high standard of service.
- Oversee comprehensive wealth planning initiatives, including investment management, tax planning, estate considerations, and retirement strategies.
- Review financial statements, investment reports, tax information, and net worth analyses to identify opportunities and support informed decision-making.
- Lead regular client reviews, providing updates on financial strategies, planning priorities, and ongoing initiatives.
- Collaborate with internal specialists and external legal, tax, and financial professionals to coordinate complex client matters.
- Guide clients through sensitive financial and family-related discussions with professionalism, discretion, and sound judgment.
- Support the development of financial plans, client presentations, and strategic recommendations.
- Identify opportunities to enhance client service and contribute to improvements in internal processes.
- Contribute to business development through professional relationships, referrals, and networking opportunities.
What you bring to the job
- Minimum 5 years of experience in wealth management, private banking, financial advisory, investment management, or a related financial services environment.
- Demonstrated experience supporting high-net-worth or ultra-high-net-worth clients with complex financial needs.
- Strong understanding of integrated wealth planning, including investments, taxation, estate planning, retirement planning, and wealth preservation.
- Experience working with business owners, family enterprises, or clients with complex personal and corporate financial structures.
- Ability to interpret financial statements, investment reporting, and other financial information to develop meaningful client recommendations.
- Strong relationship management skills with the confidence to lead client discussions and collaborate with senior professionals.
- High level of discretion, emotional intelligence, and professionalism when navigating confidential or sensitive matters.
- Excellent analytical, communication, organizational, and problem-solving skills.
- Post-secondary education in business, finance, accounting, or a related discipline, or equivalent professional experience.
- Professional credentials such as CFP, CFA, CPA, TEP, CSC, LLM, or MBA. Additional family enterprise advisory credentials are considered an asset.
We really look forward to hearing from you, but please understand that we will only be contacting those that are applicable for the role!
Options Consulting Solutions is an equal opportunity employer and welcomes applications from all individuals. Applicants selected for an in-person interview will be asked whether specific accommodations are needed to support a personal disability.
