Accounting & Finance

Senior Relationship Manager – Wealth Tech & Advisor Growth

Advisor Solutions by Purpose

Toronto · Ontario · Canada

Advisor Solutions by Purpose, a subsidiary of Purpose Unlimited, is seeking a Senior Relationship Manager to work with Harness and top clients across Canada. The role focuses on building trusted advisor relationships, expanding client assets, and delivering superior service through a flexible hybrid work model.

You will engage with referring advisors, translate their needs into product improvements, and partner with Portfolio Managers to ensure a seamless client experience.

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Reference: WJ-3875_12647945

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