Harness Investment Management Inc. (Harness) is registered across Canada as a Portfolio Manager and Exempt Market Dealer, providing discretionary investment management services to individual and corporate clients.
Vacancy Status: This is for a current opening.
Compensation: $125,000 - $135,000 + cash bonus.
Job DescriptionWho you are As a Senior Relationship Manager at Harness, you will work with our top clients to build the trust, at depth, and grow the Harness platform through relationships that are genuinely irreplaceable. To understand our client's business and objectives the way they do-and bring them ideas, solutions, and access they couldn't get anywhere else. Success doesn't look like a blitz of outreach or a full pipeline. It looks like advisors who are deeply engaged, clients who are well served, and a platform that grows because the relationships on it are genuinely strong.
Responsibilities: What you will do/what you will own - Own and deepen relationships with referring advisors on the Harness platform, serving as their primary point of contact and trusted advocate.
- Build deep, lasting relationships grounded in responsiveness, transparency, and a genuine understanding of each advisor's business and goals.
- Grow client assets on the platform-share best practices, identify growth levers, and help advisors expand their books and elevate how they serve clients.
- Collaborate closely with Portfolio Managers to ensure every client experience is seamless and that service expectations are consistently met.
- Gather and channel advisor feedback to internal teams to inform product, service, and platform improvements.
- Identify and convert product adoption opportunities - measured by usage, not conversations
Qualifications: What you will bring- 5+ years in relationship management or client-facing financial services - with a real track record of building trust with sophisticated partners
- Genuine understanding of the advisor business model and the wealth management ecosystem
- Excellent communication and interpersonal skills, with the ability to influence internal teams on behalf of advisors
- Bachelor's degree or equivalent experience; relevant industry licenses or designations are an asset.
- Curiosity about AI tools and how they make the human layer of this job sharper
What success looks like in this role- Referring advisors are highly engaged, satisfied, and actively growing their business with Harness.
- Advisor retention and the depth of each relationship strengthen over time.
- New product opportunities are consistently identified and successfully introduced.
- Clients feel it: the experience is seamless, the communication is clear and the trust flows from your advisors all the way through.
Why should you join us?- We are one of Canada's Top Small & Medium Employers' 2023 & 2024.
- We believe in innovation and a vibrant culture - work for an innovative, people-first, financial services firm that values entrepreneurialism.
- We believe in a flexible work structure - A flexible hybrid work model that empowers you to do your best work whether at home or the office.
- We care about your rewards - Competitive compensation including equity program.
- We care about your health - comprehensive group health and dental benefits and life insurance at little to no cost to you. We also offer a Lifestyle Spending Account for all your wellness needs.
- We care about your quality of life - a flexible paid time-off policy covering vacation, sick, and mental health days.
- We care about your family - Paid parental leave for eligible employees with a top-up.
- We care about your future - Generous Group RRSP matching and an optional TFSA program.
- We care about your development - We offer training opportunities and tuition support year-round.
Our work philosophy is a hybrid model allowing for flexibility and collaboration.
Applicants must be legally entitled to work in Canada. Immigration sponsorship is not offered for this role.
We may use artificial intelligence technology to assist in screening, assessing, or selecting applicants for this position. Final hiring decisions are made by qualified human reviewers.
