National Vice President,Priority Clients Job Toronto area,Ontario Canada,Management

Aviso:

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at

The Opportunity:

We’re looking for a National Vice President, Priority Clients to join our Direct Investing team.

Reporting to the VP, Strategic Partnerships & Priority Clients, the National Vice President, Priority Clients, plays a leadership role within the Direct Investing team. This position is responsible for leading a team of Senior Relationship Managers, fostering a high-performance culture, and ensuring the delivery of exceptional service to High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.

In addition to team leadership, the National Vice President, Priority Clients maintains a select portfolio of complex client relationships, providing personalized wealth management advice and strategic investment guidance. The ideal candidate brings deep expertise in online brokerage, a proven track record of team and sales leadership, and a client-centric approach that drives loyalty and growth.

Who you are:

Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner

Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes

Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

Leadership – You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members

What your day looks like:

Lead, coach and develop a team of Relationship Managers to achieve business goals and deliver outstanding client experiences

Manage a personal portfolio of HNW/UHNW clients, offering an exceptional level of service and act as the champion of the relationship

Collaborate with internal partners to ensure seamless service delivery and client engagement strategies with enterprise wide goals

Drive business development initiatives and contribute to strategic planning within the department

Drive a sales culture which leads with relationship in order to build loyalty and consolidation of assets

Provide guidance and knowledge sharing of Priority Client needs to the broader Aviso / Qtrade firm

Deliver with support from the team exceptional events geared to this audience

Manage the budget and strategic direction of the team

Champion client engagement strategies aligned with Qtrade’s award winning platform and highlight areas of advancement required to provide outstanding service and capabilities for this client base

Monitor market trends and regulatory changes to ensure compliance and proactive client engagement

Requirements

Your experience and skills:

Post-secondary degree/diploma in Business Administration or related field (MBA an asset)

10+ years of experience in wealth management and / or online brokerage with a strong focus on HNW…


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