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Salary: CAD 145,000 - 160,000 / annual
Aviso Wealth is seeking a National Vice President, Priority Clients to lead the Direct Investing team's high-net-worth and ultra-high-net-worth client segment. Reporting to the VP of Strategic Partnerships & Priority Clients, you will lead a team of Senior Relationship Managers while maintaining a select portfolio of complex client relationships.
Key responsibilities include:
- Leading, coaching, and developing a team of Relationship Managers to achieve business goals and deliver outstanding client experiences
- Managing a personal portfolio of HNW/UHNW clients, serving as the champion of these relationships and providing personalized wealth management advice and strategic investment guidance
- Collaborating with internal partners to ensure seamless service delivery aligned with enterprise-wide goals
- Driving business development initiatives and contributing to strategic planning within the department
- Fostering a sales culture centered on relationship-building to drive loyalty and asset consolidation
- Providing guidance on Priority Client needs to the broader Aviso/Qtrade organization
- Delivering exceptional client engagement events tailored to this audience
- Managing team budget and strategic direction
- Championing client engagement strategies aligned with Qtrade's platform capabilities and identifying areas for service advancement
- Monitoring market trends and regulatory changes to ensure compliance and proactive client engagement
Aviso Wealth is a leading Canadian wealth management and investment services provider with approximately $145 billion in total assets under administration and management. The company operates through multiple business lines including an investment dealer, mutual fund dealer, asset manager (NEI Investments), online brokerage (Qtrade Direct Investing), and correspondent broker services. Aviso serves credit unions, portfolio managers, investment dealers, insurance and trust companies, and introducing brokers across Canada, with offices in Toronto, Vancouver, and Montreal.
The company emphasizes a dynamic, inclusive culture built on four core values: Care (doing right by clients, partners, and colleagues), Dare (challenging the status quo with innovation), Share (collaborating openly and building meaningful relationships), and Deliver (taking ownership and driving results).
Requirements:
- Post-secondary degree/diploma in Business Administration or related field (MBA is an asset)
- 10+ years of experience in wealth management and/or online brokerage with strong focus on HNW client segments
- Completion of Canadian Securities Course (CSC) and Conduct and Practice Handbook (CPH) required
- Excellent presentation, verbal, and written communication skills at individual and group levels
- Fluent English communication; Mandarin or French language skills are assets
- Proven leadership experience managing relationship teams in high-growth, client-centric environments
- Exceptional client relationship skills with demonstrated ability to build trust, retain clients, and grow assets under management
- Digital fluency and comfort navigating digital platforms to enhance client experience and operational efficiency
- Strong business acumen and familiarity with Qtrade platform capabilities or similar online brokerage/advisory platforms
