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Aviso Wealth
Priority Clients National Vice President RoleAviso Wealth • Toronto, ON, Canada
Priority Clients National Vice President Role

Priority Clients National Vice President Role

Aviso Wealth • Toronto, ON, Canada
12 days ago
Job type
  • Full-time
Job description
Join Aviso Wealth as the National Vice President, Priority Clients, focusing on leadership and exceptional service for High Net Worth clients. Enhance client engagement and team performance. This influential role within Aviso Wealth's Direct Investing team requires a National Vice President to direct a group of Senior Relationship Managers. Your responsibility includes a select portfolio of HNW and UHNW clients, ensuring that exceptional service and tailored advice are delivered. A drive for growth, strong leadership skills, and client-focused strategies are essential in this role. Key Responsibilities: • Directly lead a team of Relationship Managers • Manage complex client relationships for HNW/UHNW • Collaborate with teams for cohesive service delivery • Ignite business development strategies and initiatives • Analyze regulatory changes and market trends for compliance Requirements: • Over a decade in wealth management experience • Degree/diploma in Business Administration, MBA is a plus • Licensing in Canadian Securities Course and CPH • Strong communication and relationship-building skills • Familiarity with digital brokerage tools and platforms Utilize your wealth management expertise and client leadership skills to foster relationships and drive results at Aviso Wealth. #J-18808-Ljbffr
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Priority Clients National Vice President Role • Toronto, ON, Canada

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