Senior Vice President, Client Advisory About the Company Leading multi-family office providing trusted counsel to successful entrepreneurial families. Industry Financial Services Type Privately Held About the Role The Company is seeking a Senior Vice President, Client Advisory to join their team. The successful candidate will be responsible for leading client relationships, driving investment and tax planning strategies, and managing a team to ensure the delivery of top-tier client service. This role requires a strategic approach, commercial acumen, and a strong focus on results. The Senior Vice President will also be involved in mentoring junior team members, leading strategic projects, and contributing to the firm's growth through business development. Applicants for the Senior Vice President, Client Advisory position at the company should have an undergraduate degree and a CFA, CPA, or CA designation, with a minimum of 15 years' post-accreditation experience. A strong background in the wealth and investment management industry, particularly with family office or private family experience, is preferred. The role demands superior communication skills, advanced knowledge of investment management and tax planning, and experience in managing complex family dynamics. The ideal candidate will be a self-starter, detail-oriented, and a team player with a proven track record of working in an entrepreneurial and dynamic environment. Responsibilities also include strategic planning, execution, and a continued focus on personal and team development. Functions - Account Management/Optimization - Finance
Senior Vice President, Client Advisory • Brampton, Ontario, CA
Transform your sales career as a Vice President of Sales in a fully remote setting.Collaborate with top-level advisors to diagnose needs and deliver effective solutions through consultative sales.I... Show more
Join the agency as an Associate Financial Advisor, where you will drive client engagement and sales in life, group, and wealth management products.This in-office position emphasizes proactive outre... Show more
North America Construction (1993) Ltd.NAC) is well known for our expertise in water and wastewater construction across Canada.Our self‑performing team of almost 500 skilled professionals and expert... Show more
A leading investment firm located in Burlington, Ontario is seeking a full-time Transition Specialist to join their Client Experience team.This role involves supporting transitioning advisors, prov... Show more
An investment holding company in Canada is seeking a Vice President of Finance & Operations.This role offers diverse responsibilities, from strategic finance to operational oversight, providing a c... Show more
Discover a fulfilling role as a Senior Associate at ScotiaMcLeod, located in Mississauga, Ontario.Collaborate with Wealth Advisors to deliver premium client service and drive business success.In th... Show more
Drive store performance as an Operational Lead at PetSmart.Focus on merchandise management, leadership, and delivering an excellent shopping experience.The Operational Lead role at PetSmart encompa... Show more
We are looking for a Director, Technology - Networking & Operations, who is passionate about food and enjoys working in a fast paced, customer service centric, team environment!.The Director, Techn... Show more
Join TD's Private Wealth Management team as a Client Service Associate in Burlington, Ontario.Utilize your skills to provide comprehensive support and deliver exceptional customer experiences to cl... Show more
About Us Appficiency is a global technology and professional services firm that solves complex business challenges through the intelligent application of enterprise software, automation, and AI.We ... Show more
Build the framework that drives equitable and competitive pay!.If you believe that compensation programs should be clear, equitable, and aligned with business strategy, we share your approach.We’re... Show more
Take on the role of Business Development Manager focused on driving growth and strategic networking opportunities.Connect with key decision-makers and develop robust sales strategies tailored to cl... Show more
A leading wealth management firm in Canada seeks a Senior Compliance Officer to oversee compliance activities and promote a culture of compliance.The ideal candidate will have over 5 years of exper... Show more
Vice President, Client Relations & Business Development.Vice President, Client Relations & Business Development.Get AI-powered advice on this job and more exclusive features.Direct message the job ... Show more
Citi invites innovative leaders to apply for the Senior Vice President position in Application/Product Development.Drive technological advancement and lead teams in adopting AI solutions for superi... Show more
A specialty pharmaceutical company located in Oakville, Ontario is seeking a Business Development & Alliance Manager to oversee business partnerships and maximize revenue through strategic executio... Show more
Toptal is a global network of top talent in business, design, and technology that enables companies to scale their teams on-demand.With over $200 million in annual revenue, Toptal is the world’s la... Show more
A leading electrical products distributor in Peel Region, Brampton is seeking a Vice President, Vendor Relations & Financial Programs.This key role involves setting the strategic direction for vend... Show more
About Us Appficiency is a global technology and professional services firm that solves complex business challenges through the intelligent application of enterprise software, automation, and AI.We ... Show more
A leading residential management company in Burlington is seeking a proactive Executive Assistant to support executive leadership.Responsibilities include managing schedules, preparing meeting mate... Show more
