Talent.com
Confidential
Senior Vice President, Client AdvisoryConfidential • London, Ontario, CA
Senior Vice President, Client Advisory

Senior Vice President, Client Advisory

Confidential • London, Ontario, CA
11 days ago
Job type
  • Full-time
Job description
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
Create a job alert for this search

Senior Vice President, Client Advisory • London, Ontario, CA

Similar jobs

Transaction Services, Deals Insights and Analytics - Senior Associate

PwC UKLondon, Ontario, Canada
Full-time

In this role, you will leverage your ACA or equivalent qualifications to develop and deliver sophisticated financial models and analytics that reveal the core strengths of businesses, supporting st... Show more

 • Promoted

Associate Director, Development

Ivey Business School at Western UniversityLondon, Ontario, Canada
Full-time

Associate Director, Development.Sunday, January 4, 2026, at 11:59PM.Ivey Business School acknowledges and respects the traditional lands of the Anishinaabek, Haudenosaunee, Lūnaapéewak, and Attawan... Show more

 • Promoted

Director of People

LBMXlondon, on, Canada
Full-time

LBMX is a dynamic and growing SaaS company with an international perspective, proudly based in London, Ontario.As we continue our strong growth trajectory, we’re looking for talented, driven, and c... Show more

 • Promoted

Customer Engagement and Transaction Specialist

TDMitchell, ON, CA
Full-time

Enhance customer interactions as a Transaction Specialist in banking.Facilitate financial services, resolve issues, and recommend suitable banking solutions to clients.This position involves engagi... Show more

 • Promoted

Senior Accountant Role at MNP

Mnp LlpMitchell, ON, CA
Full-time

Elevate your accounting career with MNP as a Senior Accountant in our Assurance and Accounting department.This on-site position requires robust expertise in financial reporting and client advisory ... Show more

 • Promoted

Senior Vice President, Growth & Business Development - $275,000 - $300,000 A Year - Remote

MarketbridgeLondon, Canada
Remote
Full-time

Seeking a Senior Vice President for Growth & Business Development to originate and close new enterprise relationships, leveraging AI for efficiency.Requires 10-12+ years of experience in B2B/B2... Show more

 • Promoted

Assistant Vice President, Risk - C$158,828 A Year

ClhiaLondon, Canada
Full-time

Assistant Vice President, Risk role at CLHIA, focusing on advancing industry risk management practices, policy, and regulation.Manages relationships with members, regulators, and associations. Show more

 • Promoted

Executive Director — Community Impact Leader (Remote/Onsite) - $75,000 - $80,000 A Year

Pillar Nonprofit NetworkLondon, Canada
Remote
Full-time

A community-driven nonprofit organization located in London, Ontario, is seeking an Executive Director to provide leadership and management.Key responsibilities include overseeing operations, engag... Show more

 • Promoted

Senior Manager, Infrastructure Advisory — Hybrid & Impactful

Colliers Project Leaders | CanadaLondon, Canada
Full-time

A leading project management firm in Canada seeks a Senior Manager in Infrastructure Advisory to provide strategic advice on infrastructure projects.You will work with clients from both public and ... Show more

 • Promoted

Business Consulting Director / Manager

TrackunitLondon, Ontario, Canada
Full-time

Trackunit is a fast‑growing company and a leading supplier of IoT solutions that connect machines, people, and systems in the global construction industry.Trackunit and IrisX are deepening their en... Show more

 • Promoted

Remote Vp Of Growth & Business Development - $200,000 - $275,000 A Year - Remote

Consulting and Marketing FirmLondon, Canada
Remote
Full-time

Business Development Leader sought by a consulting and marketing firm to generate new accounts and build client relationships, requiring over 7 years of experience in B2B sales and consultative sel... Show more

 • Promoted

Senior Value Manager — Financial Services SaaS, Remote

Abroad WorkLondon, ON, CA
Remote
Full-time

A leading technology firm in London is looking for a Senior Value Manager in the Financial Services industry.The role involves advising customers, crafting value propositions, and conducting impact... Show more

 • Promoted

US Corporate Tax: Cross-Border Specialist

ROSSLondon, ON, CA
Full-time

A leading professional services firm in Canada is seeking an Associate/Manager/Senior Manager in US Tax.The role involves advising clients on cross-border transactions, compliance, and structuring ... Show more

 • Promoted

Grain Originator: Grower Relationships & Market Strategies

Central Ontario FSMitchell, ON, CA
Full-time

A leading agricultural service provider in Ontario is looking for an In-Branch Grain Originator.The successful candidate will manage relationships with producers, provide timely market information,... Show more

 • Promoted

Senior Manager, Growth & Client Impact | Flexible Hours - C$110,000 - C$160,000 A Year

Advisory And Accounting FirmLondon, Canada
Full-time

This role is for a Senior Manager in an advisory and accounting firm, focusing on client impact and team leadership.Requires Canadian CPA and public accounting experience. Show more

 • Promoted

Client Executive

Building Roots Co.London, Ontario, Canada
Full-time

We are looking for a dedicated Client Executive to join Building Roots Co.As a Client Executive, you will play a crucial role in managing client relationships, ensuring customer satisfaction, and d... Show more

 • Promoted

Assistant Vice President, Portfolio Valuations

GC Investment Management LLCSt. Thomas, ON, CA
Full-time

Assistant Vice President, Portfolio ValuationsApplylocations: St.Thomastime type: Full timeposted on: Posted 7 Days Agojob requisition id: R-12055## **Position Information****Hiring Manager... Show more

 • Promoted

Masco Canada - Director of Category Strategy

Masco CanadaSt. Thomas
Full-time

Become a pivotal leader at Masco Canada as the Director of Category Strategy in a hybrid role from St.Spearhead the profitability of the Heavy Commercial product category.In this prominent position... Show more

 • Promoted

Director for Western Toronto Partnerships

Western UniversityLondon, ON, CA
Full-time

Join Western University as the Director for Toronto Partnerships, elevating its institutional presence through strategic leadership and innovative programming.This integral role focuses on cross-se... Show more

 • Promoted

Coordinator, Partnership Development

Huron UniversityLondon, ON, CA
Full-time

Coordinator, Partnership Development.Reports to: Vice President, Partnerships.Salary Range: $55,211 - $69,012 (under review).Huron University stands out among post-secondary institutions in Canada.... Show more