National Vice President, Priority Clients job opportunity at Aviso Wealth Management.

Home Jobs In Canada Tag: Priority Clients National Vice President, Priority Clients position at Aviso Wealth Management


Date2025-11-19T19:40:34.422Z bot
Aviso Wealth Management National Vice President, Priority Clients
Experience: 10-years
Pattern: Full-time
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Priority Clients

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degreeDiploma
loacation Vancouver, Canada
loacation Vancouver....Canada

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 www.aviso.ca . 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 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 client segments Completion of Canadian Securities Course (CSC) and Conduct and Practice Handbook (CPH) is required Excellent presentation, verbal, and written communication skills, at both the individual and group level Fluent communication skills in English are required and additional language skills in Mandarin or French is an asset Proven leadership experience managing a relationship team 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 with comfort navigating and leveraging digital platforms to enhance client experience and operational efficiency Strong business acumen and familiar with Qtrade’s platform capabilities and digital tools, or similar online brokerage/advisory platform

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