The Chance 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 areService– 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 partnerExecution– 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 mistakesCollaboration– 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 organizationLeadership– 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 membersWhat your day looks likeLead, coach and develop a team of Relationship Managers to achieve business goals and deliver outstanding client experiencesManage a personal portfolio of HNW/UHNW clients, offering an exceptional level of service and act as the champion of the relationshipCollaborate with internal partners to ensure seamless service delivery and client engagement strategies with enterprise wide goalsDrive business development initiatives and contribute to strategic planning within the departmentDrive a sales culture which leads with relationship in order to build loyalty and consolidation of assetsProvide guidance and knowledge sharing of Priority Client needs to the broader Aviso / Qtrade firmDeliver with support from the team exceptional events geared to this audienceManage the budget and strategic direction of the teamChampion 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 baseMonitor market trends and regulatory changes to ensure compliance and proactive client engagementYour experience and skillsPost‑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 segmentsCompletion of Canadian Securities Course (CSC) and Conduct and Practice Handbook (CPH) is requiredExcellent presentation, verbal, and written communication skills, at both the individual and group levelFluent communication skills in English are required and additional language skills in Mandarin or French is an assetProven leadership experience managing a relationship team in high growth, client centric environmentsExceptional client relationship skills, with demonstrated ability to build trust, retain clients and grow assets under managementDigital fluency with comfort navigating and leveraging digital platforms to enhance client experience and operational efficiencyStrong business acumen and familiar with Qtrade’s platform capabilities and digital tools, or similar online brokerage/advisory platformBenefits Competitive compensation package that rewards and recognizes individual contributions.Excellent health, dental and insurance benefits to meet the diverse needs of our employeesGenerous vacation time, fitness benefit, parental leave top‑up optionsMatching contributions to our retirement programCommitment to the continuous improvement of our staff through learning & development and an education assistance programRegular social events to foster teamworkEqual Employment Opportunity Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.Salary This position is posted with an expected salary range of $115,000 - $145,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.#J-18808-Ljbffr

📌 National Vice President, Priority Clients - C$115,000 - C$145,000 A Year (Toronto)
🏢 Aviso Wealth
📍 Toronto