Lead a high-performance team as the National Vice President, Priority Clients at Aviso Wealth. Drive exceptional service and manage HNW/UHNW client relationships for successful outcomes. As the National Vice President within Aviso's Direct Investing team, you will spearhead the management of Senior Relationship Managers and deliver unparalleled service to high net worth clients.
With a focus on both leadership and client relationships, your expertise will shape the strategic direction of the team while driving business development initiatives. Key Responsibilities:
- Lead and coach a team of Relationship Managers
- Manage a portfolio of HNW/UHNW clients
- Collaborate on client engagement strategies
- Drive business development initiatives
- Provide guidance on Priority Client needs
Requirements:
- 10+ years in wealth management or online brokerage
- Completion of Canadian Securities Course and CPH
- Solid leadership skills in client-centric environments
- Excellent communication skills in English
- Digital fluency with online brokerage platforms
Leverage your expertise in wealth management to elevate Aviso's priority client services and make a lasting impact.
📌 Vice President Priority Clients at Aviso (Toronto)
🏢 Aviso
📍 Toronto