Vice President establishing centralized procurement for Canada’s largest Canadian - owned data center provider. Optimizing sourcing, contracts, supplier risk, and construction materials delivery.
About the role
- National Vice President leading Aviso’s HNW/UHNW client team. Driving relationship-led sales, strategic investment guidance, and exceptional service across Aviso’s online brokerage business.
Responsibilities
- Lead, coach and develop a team of Relationship Managers
- Manage a personal portfolio of HNW/UHNW clients
- Provide personalized wealth management advice and strategic investment guidance
- Collaborate with internal partners on service delivery and client engagement strategies
- Drive business development initiatives and contribute to strategic planning
- Build loyalty and consolidate assets through relationship-led sales
- Share Priority Client knowledge across Aviso/Qtrade
- Deliver exceptional client events
- Manage the team budget and strategic direction
- Champion client engagement strategies aligned with Qtrade’s platform
- Monitor market trends and regulatory changes for compliance and proactive client engagement
Requirements
- 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 individual and group level
- Fluent communication skills in English are required
- Additional language skills in Mandarin or French are 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 digital platforms
- Strong business acumen and familiarity with Qtrade’s platform capabilities and digital tools, or similar online brokerage/advisory platform
Benefits
- Competitive compensation package that rewards and recognizes individual contributions
- Excellent health, dental and insurance benefits
- Generous vacation time
- Fitness benefit
- Parental leave top-up options
- Matching contributions to our retirement program
- Learning & development opportunities
- Education assistance program
- Regular social events
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