National Vice President, Priority Clients

Aviso Wealth: 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. As one aviso: We Care – You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and supported We Dare –You challenge the status quo with bold ideas and fresh perspectives. You embrace change, seek opportunities to innovate and are comfortable exploring new ways of working We Share – You collaborate openly and build meaningful relationships. You seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeed We Deliver – You take ownership of your work, honour your commitments and focus on delivering meaningful results. You hold yourself accountable and continuously look for ways to improve 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…