Site Solutions Executive, Clinical Trials
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Open
Aviso Wealth is a Canadian wealth management company serving financial institutions, investment advisors, credit unions, and investors. Its offerings span investment dealer and correspondent services, institutional solutions, online brokerage, automated advice, investing, and insurance. The company combines technology-enabled financial experiences with advisor and client relationships, supporting organizations that help people invest and plan for their financial futures. Aviso Wealth’s team works across wealth management, insurance, consulting, and related business services, with a stated focus on professional growth and long-term team success.
National Vice President, Priority Clients — Aviso Wealth (Hybrid)
Lead Aviso Wealth’s high-net-worth and ultra-high-net-worth client team in a hybrid role. Drive relationship-led growth, strategic investment guidance, and exceptional service across the online brokerage business.
Description
- Lead, coach, and develop Relationship Managers
- Oversee a personal portfolio of high-net-worth and ultra-high-net-worth clients
- Provide tailored wealth management advice and strategic investment guidance
- Partner with internal teams to strengthen service delivery and client engagement
- Lead business development efforts and support strategic planning
- Build client loyalty and consolidate assets through relationship-based sales
- Share Priority Client expertise across Aviso and Qtrade
- Plan and deliver exceptional client events
- Oversee the team budget and strategic direction
- Advance client engagement strategies aligned with the Qtrade platform
- Track market and regulatory developments to support compliance and proactive client engagement
Requirements
- Post-secondary degree or diploma in business administration or a related discipline; an MBA is an asset
- At least 10 years of experience in wealth management and/or online brokerage, with a strong focus on high-net-worth clients
- Canadian Securities Course and Conduct and Practice Handbook completion are required
- Strong presentation, verbal, and written communication skills with both individuals and groups
- Fluent English communication skills
- Mandarin or French language skills are an asset
- Demonstrated experience leading relationship teams in high-growth, client-focused environments
- Outstanding client relationship capabilities, including building trust, retaining clients, and growing assets under management
- Confidence using digital platforms
- Strong business judgment and familiarity with Qtrade’s platform capabilities and digital tools, or comparable online brokerage or advisory platforms
Benefits
- Compensation package designed to recognize individual contributions
- Health, dental, and insurance coverage
- Generous vacation allowance
- Fitness benefit
- Parental leave top-up options
- Employer matching contributions to the retirement program
- Learning and professional development opportunities
- Education assistance program
- Regular social events
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