3G
Looking for teamlead in intensive outpatient care in Porta Westfalica. Providing excellent care and managing a dedicated team of healthcare professionals with a focus on quality of service.
About the role
- National Vice President responsible for leading team and managing high net worth client relationships at Aviso Wealth. Focused on driving business growth and exceptional service.
Responsibilities
- 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 support from the team exceptional events geared to this audience
- Manage the budget and strategic direction of the team
- Champion 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 base
- Monitor market trends and regulatory changes to ensure 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 both the individual and group level
- Fluent communication skills in English are required and additional language skills in Mandarin or French is 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 comfort navigating and leveraging digital platforms to enhance client experience and operational efficiency
- Strong business acumen and familiar 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 to meet the diverse needs of our employees
- Generous vacation time, fitness benefit, parental leave top-up options
- Matching contributions to our retirement program
- Commitment to the continuous improvement of our staff through learning & development and an education assistance program
- Regular social events to foster teamwork
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3G
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