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Added 40 mins ago
Project Coordinator/Senior Project Coordinator (Edmonton)
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Aviso

National Vice President, Priority Clients

Vancouver, BC, Canada

Pay: $145,000 to $160,000 CAD / year
Job type: Full-time
Apply by: Oct 27, 2026
Experience: 10+ years of experience in wealth management and / or online brokerage with a strong focus on HNW client segments
Posting language: English
Posted: Sep 27, 2026

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Original job description

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 oneaviso:

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 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

Your experience and skills:

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

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.

Here are a few things that set us apart:

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

Your Information

By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.

Further information is available on the Privacy link on our Career Page - Privacy Policies

Equal Employment Opportunity

Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We're building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We're a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, and Montreal. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We're proud to power businesses that empower investors.

A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you're looking for interesting and challenging work, at a company committed to its people, apply to join our team.

Salary

This position is posted with an expected salary range of $145,000 - $160,000 CAD annually plus a sales incentive plan. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

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More about this job

Responsibilities

Lead, coach, and develop a team of Relationship Managers while managing a personal portfolio of high- and ultra-high-net-worth clients and providing tailored wealth management and investment guidance. Drive sales and business development, oversee team strategy and budget, collaborate across the organization to improve client engagement and service, and monitor market and regulatory developments.

Requirements

Requires a post-secondary degree or diploma in business administration or a related field, with an MBA considered an asset, and at least 10 years of wealth management or online brokerage experience focused on high-net-worth clients. Candidates must have completed the Canadian Securities Course and Conduct and Practice Handbook, with proven relationship-team leadership, strong client and communication skills, digital platform fluency, and business acumen.

Skills

Team Leadership
Relationship Management
Wealth Management
Online Brokerage
High-Net-Worth Client Service
Sales Leadership
Business Development
Client Retention
Asset Growth
Investment Guidance
Strategic Planning
Digital Fluency
Presentation Skills
Written Communication
Regulatory Compliance

Benefits

Health Benefits
Dental Benefits
Insurance Benefits
Vacation Time
Fitness Benefit
Parental Leave Top-Up
Learning And Development
Education Assistance Program
Social Events

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Direct Investing
Online Brokerage
Qtrade
High-Net-Worth Clients
Ultra-High-Net-Worth Clients
Relationship Management
Senior Relationship Managers
Canadian Securities Course
Conduct And Practice Handbook
Sales Leadership
Business Development
Assets Under Management
Client Engagement
Digital Platforms
Investment Guidance
Strategic Planning
Budget Management
Regulatory Compliance
Market Trends
Financial Services
Client-Centric Service

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