High Value Client Relationship Manager at Aviso Wealth

Toronto, Ontario, Canada -

Full Time

Start Date

Immediate

Expiry Date

03 Aug, 26

Salary

130000.0

Posted On

05 May, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business Development, Coaching, Customer Acquisition Strategy, Customer Relationship Management (CRM), Customer Value Management, Long Term Planning, Communications, Negotiation, Sales Channels, Sales Forecasting, Wealth Management, Risk Management, Relationship Management, Client On-boarding, Analytical Skills, Time Management

Industry

Financial Services

Description

Aviso: 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 to fill an opening for a High Value Relationship Manager to join our Direct Investing team. Reporting to the VP, Strategic Partnerships and Priority Clients, the High Value Relationship Manager is responsible for providing expert support to new and existing High Net Worth/Ultra High Net Worth (HNW/UHNW) clients with highly complex needs. This is a critical role which requires a client-focused mindset and ability to identify and develop client relationships. You will be supported by a team committed to Qtrade’s growth and advancement with access to resources and support needed to deliver for your clients through partnerships and alignment with Aviso partners, Credit Union and National partners. Who you are: Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization What your day looks like: Be accountable for the retention and asset growth of an assigned portfolio of Qtrade Direct Investing priority clients located in and around your market Deliver an exceptional partner experience (for Credit Union and National Partner clients / members) that demonstrates your service excellence to their members / clients with a “white glove” level of care Know your clients and build relationships that enable you to identify what is important to them; introduce them to Aviso and affiliated Partners to add additional value Collaborate with local market partners, including Credit Unions, to identify and support their new priority client opportunities that require a specialized and in-person on-boarding experience Deliver / Coordinate client seminars and client knowledge sessions to drive engagement and awareness of the Qtrade Direct Investing total value proposition Deepen client relationships by offering value added insights, ensuring clients understand how to get the most out of Qtrade’s award winning online experience Be accountable to understand the growth opportunity in your market/s and cultivate Centre of Influence (COI) networks to win new business Your experience and skills: Post-secondary education in a related field Canadian Securities Course (CSC) and Conduct and Practice Handbook (CPH) as this role will require Investment Industry Regulatory Organization of Canada (IIROC) registration Derivatives Fundamentals Course and Options License (OLC) is an asset Certified Financial Planning (CFP) and related experience is an asset 5+ years of experience in brokerage, direct investing, wealth management, or a related investment industry environment, including 2-3+ years supporting or managing High Net Worth, priority, or complex client relationships. Proven ability to cultivate strong relationships with both clients and internal stakeholders Proven ability to achieve results and KPIs Proactive, analytical and time management skills, along with attention to detail Applied knowledge of Wealth Management practices, risk management and operational procedures is preferred Additional job skills include Business Development, Coaching, Customer Acquisition Strategy, Customer Relationship Management (CRM) Strategies, Customer Value Management, Long Term Planning, Communications, Negotiation, Perseverance and Follow-Through, Sales Channels, and Sales Forecasting Fluency (written and spoken) in both English and French OR English and Mandarin is required to effectively communicate with partners, clients and colleagues across Canada Why Aviso? At Aviso, 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, Montreal, and Winnipeg. 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 $110,000 - $130,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

Responsibilities

Manage and grow a portfolio of high-net-worth and ultra-high-net-worth clients for Qtrade Direct Investing. Collaborate with partners and credit unions to provide expert support and drive asset growth through strategic relationship building.