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