AVP, Private Wealth

Reporting into the Vice President, Private Wealth, as Associate Vice President, Private Wealth you’ll lead a team of esteemed Wealth Advisors providing support and guidance, ensuring achievement of our strategic and business objectives through delivering exceptional client experience. You’ll be actively involved in shaping the performance, direction and growth of our Wealth Advisor team. The successful candidate will provide support, guidance, and leadership to a team of trusted Wealth Advisors, ensuring that we achieve our strategic and business objectives while delivering an exceptional experience to our clients.

Core Responsibilities:

As Associate Vice President, Private Wealth, your key accountabilities will include:

Working with the Private Wealth leadership team on strategic planning, budgeting and resource management

Partnering with individual Wealth Advisors to establish annual business and development plans and provide regular support to ensure successful performance against these plans

Reviewing and monitoring key performance indicators to ensure all Wealth Advisors are meeting client service standards and providing a bespoke client experience

Working cross functionally and collaboratively with Private Wealth leadership, Operations teams, and other departments on corporate projects involving Private Wealth

Managing advisor capacity and client file allocation including the allocation of new clients to Wealth Advisors and the administration of the Wealth Advisor compensation structure

Responsible for Wealth Advisor talent development and career progression by engaging in and championing people development activities and programs

Supporting new Wealth Advisor recruitment, onboarding and team integration

In close partnership with the leaders of our Wealth Planning Associates team, build a talent pipeline of internal associates to support career progression from Associate to Wealth Advisor

Be a go-to-person for our Wealth Advisors providing general leadership direction, support, strong communication, and guidance on escalations and questions, thereby fostering a supportive and caring culture

Required Skills & Qualifications:

Excellent leadership skills with a strong desire to develop others to grow and reach their potential

Inspires a drive for excellence and team success

Approachable, caring, engaging and supportive

A trusted advisor both internally and externally

Excellent communication and interpersonal skills with the ability to build and maintain trusted relationships both within Advisory Services and across the business

Superior client service orientation both internally and externally

Balances operational performance with a strategic focus on the future

Entrepreneurial mindset with a drive to build and grow the business

Thrives in a dynamic and fast paced, deadline driven environment

Creative and collaborative approach to problem solving and developing innovative solutions

Additional Skills & Qualifications:

4+ years' experience in a client facing advisor/relationship manager role

8+ years of related work experience in wealth management with a track record demonstrating your strength leading a team of professionals

Bachelor’s degree in a related discipline

Certified Financial Planner (CFP)

Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA)

Life License Qualification Program (LLQP) is preferred. If not currently held, a willingness to work towards it is required.

Experience delivering results in high performing client service-oriented capacity with both internal and external clients

Proficient in MS Word, Excel, Outlook and PowerPoint skills. Experience with other productivity, reporting resource management tools is an asset. Experience with Microsoft PowerBI is a plus.

You are legally eligible to work in Canada for any employer