VP Client Advisory Operations in Toronto

Elevate your career as VP Client Advisory Operations with a leading wealth management firm in Toronto, ON. This hybrid role combines operational leadership with direct client advisory responsibilities.

In this senior leadership position, you will report to the Chief Investment Officer, acting as the strategic link between investment management and stellar member service. Your responsibilities will include mentoring teams while serving as a registered Associate Advising Representative (AAR). You'll engage clients through informative presentations and workshops focused on retirement and wealth strategies.

Key Responsibilities: • Review and approve investor profiles as a registered AAR • Lead presentations and workshops on retirement planning • Support retention for high-net-worth clients and plan sponsors • Oversee member administration and account processes • Partner with the CIO on investment research and monitoring

Requirements: • Current AAR registration wi...