Vice President

• 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

National Vice President – Priority Clients

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Vice President, Controls Transformation, Automation

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