High Value Client Manager at Aviso
Location
toronto, on
Job Type
Full-time
Category
Other-General
Posted
June 14, 2026
Elevate client relationships as a High Value Client Manager for Aviso’s Direct Investing team. Focus on High Net Worth clients, and deliver exceptional service and tailored solutions.
As a pivotal member of Aviso's team, you will manage a portfolio of priority High Net Worth clients, enhancing client satisfaction and retention. With your expertise in wealth management and service excellence, you will proactively develop relationships and strategic partnerships that position Aviso as a trusted advisor. Your role will include direct engagement with clients and collaboration with local market partners.
Key Responsibilities:
• Retain and grow an assigned portfolio of priority clients
• Deliver top-notch service with a 'white glove' approach
• Build strong client relationships to identify needs
• Collaborate with Credit Unions for onboarding opportunities
• Conduct seminars to promote Qtrade’s value propositions
Requirements:
• Post-secondary education in a relate...
As a pivotal member of Aviso's team, you will manage a portfolio of priority High Net Worth clients, enhancing client satisfaction and retention. With your expertise in wealth management and service excellence, you will proactively develop relationships and strategic partnerships that position Aviso as a trusted advisor. Your role will include direct engagement with clients and collaboration with local market partners.
Key Responsibilities:
• Retain and grow an assigned portfolio of priority clients
• Deliver top-notch service with a 'white glove' approach
• Build strong client relationships to identify needs
• Collaborate with Credit Unions for onboarding opportunities
• Conduct seminars to promote Qtrade’s value propositions
Requirements:
• Post-secondary education in a relate...