Senior VP Client Operations at Premier Firm

Drive excellence in client advisory and operations as Senior VP at a top-tier wealth management firm in Toronto, ON. This senior role blends client engagement with strategic operational oversight.
Reporting directly to the Chief Investment Officer, you will serve as a pivotal communicator between investment management and member services. Your duties as a registered Associate Advising Representative (AAR) will encompass client-facing advisory roles and team mentorship, focusing on wealth accumulation and retirement solutions.
Key Responsibilities:
• Approve client investor profiles under OSC regulations
• Conduct impactful educational workshops and presentations
• Act as an escalation point for high-net-worth members
• Manage daily operations like account processing and reconciliations
• Collaborate with the CIO for investment due diligence
Requirements:
• AAR registration with the Ontario Securities Commission
• 5-10+ years in wealth management experience...