Current jobs related to Vice President, Advisor Service - Old Toronto Ontario, CA - Richardson GMP Ltd.
-
Emergency Services Advisor
3 days ago
Thunder Bay, Ontario, O7B, CA Newmont Goldcorp Canada Full timeWorkplace Type: Onsite At Newmont, people create the value in the metals we mine and are ambassadors in the communities where they live and work. As a team, we foster an environment in support of our people vision, where everyone belongs, thrives and is valued. We have built a diverse and inclusive workplace where our people can bring their differences to...
-
Lead, Division of Midwifery
1 month ago
Markham, Ontario, I3P, CA Markham Stouffville Hospital Full timeOak Valley Health is one of Ontario’s leading community health systems providing high quality, patient-centred care to more than 474,000 patients each year at three locations: Markham Stouffville Hospital (MSH), Uxbridge Hospital (UXB), and Reactivation Care Centre (RCC). We offer diagnostic and emergency services and deliver clinical programs in acute...
-
Accounts Receivable Advisor
3 days ago
Markham, Ontario, I3P, CA Extendicare Canada Inc. Full timeJob Description Reporting to the Manager, Accounts Receivable, the Accounts Receivable Advisor’s primary responsibility is to support the residences for all billing related issues and collections, proactively identify opportunities to improve, develop and maintain procedures for receivables processes. This position will be based at our Head Office in...
-
Manager, Clinical Resourcing Operations
3 days ago
Markham, Ontario, I3P, CA Extendicare Canada Inc. Full timeJob Description Reporting to the Vice President, LTC Operations, this role will provide operational resource management support to Long-Term Care Homes in Ontario. The Manager, Clinical Resourcing Operations will be a key member of the Resident Care Leadership Team helping to lead clinical operations activities in the Resident Care Division and contribute to...
-
Account Representative
1 month ago
Windsor, Ontario, K6U, CA National Bank Full timeA career as an Account Representative at National Bank, your ability to work in synergy with a variety of partners will be a key asset. You’ll use your excellent customer service skills and proactive approach to take charge of clients’ needs. Your role: Open and process commercial files to support Commercial Manager with service to clients with a...
-
Operations Manager
3 days ago
Windsor, Ontario, K6U, CA Reliance Comfort Limited Partnership oa Reliance Home Comfort Full timeOperations Manager Windsor, ON, Canada Req #4788 October 22, 2024 Find Your Limitless with Reliance By joining Reliance as an Operations Manager, you’ll become an important team member and will be provided with the tools you need to succeed. We have ambitious growth plans and are looking for Team Members who want to grow with us. At Reliance, we...
-
Mobile Mortgage Specialist
3 days ago
Windsor, Ontario, K6U, CA TD Full timeWork Location:Windsor, Ontario, CanadaHours:37.5Line of Business:Personal & Commercial BankingPay Details:0 - 0 CADThis role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD....
-
Spécialiste hypothécaire mobile
3 days ago
Windsor, Ontario, K6U, CA TD Full timeLieu de travail :Windsor, Ontario, CanadaHoraire :37.5Secteur d’activité :Services bancaires personnels et commerciauxDétails de la rémunération :0 - 0 CADCe poste est admissible à des revenus de commission.La TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des...
-
Executive Vice President Assistant
4 weeks ago
Old Toronto, Ontario, Canada Mackenzie Investments Full timeJob Title: Assistant Vice PresidentAt Mackenzie Investments, we are seeking an experienced and skilled Assistant Vice President to join our team. As a key member of our leadership team, you will play a critical role in driving business growth and success.About the RoleThe Assistant Vice President will be responsible for leading a team of professionals in the...
-
Executive Vice President Assistant
4 weeks ago
Old Toronto, Ontario, Canada Mackenzie Investments Full timeJob Title: Assistant Vice PresidentAt Mackenzie Investments, we are seeking an experienced and skilled Assistant Vice President to join our team. As a key member of our leadership team, you will play a critical role in driving business growth and success.About the RoleThe Assistant Vice President will be responsible for leading a team of professionals in the...
-
Vice President, Corporate Project
2 months ago
Old Toronto, Canada CI Financial Company Full timeh3>Vice President, National Accounts Apply locations: Full time Posted on: Posted 5 Days Ago Job requisition id: JR2527 At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they...
-
Vice President of Corporate Projects
1 month ago
Old Toronto, Ontario, Canada CI Financial Company Full timeVice President, National AccountsCI Financial is seeking a seasoned professional to lead our National Accounts team. As Vice President, National Accounts, you will be responsible for managing a team of financial advisors and servicing advisors who provide financial planning and investment solutions to corporate clients.Key Responsibilities:Lead and manage a...
-
Vice President of Corporate Projects
1 month ago
Old Toronto, Ontario, Canada CI Financial Company Full timeVice President, National AccountsCI Financial is seeking a seasoned professional to lead our National Accounts team. As Vice President, National Accounts, you will be responsible for managing a team of financial advisors and servicing advisors who provide financial planning and investment solutions to corporate clients.Key Responsibilities:Lead and manage a...
-
Vice President of National Accounts
4 weeks ago
Old Toronto, Ontario, Canada CI Financial Company Full timeVice President, National AccountsCI Financial is seeking a seasoned professional to lead our National Accounts team. As Vice President, National Accounts, you will be responsible for managing a team of financial advisors and servicing advisors who provide financial planning and investment solutions to corporate clients.Key Responsibilities:Lead and manage a...
-
Vice President of National Accounts
4 weeks ago
Old Toronto, Ontario, Canada CI Financial Company Full timeVice President, National AccountsCI Financial is seeking a seasoned professional to lead our National Accounts team. As Vice President, National Accounts, you will be responsible for managing a team of financial advisors and servicing advisors who provide financial planning and investment solutions to corporate clients.Key Responsibilities:Lead and manage a...
-
Regulatory Policy, Vice President
2 weeks ago
Old Toronto, Canada Accoravillage Full timeh3>Vice President, National Sales, Alternative Residential Lending - RFA Bank of Canada Tuesday, October 15, 2024 Date: October 15, 2024Location: Toronto, ONCompany: RFA Bank of CanadaJob Type: PermanentAbout RFAFounded in 1996, RFA (Realty Financial Advisors) is a leading Canadian-owned real estate firm. Through RFA Bank of Canada and RFA Mortgage...
-
Regulatory Policy, Vice President
6 days ago
Old Toronto, Canada RFA Full timeh3>Vice President, National Sales - RFA Bank of Canada Tuesday, October 15, 2024 Date: October 15, 2024 Location: Toronto, ON Company: RFA Bank of Canada Job Type: Permanent About RFAFounded in 1996, RFA (Realty Financial Advisors) is a leading Canadian-owned real estate firm. Through RFA Bank of Canada and RFA Mortgage Corporation, RFA offers mortgage...
-
Regulatory Policy, Vice President
2 days ago
Old Toronto, Canada RFA Bank of Canada, RFA Mortgages Corp. Full timeb>Date: October 15, 2024 Title: Vice President, Alternative Mortgage Lending Location: Toronto, ON Company: RFA Bank of Canada Job Type: Permanent About RFA:Founded in 1996, RFA (Realty Financial Advisors) is a leading Canadian-owned real estate firm. Through RFA Bank of Canada and RFA Mortgage Corporation, RFA offers mortgage brokers a complete range of...
-
Capital Markets Vice President
3 days ago
Old Toronto, Canada Colliers International Full timeAt Colliers International, we're looking for a highly skilled and experienced Vice President, Capital Markets to join our team.The successful candidate will work closely with our Senior Vice President and President, Capital Markets | Canada to execute our revenue and market share growth strategy.Key responsibilities will include:Building and maintaining...
-
Vice President, Banking
3 weeks ago
Old Toronto, Canada ExecThread Full timep>The Company is seeking a Vice President for Treasury Operations. The successful candidate will be responsible for managing a team of payment processing specialists who handle a variety of high-volume, time-sensitive treasury transactions. The role involves ensuring the quality and timeliness of payment services, providing subject matter expertise on...
-
Vice President, Business Development
3 weeks ago
Old Toronto, Canada Scotiabank Full timeTitle: Vice President, Business Development Requisition ID: 203687 Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. We have evolved to become one of...
-
Vice President of National Accounts
4 weeks ago
Old Toronto, Ontario, Canada CI Financial Company Full timeJob Title: Vice President, National AccountsCI Financial is seeking a seasoned professional to lead our National Accounts team. As Vice President, National Accounts, you will be responsible for driving revenue growth, developing and executing strategies to increase market share, and fostering strong relationships with key decision-makers.Key...
-
Vice President of National Accounts
4 weeks ago
Old Toronto, Ontario, Canada CI Financial Company Full timeJob Title: Vice President, National AccountsCI Financial is seeking a seasoned professional to lead our National Accounts team. As Vice President, National Accounts, you will be responsible for driving revenue growth, developing and executing strategies to increase market share, and fostering strong relationships with key decision-makers.Key...
-
Vice President, Capital markets
3 weeks ago
Old Toronto, Canada Colliers Int Full timeOur people are passionate, take ownership and always do what’s right for our clients, people and communities. This position is an Onsite role based out of our Toronto, ON office About you The Vice President, Capital Markets, will work in partnership with the Senior Vice President and President, Capital Markets | Canada to execute on Colliers’ revenue and...
-
Vice President of National Accounts
1 month ago
Old Toronto, Ontario, Canada CI Financial Company Full timeVice President, National AccountsCI Financial is seeking a seasoned leader to join our team as Vice President, National Accounts. This role will be responsible for leading and managing a team of financial advisors and servicing advisors who provide financial planning and investment solutions to employees of our corporate clients.Key Responsibilities:Manage...
-
Vice President of National Accounts
1 month ago
Old Toronto, Ontario, Canada CI Financial Company Full timeVice President, National AccountsCI Financial is seeking a seasoned leader to join our team as Vice President, National Accounts. This role will be responsible for leading and managing a team of financial advisors and servicing advisors who provide financial planning and investment solutions to employees of our corporate clients.Key Responsibilities:Manage...
-
Market Vice President
6 days ago
Old Toronto, Canada ExecThread Full timep>The Company is seeking a Regional Vice President for Canada, with a focus on enhancing the brand's presence and positioning in the region. The successful candidate will be responsible for the overall performance of the boutiques, including sales, operations, merchandising, client development, staffing, and P&L management. This role demands a strategic...
-
Senior Vice President, Capital markets
2 months ago
Old Toronto, Canada Colliers International Full timep> Senior Vice President, Capital markets page is loaded Senior Vice President, Capital markets Apply locations Toronto, Ontario, Canada posted on Posted 30+ Days Ago job requisition id JR13582 Make your next move an expert one.Work closely with the President, Capital Markets and Senior Leaders to lead business development and...
Vice President, Advisor Service
3 months ago
July 2, 2024
About Us:
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.
Where we’re going:
We want to be the brand of choice for Canada’s top advisors and their high-net-worth clients. We also have an ambitious growth strategy to triple our Assets under Administration (AUA) to $100 billion by 2027.
To reach our goals, we are making strategic investments in technology, real estate and, most importantly, our people.
Position Overview
The Vice President, Advisor Services will play an instrumental role leading and shaping the Advisor Services Team within the Advisor Service Centre at Richardson Wealth. You will plan, coordinate, direct, and design all strategic activities of the team, as well as provide direction and support for solutions that improve the end-to-end experiences for advisor teams. You thrive on delighting the client and inspire your team members to do the same through strong coaching, development of capabilities and consistent feedback. You effectively manage the team, their engagement with internal and external partners that impact the advisor team experience and act as a voice of advisor teams (our clients) across RWL to ensure a focus on continuously improving experience.
Duties and Responsibilities
• Lead the advisor service team, establish performance metrics, resource planning, policies and procedures to support desired business outcomes
• Develop team members by identifying core capabilities, learning paths, and establishing training, coaching and feedback cycles
• Support RWL strategic vision and direction by successfully meeting goals and targets within advisor service team
• Act as an advocate for advisor teams, promote this culture throughout the advisor services team and raise the bar and ability to delight our clients
• Establish and leverage key relationships internally within RWL and externally to identify and resolve key business risks/issues
• Ensure a strong partnership with the Advisor Experience team including ongoing engagement with Branch Administrators to inform and educate on platform, service and operational items needed to enable their support in the branches
• Lead the Service and Operations Governance stream of our Fidelity Clearing Canada relationship to ensure pain points are clearly identified, understood and actioned and opportunities explored to improve experience and outcomes.
• Oversee Advisor Service Centre Voice of Customer initiatives that target advisor team pain points and needs across channels
• Continuously innovate, experiment, learn, and adapt to ensure the team's efforts are providing value to our clients
• Own all daily/weekly/monthly/quarterly/annual reporting for the advisor services team providing visibility into target vs actual results, and lead meaningful, data-driven discussions with Management and team members about results, including strategies to improve service levels where needed and overall continuous improvement initiatives
• Support complex and / or escalated advisor team issues, taking ownership where needed and following through to resolution
• Ensure that effective problem management / escalation processes are in place to identify, categorize, resolve, close and prevent recurring issues; connect this to our Voice of Customer work
Qualifications
• 10+ years’ experience in wealth management or financial services, with minimum 5 years in a leadership or senior management role
• Experience developing and leading high-performing, client facing teams
• Passion for delivering exceptional client service, with demonstrated ability to design and implement customer experience strategies to enhance satisfaction and loyalty
• Strong knowledge of customer experience principles, tools and metrics with the ability to apply them proactively
• Ability to identify and measure critical core competencies and essential performance metrics, and effectively coach team members for success
• Excellent interpersonal and leadership skills with ability to inspire others
• Digitally literate with a passion for innovation and leveraging technology to improve process and experience; committed to helping others learn and share this passion
• Excellent written and verbal communication skills to effectively collaborate across a variety of stakeholders
• Strong understanding of data analytics and business intelligence, with experience establishing metrics and reporting and using same to drive improved results
Education
• Bachelor’s degree in business or related field
• Graduate degree desirable
• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
• Other relevant Customer Experience (CX) education an asset
Why Apply:
Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?
If so, we’re ready to invest in you.
Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process. We are a proud partner of Pride at Work Canada.
