Strategic Client Solutions Manager

1 month ago


Toronto, Ontario, Canada Aviso Wealth Full time

Aviso Wealth is a leading wealth management and investment services provider in Canada, with over $130 billion in total assets under administration and management. As a trusted partner for credit unions, portfolio managers, investment dealers, insurance companies, and introducing brokers, we deliver innovative solutions that empower our clients to succeed in the rapidly evolving financial industry.

We are seeking an experienced Strategic Client Solutions Manager to join our Service Centre team. Reporting to the Director of Customer Service Experience, this role will be responsible for managing the leaders of the Investment Representatives team to optimize policies and procedures, enhance quality service delivery, and develop training programs for the Service Centre team.

The ideal candidate will possess excellent leadership and problem-solving skills, with a strong understanding of performance evaluation metrics and customer service standards. A post-secondary degree in business or management, along with Canadian Securities Course certification, is preferred. The successful candidate will also have at least 5 years of experience in service and operations within the financial services sector, as well as 5+ years of service leadership experience.

As a Strategic Client Solutions Manager at Aviso Wealth, you can expect a competitive compensation package, including a salary range of $103,000 - $131,000 CAD annually, based on your qualifications and experience. You will also enjoy excellent health and dental benefits, generous vacation time, and opportunities for professional growth and development.

Aviso Wealth is committed to creating a dynamic and inclusive work environment where our employees feel valued and supported. We believe in fostering strong relationships with our clients, colleagues, and community partners, and we strive to make a positive impact through our work.


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