AVP, Private Wealth

The Vantage Talent Group
CA - Alberta - Calgary
May 3, 2025
Management

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The Vantage Talent Group provided pay range

This range is provided by The Vantage Talent Group. Your actual pay will be based on your skills and experience - talk with your recruiter to learn more.

Base pay range

CA$150,000.00/yr - CA$200,000.00/yr

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Partner, The Vantage Talent Group~Connector | Recruiter | Relationship Builder- We help you find the right place for you and your clients

Reporting into the Vice President, Private Wealth, as Associate Vice President, Private Wealth you'll lead a team of esteemed Wealth Advisors providing support and guidance, ensuring achievement of our strategic and business objectives through delivering exceptional client experience. You'll be actively involved in shaping the performance, direction and growth of our Wealth Advisor team. The successful candidate will provide support, guidance, and leadership to a team of trusted Wealth Advisors, ensuring that we achieve our strategic and business objectives while delivering an exceptional experience to our clients.

Core Responsibilities:

As Associate Vice President, Private Wealth, your key accountabilities will include:

Working with the Private Wealth leadership team on strategic planning, budgeting and resource management
Partnering with individual Wealth Advisors to establish annual business and development plans and provide regular support to ensure successful performance against these plans
Reviewing and monitoring key performance indicators to ensure all Wealth Advisors are meeting client service standards and providing a bespoke client experience
Working cross functionally and collaboratively with Private Wealth leadership, Operations teams, and other departments on corporate projects involving Private Wealth
Managing advisor capacity and client file allocation including the allocation of new clients to Wealth Advisors and the administration of the Wealth Advisor compensation structure
Responsible for Wealth Advisor talent development and career progression by engaging in and championing people development activities and programs
Supporting new Wealth Advisor recruitment, onboarding and team integration
In close partnership with the leaders of our Wealth Planning Associates team, build a talent pipeline of internal associates to support career progression from Associate to Wealth Advisor
Be a go-to-person for our Wealth Advisors providing general leadership direction, support, strong communication, and guidance on escalations and questions, thereby fostering a supportive and caring culture

Required Skills & Qualifications:

Excellent leadership skills with a strong desire to develop others to grow and reach their potential
Inspires a drive for excellence and team success
Approachable, caring, engaging and supportive
A trusted advisor both internally and externally
Excellent communication and interpersonal skills with the ability to build and maintain trusted relationships both within Advisory Services and across the business
Superior client service orientation both internally and externally
Balances operational performance with a strategic focus on the future
Entrepreneurial mindset with a drive to build and grow the business
Thrives in a dynamic and fast paced, deadline driven environment
Creative and collaborative approach to problem solving and developing innovative solutions

Additional Skills & Qualifications:

4+ years' experience in a client facing advisor/relationship manager role
8+ years of related work experience in wealth management with a track record demonstrating your strength leading a team of professionals
Bachelor's degree in a related discipline
Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA)
Life License Qualification Program (LLQP) is preferred. If not currently held, a willingness to work towards it is required.
Experience delivering results in high performing client service-oriented capacity with both internal and external clients
Proficient in MS Word, Excel, Outlook and PowerPoint skills. Experience with other productivity, reporting resource management tools is an asset. Experience with Microsoft PowerBI is a plus.
You are legally eligible to work in Canada for any employer

Seniority level

Seniority level
Executive

Employment type

Employment type
Full-time

Job function

Job function
Strategy/Planning, Customer Service, and Business Development
Industries
Financial Services, Investment Management, and Insurance

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The Vantage Talent Group provided pay range

Base pay range