AVP, Private Wealth

The Vantage Talent Group; Calgary; On-site; CAD 100,000 - 150,000; Full time

Job summary

A leading company in wealth management is seeking an Associate Vice President to lead a team of Wealth Advisors in Calgary. The role involves strategic planning, performance management, and delivering exceptional client service. The ideal candidate will possess strong leadership skills, a client-oriented mindset, and relevant certifications, contributing to the growth and success of the team.

Qualifications

• 4+ years' experience in a client-facing advisor or relationship management role.
• 8+ years of related work experience in wealth management.
• Legal eligibility to work in Canada.

Responsibilities

• Lead a team of Wealth Advisors to achieve strategic goals.
• Manage advisor capacity and client file allocation.
• Support talent development and career progression.

Skills

Leadership

Communication

Client Service Orientation

Problem Solving

Education

Bachelor’s degree in a related discipline

Certified Financial Planner (CFP)

Chartered Investment Manager (CIM)

Chartered Financial Analyst (CFA)

Tools

MS Word

Excel

Outlook

PowerPoint

PowerBI

Job description

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Full Job Description

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 to ensure the achievement of our strategic and business objectives through delivering an 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 we meet our strategic goals while delivering outstanding service to clients.

Core Responsibilities:

1. Work with the Private Wealth leadership team on strategic planning, budgeting, and resource management.
2. Partner with individual Wealth Advisors to establish annual business and development plans, providing regular support for successful performance.
3. Review and monitor key performance indicators to ensure all Wealth Advisors meet client service standards and deliver a bespoke client experience.
4. Collaborate cross-functionally with Private Wealth leadership, Operations teams, and other departments on corporate projects involving Private Wealth.
5. Manage advisor capacity and client file allocation, including assigning new clients to Wealth Advisors and administering the Wealth Advisor compensation structure.
6. Support Wealth Advisor talent development and career progression through engagement in and promotion of people development activities and programs.
7. Assist in recruiting, onboarding, and integrating new Wealth Advisors into the team.
8. Build a talent pipeline of internal associates to support career progression from Associate to Wealth Advisor, in partnership with Wealth Planning leadership.
9. Serve as a go-to resource for Wealth Advisors, providing leadership, support, strong communication, and guidance on escalations and questions, fostering a supportive culture.

Required Skills & Qualifications:

• Excellent leadership skills with a strong desire to develop others and foster growth.
• Inspiring a drive for excellence and team success.
• Approachable, caring, engaging, and supportive demeanor.
• Trusted advisor internally and externally.
• Excellent communication and interpersonal skills to build trusted relationships within and outside the organization.
• Superior client service orientation, balancing operational performance with strategic future planning.
• Entrepreneurial mindset with a drive to build and grow the business.
• Ability to thrive in a dynamic, fast-paced, deadline-driven environment.
• Creative and collaborative problem-solving skills to develop innovative solutions.

Additional Skills & Qualifications:

• 4+ years' experience in a client-facing advisor or relationship management role.
• 8+ years of related work experience in wealth management, demonstrating leadership of a professional team.
• Bachelor’s degree in a related discipline.
• Certified Financial Planner (CFP), Chartered Investment Manager (CIM), or Chartered Financial Analyst (CFA) certifications.
• Life License Qualification Program (LLQP) preferred; willingness to work towards it if not held.
• Experience delivering results in high-performing, client-oriented environments.
• Proficiency in MS Word, Excel, Outlook, and PowerPoint; experience with PowerBI is a plus.
• Legal eligibility to work in Canada for any employer.