VP, Client Advisory Operations (Registered AAR / OSC)

Location: Toronto, ON (Hybrid)

Position Type: Full-Time, Senior Leadership

About the Opportunity

A premier, independent Canadian wealth management and group retirement solutions firm is seeking a VP, Client Advisory Operations. In this high-impact senior leadership role, the incumbent will report directly to the Chief Investment Officer (CIO), serving as the strategic bridge between investment management, operational execution, and exceptional member service. The unique dual-hatted position combines operational leadership and team mentorship with direct, client-facing advisory responsibilities as a registered Associate Advising Representative (AAR).

Excellent base compensation and bonus.

The Impact You Will Make

Client Advisory & Member Engagement

• Serve as a registered AAR under OSC guidelines, reviewing and approving investor profiles and suitability documen...