Vice-président régional, Conseils en gestion de patrimoine
Core
Regional Vice President leading a portfolio of financial advisory offices to drive growth, operational efficiency, and client experience in wealth management.
Role type
Senior leadership, regional VP for wealth management advisory
Builds
Wealth management advisory services and financial planning for clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Strategic advisory, business development, team leadership, regulatory compliance, business planning, client retention strategies, operational process improvement
Preferred skills
MBA, professional designations
Technologies
N/A
Responsibilities
Supervise and provide strategic guidance to financial advisory offices; Monitor advisor productivity and alignment with company KPIs; Collaborate on business plans aligned with organizational goals; Drive revenue growth and asset under management expansion; Ensure compliance with company policies and regulatory requirements; Build strong relationships with advisors and internal stakeholders
Seniority
Senior, hands-on IC with leadership scope
