Performance of Our Signature Funds

Values for:

As of:

Regional Assistant Vice-President

  • Location:


  • Role Type:

    Regional Assistant Vice-President

  • Department:

    Client Advisory Services

Job Summary

Are you a strategically minded and tactically skilled finance executive?  Then we may be looking for you!

We are currently seeking a Regional Assistant Vice-President who will be responsible for leading the implementation of our strategies, processes and disciplines to achieve our financial and client objectives as well as provide leadership to a team of financial specialists.

This opportunity will require you to build strong client relationships within a dedicated geographical region with our client base: the education community.  The education community primarily includes members of the Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA), the Elementary Teachers Federation (ETFO) employee groups and some members of Ontario Universities plus their family members.

This role may be for you if you:
  • enjoy developing relationships. You don’t hesitate to connect with others, can build an authentic network and are skilled at identifying centers of influence;
  • are a strong leader who is able to lead a team to achieve overall sales and performance objectives;
  • are able to establish and maintain financial planning practice standards
  • understand financial planning and can clearly communicate the merits of a sound financial plan and make client-focused, value-added recommendations for products and services;
  • have the ability to develop programs to help Financial Planners & Financial Advisors develop business plans to deepen relationships in target markets with new client acquisition and retention strategies

If you are a motivated candidate, eager to grow your career in a supportive environment, then we want to hear from you! To apply, submit your cover letter and résumé, as instructed below.


  • 15 years industry experience with five years of people leadership experience
  • University degree, College degree or equivalent
  • Certified Financial Planner (CFP) designation. TEP, LLQP, AMP or CFA designations are an asset
  • MFDA or IIROC licensed through the completion of the Canadian Securities Course(CSC)
  • Strong leadership skills and managerial tact with a demonstrated ability to execute and champion change
  • Strong networking skills and ability to effectively develop relationships with internal and external business partners
  • Expert financial Planning skills and familiarity with financial planning software
  • Polished, professional presenter and effective public speaker with excellent verbal, written and interpersonal skills

Interested in applying for this position?

To apply, submit your cover letter and resume by email with the job title and area in the subject line to Only selected candidates will be contacted.

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