Robert Beer
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Robert Beer Email & Phone Number

Director, Transitions and Advisor Onboarding at Aviso Wealth
Location: Canada 7 work roles
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✓ Verified August 2026 2 data sources Profile completeness 71%

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Current company
Role
Director, Transitions and Advisor Onboarding
Location
Canada
Company size

Who is Robert Beer? Overview

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Quick answer

Robert Beer is listed as Director, Transitions and Advisor Onboarding at Aviso Wealth, a with 2 employees, based in Canada. AeroLeads shows a matched LinkedIn profile for Robert Beer.

Robert Beer previously worked as Director, Transitions & Advisor Onboarding at Aviso Wealth and Director Advisor Onboarding at Aviso Wealth.

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Email format at Aviso Wealth

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Aviso Wealth

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Profile bio

About Robert Beer

Seasoned, visionary leader with 15+ years’ experience encompassing several M&A’s and management/development of high-performing teams, as well as a solid track record of success in capitalizing on a breadth of expertise to implement leading-edge strategies driving efficiencies, cost reductions, and sustainable profitability growth through continuous process improvement. A trusted advisor within senior management teams recognized for leveraging exceptional communication and interpersonal skills to deliver compelling yearly conference presentations and liaise across all teams to foster engagement and ensure all issues raised by advisors, clients, and regulators are properly addressed.

Current workplace

Robert Beer's current company

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Aviso Wealth
Aviso Wealth
Director, Transitions and Advisor Onboarding
Toronto, ON, CA
Website
Employees
2
AeroLeads page
7 roles

Robert Beer work experience

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Director, Transitions And Advisor Onboarding

Toronto, On, Ca

Director, Transitions & Advisor Onboarding

Current

Toronto, Ontario, Canada

Oct 2020 - Present

Director Advisor Onboarding

Canada

Jan 2020 - Oct 2020

Vice President

Ia Securities

Toronto, Canada Area

Aug 2017 - Nov 2018

Director

Toronto, Canada Area

Operations and Client Service Account Transfers, New Accounts. Document & Regulatory Control, Complex Accounts, Transition/OnboardingScotiabank acquired Dundee Wealth

Jan 2012 - Aug 2017

Director

Dundee Wealth

Toronto, Canada Area

Responsible for the Transitions group that onboarded Advisors from competitive firmsResponsible for Account Transfers team/Migration from MFDA to IIROCResponsible for New AccountsDeveloped onboarding tool with Telus and Agreement Express

Feb 2005 - Jan 2012

Manager

Midland Walwyn

Toronto, Canada Area

Manager Account Transfers

Feb 1985 - Aug 2000
Team & coworkers

Colleagues at Aviso Wealth

Other employees you can reach at avisohq.com. View company contacts for 2 employees →

FAQ

Frequently asked questions about Robert Beer

Quick answers generated from the profile data available on this page.

What company does Robert Beer work for?

Robert Beer works for Aviso Wealth.

What is Robert Beer's role at Aviso Wealth?

Robert Beer is listed as Director, Transitions and Advisor Onboarding at Aviso Wealth.

Where is Robert Beer based?

Robert Beer is based in Canada while working with Aviso Wealth.

What companies has Robert Beer worked for?

Robert Beer has worked for Aviso Wealth, Ia Securities, Scotiabank, Dundee Wealth, and Midland Walwyn.

Who are Robert Beer's colleagues at Aviso Wealth?

Robert Beer's colleagues at Aviso Wealth include Vanessa Lee, Stephanie Hart, Ma, Gleb Simonenko, José Antonio Valdez Genit, and Maggie X..

How can I contact Robert Beer?

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