Michelle Bashir
VP - Strategic Partnerships and Priority Clients, Digital Wealth @Aviso
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WORK HISTORY
VP - Strategic Partnerships and Priority Clients, Digital Wealth @Aviso
Toronto, ON, CA
As VP of Strategic Partnerships & Priority Clients at Qtrade, I lead a high-performing team with two clear mandates: delivering a differentiated experience for our highest-value clients in the self-directed/DIY experience, and driving client growth across our advisor network, strategic partnerships, and affiliate relationships for both self-directed and digital hybrid (robo) experiences.
EDUCATION
Schulich School of Business - York University
MBA, Strategic Management
Western University
Bachelor of Business Administration - BBA, Finance, General
Western University
Bachelor, Administrative and Commercial Studies; Finance and Administration; French
ABOUT MICHELLE BASHIR
With 20 years of experience - including 10 years in management consulting and a decade in senior leadership at RBC - I specialize in driving large-scale transformations in Canadian financial services. I thrive in complex environments, aligning stakeholders, translating strategy into execution, and delivering sustainable outcomes with a commercial lens.My career spans end-to-end initiatives - from shaping opportunities and business cases to execution - including leading complex M&A deals in consulting and driving innovative client solutions in the retail investments industry.Key areas of impact:Business Strategy & Client Solutions: Defined RBC’s Hybrid Investing vision, creating a scalable model that connects self-serve digital tools with professional advice while enhancing client choice and engagement.Digital Innovation: Pioneered end-to-end digital account opening for advice-based retail investment products, improving acquisition, efficiency, and client experience.M&A Strategy & Execution: Led the go-to-market strategy for the HSBC acquisition-the largest transaction in Canadian banking history-building on prior M&A experience in consulting.Market Leadership: Launched the First Home Savings Account (FHSA) in self-directed channels, capturing early market momentum.Regulatory & Risk Transformation: Led the implementation of Client-Focused Reforms (CFR)- the largest regulatory change to hit the securities industry in over a decade - building on prior consulting experience leading Basel II strategy for a major Canadian bank.I am recognized for building resilient, high-performing teams, mentoring talent, and achieving results while supporting growth and well-being. My leadership style is rooted in kindness and empathy, ensuring teams feel supported as they deliver their best work.
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