IDC WIN is seeking a strategic digital leader to drive the evolution and optimization of our advisor-facing technology ecosystem, including the Advisor Portal and public website. This role is accountable for end-to-end platform ownership, content strategy, and roadmap development, with a focus on enhancing advisor productivity, strengthening engagement, and advancing IDC WIN’s commitment to innovation. As a key internal expert, this leader will champion AI-driven efficiencies, digital tools, and technology partnerships that empower both advisors and internal teams to operate at peak performance.

RESPONSIBILITIES

Taking ownership of the Advisor Portal and public website, including content management, purpose definition, enhancement roadmap, and overall user experience;

Managing digital vendor relationships and evaluating new technology partners that support advisor sales enablement;

Leading adoption and optimization of advisor tools, platforms, and digital solutions;

Serving as IDC WIN’s internal AI expert focused on efficiency, automation, and process optimization;

Collaborating with Distribution, Marketing, and Advisor Experience teams to ensure platform content aligns with strategic priorities;

Developing and maintaining a digital governance model that ensures accuracy, consistency, and relevance of all online content;

Analyzing usage metrics and advisor feedback to drive continuous improvements;

Supporting onboarding, education, and communication related to advisor technology tools, and

Acting as a bridge between advisors, business units, and technology partners to ensure user needs are met.

STRATEGIC FIT Advisor Obsessed

Enhance advisor experience by providing digital tools and platforms that are intuitive, reliable, and purpose-built

Reduce advisor friction by simplifying access to resources, data, and support

Innovation and Optimization

Lead IDC WIN’s evolution into an AI-enabled organization with improved workflows and efficiency





Assess new technologies, integrations, and partnerships that modernize the advisor journey and strengthen competitiveness

Growth Enablement

Equip advisors with digital capabilities that help them attract, serve, and retain clients

QUALIFICATIONS

Bachelor’s degree in Business, Marketing, Information Technology, Digital Media, or a related field

8–10+ years of progressive experience in digital strategy, product management, or technology leadership roles

Experience in financial services, wealth management, or advisor-based distribution models is considered an asset

Demonstrated experience owning and evolving digital platforms (e.g., portals, websites, CRM, or advisor tools)

Proven ability to define and execute digital roadmaps aligned to business objectives

Knowledge of AI tools, automation technologies, and emerging digital trends

Strong analytical skills with experience using metrics to drive adoption, engagement, and continuous improvement

Strategic thinker with the ability to connect digital initiatives to business growth and advisor success

Strong communication skills with the ability to influence stakeholders at all levels

Proven ability to lead through change, drive adoption, and build alignment across diverse groups

High level of accountability with a results-driven mindset

Solid organizational skills with the ability to manage multiple priorities

COMPENSATION Commensurate with experience; $90,000-$140,000 plus incentive bonus eligibility.

Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview.

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📌 Digital Sales Enablement Consultant (Toronto)
🏢 IDC Worldsource Insurance Network
📍 Toronto