Location: This posting is for an existing vacancy in Wellington-Altus’ Toronto office.

About Independent Advisor Solutions Inc.

Founded in 2024, Independent Advisor Solutions (iAS) is the investment solutions business within Wellington-Altus, focused on delivering innovative portfolio management and investment solutions to advisors and their clients. iAS provides a suite of distinct solutions, including sub-advisory oversight of multi-asset model portfolios, management of exclusive investment funds through strategic collaborations with global managers, and bespoke advisor managed strategies with :$6.5 billion of combined AUM and AUA.

Supported by the strength and resources of Wellington-Altus, iAS combines the stability of a leading Canadian wealth management organization with the agility and entrepreneurial culture of a growth-oriented business. Our team is intentionally lean, highly collaborative, and empowered to make decisions that directly influence business outcomes. Team members are encouraged to challenge convention, pursue innovation, and take ownership of meaningful strategic initiatives.

This is an environment built for builders, innovators, and future leaders.

More information about Independent Advisor Solutions can be found here: https://independentadvisorsolutions.ca/

The prospect

Independent Advisor Solutions (iAS), a subsidiary of Wellington-Altus Financial Inc., is seeking an ambitious, entrepreneurial professional to help shape the future of Platinum Private Portfolios (PPP), our flagship managed account platform. PPP is a core strategic growth initiative for both iAS and Wellington-Altus. It provides advisors with a scalable discretionary portfolio management solution designed to improve client outcomes, strengthen advisor value propositions, and accelerate business growth.

Reporting to the Head of Product, the AVP, PPP Strategy & Platform Growth will play a central role in driving platform growth, advisor adoption, product innovation, and advisor experience enhancement across one of the firm's most important strategic initiatives. The successful candidate will work directly with senior leadership, influence strategic priorities, help shape new platform capabilities, and contribute meaningfully to the future direction of both PPP and the broader iAS business.

Key responsibilities include:

- Platform Strategy & Growth
- Support the development and execution of the growth strategy for Platinum Private Portfolios.
- Identify opportunities to increase advisor adoption, platform utilization, and assets under administration.
- Monitor industry, competitive, and advisor trends to inform strategic direction and platform enhancements.
- Develop recommendations that strengthen PPP's long-term positioning and growth trajectory.
- Track and report on platform growth, adoption, and key business metrics.

- Product Innovation & Platform Development

- Contribute to the evolution of the PPP platform and advisor experience.
- Help prioritize, develop,



and implement new platform capabilities and enhancements.
- Translate advisor feedback and business objectives into practical, scalable improvements.
- Partner with Operations, Compliance, Marketing, Investments, Advisor Engagement, and Technology teams to bring new capabilities to market.
- Identify opportunities to improve platform differentiation and advisor value.

- Advisor Adoption & Business Development

- Serve as a key PPP subject matter expert supporting advisors and internal stakeholders.
- Support advisor engagement initiatives that increase PPP awareness, adoption, and utilization.
- Participate in advisor meetings, presentations, educational sessions, and business development opportunities.
- Develop practical frameworks and resources that support advisor implementation and ongoing success.
- Help position PPP as a core component of advisor growth strategies.

- Advisor Experience, Marketing & Innovation

- Help improve the advisor and client experience across the full PPP lifecycle.
- Support the development of advisor-facing and client-facing marketing materials and communications.
- Identify opportunities to simplify processes, improve scalability, and reduce friction.
- Leverage technology, workflow automation, AI-enabled tools, and agent-based productivity solutions to improve efficiency and service delivery.
- Contribute to a culture of innovation, continuous improvement, and entrepreneurial thinking.

The ideal candidate will possess:

- We are looking for an up-and-coming product, platform, advisor solutions, or business development professional who has demonstrated strong judgment, initiative, and execution capability and is ready for a larger mandate.
- Approximately 5-8 years of experience in wealth management, asset management, investment solutions, practice management, product management, business development, advisor consulting, or a related field.
- Strong understanding of advisor business models, managed account platforms, and wealth management products.
- Demonstrated success managing projects, products, initiatives, or business growth opportunities.
- Ability to influence stakeholders, build trust, and drive outcomes across diverse teams.
- Strong communication, problem-solving, and relationship-building skills.
- Entrepreneurial mindset, intellectual curiosity, and comfort operating in a fast-moving environment.
- Experience supporting advisor-facing solutions, managed accounts, model portfolios, or investment platforms.
- Experience participating in product launches, platform enhancements, go-to-market initiatives, or growth programs.




- Familiarity with workflow automation, AI-enabled productivity tools, agent-based solutions, or business process improvement initiatives.
- CFA, CIM, CFP, MBA, or progress toward an industry designation is considered an asset.

Compensation & Benefits: Range $120,000 - $150,000 annually. This range represents Wellington-Altus' expected range of compensation for this position. Actual compensation will vary and will be based on various factors, such as location, skills, experience, and qualification for the role.

Compensation for part-time roles will be pro-rated based on number of hours regularly worked.

Wellington-Altus' total compensation package for employees may also include discretionary bonuses as well as other perks and rewards. Wellington-Altus also offers health insurance, accident and life insurance, and other unique benefits per location.

Conditions of employment

- Must be legally eligible to work in Canada.
- Must be able to travel, 0-10% of the time, anywhere in Canada.
- A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply. If you require accommodation for the recruitment process, please let us know at the point of application.

Recruitment Note

Independent Advisor Solutions Inc. is a wholly owned subsidiary of Wellington-Altus Financial Inc., parent company to Wellington-Altus Private Wealth, one of Canada’s Best Managed Companies and the country’s top-rated (Investment Executive 2025 Brokerage Report Card) investment dealer, with nearly $40 billion in assets under administration and offices nationwide.

Independent Advisor

Solutions primarily supports advisors at Wellington-Altus Private Wealth, offering tailored investment solutions and strategic growth support.

If you're interested in joining the team at Independent Advisor Solutions, you will be contacted by a Wellington-Altus representative. Recruitment is managed by the Wellington-Altus Talent Acquisition team, and applications are submitted through the Wellington-Altus careers website for a streamlined and centralized hiring experience.

To learn more about Wellington-Altus, please see here: https://wellington-altus.ca/

To apply

Click the Apply for This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview.

Artificial

Intelligence (AI) will be used to screen and assess candidates for this role. More information about working at Wellington-Altus can be found on our website at https://www.wellington-altus.ca.

📌 Associate Vice-President, Platinum Private Portfolios Strategy & Platform Growth (Toronto)
🏢 Wellington-Altus
📍 Toronto