Drive strategic growth for Platinum Private Portfolios at Wellington-Altus as the Associate Vice-President. Enhance advisor experiences and influence product innovation in this critical role.

This full-time position seeks a dynamic AVP specializing in investment solutions within Wellington-Altus's Toronto office. You'll support the growth strategy for the flagship managed account platform while fostering advisor adoption and platform utilization. Your solid judgment and initiative will be vital in shaping business outcomes and improving client experiences.

Key Responsibilities:
• Develop and execute growth strategy for Platinum Private Portfolios
• Monitor trends in the investment solutions landscape
• Drive adoption and enhance advisor experience




• Collaborate with cross-functional teams to launch new capabilities
• Contribute to the evolution of the advisor engagement model

Requirements:
• 5-8 years in wealth management or product management
• Strong knowledge of managed account platforms
• Ability to influence diverse stakeholders
• Excellent communication and relationship skills
• CFA, CIM, CFP, or MBA preferred

Maximize your impact in portfolio management and advisor solutions at Wellington-Altus's innovative investment solutions team.
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📌 AVP of Investment Solutions at Wellington-Altus (Ontario)
🏢 Wellington-Altus Private Wealth
📍 Ontario