Drive innovation and growth as Associate Vice-President at Independent Advisor Solutions in Toronto. Lead strategic initiatives to enhance the Platinum Private Portfolios platform and advisor experience.

As Associate Vice-President, you will significantly influence the growth of Platinum Private Portfolios (PPP) at iAS, a key subsidiary of Wellington-Altus Financial. This role focuses on platform strategy, product innovation, and advisor engagement while shaping the future direction of investment solutions. It offers the opportunity to collaborate with senior leadership and a dynamic team to enhance service offerings.

Key Responsibilities:
• Support development of growth strategies for PPP
• Identify advisor adoption and utilization opportunities




• Monitor market trends for strategic guidance
• Contribute to platform evolution and enhancements
• Assist in advisor engagement initiatives

Requirements:
• 5-8 years in wealth management or business development
• Robust knowledge of advisor business models
• Proven project management and execution skills
• Excellent communication and interpersonal skills
• CFA, CIM, CFP, or related designation preferred

Lead impactful growth initiatives and strengthen advisor relationships at Independent Advisor Solutions in Toronto.
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📌 Platform Growth Associate VP in Toronto (Ontario)
🏢 Wellington-Altus
📍 Ontario