Become a key driver of growth as Associate Vice-President with Independent Advisor Solutions. Innovate and enhance the Platinum Private Portfolios platform in a collaborative workplace.

Based in Toronto, this role involves developing strategies that drive platform growth and improve advisor engagement with the PPP. You will work closely with senior leaders, defining strategic initiatives while contributing to product and platform innovations. Your expertise in wealth management will help shape an impactful advisor experience.

Key Responsibilities:
• Aid in the execution of PPP growth strategies
• Track and report on platform utilization metrics
• Partner with teams to launch new platform capabilities




• Improve advisor engagement and platform differentiation
• Support product innovation to enhance advisor experience

Requirements:
• 5-8 years in investment solutions or product management
• Strong portfolio management understanding
• Excellent communication and relationship-building skills
• Background in project management and business development
• CFA, CIM, or similar designations preferred

Take charge of strategic initiatives to elevate the success of advisors and the iAS platform.
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📌 Associate VP Growth Strategy - Wellington-Altus (Ontario)
🏢 Wellington-Altus
📍 Ontario