Location:

This posting is for an existing vacancy in Wellington-Altus’s Winnipeg or Toronto office. Our organization:

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is one of Canada’s Top Growing Companies* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc—the top-rated** investment dealer in Canada. With more than $50 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers, and their high-net-worth clients. Report on Business 2025 rankings. Investment Executive 2026 Brokerage Report Card. The opportunity:

Reporting to the Senior Vice-President, Operations, the Vice President, Advisor Platform Management (VP) is the business owner responsible for the governance, performance, adoption, and continuous improvement of the firm's advisor technology ecosystem. The role ensures advisor platforms effectively support business objectives, advisor productivity, operational efficiency, regulatory requirements, and client experience expectations. Acting as the primary liaison between advisors, operations, compliance, technology teams, and external vendors, the VP establishes business priorities, governs platform enhancements, manages vendor relationships, oversees platform performance, and drives platform evolution. The role is accountable for ensuring existing advisor technology platforms remain effective, scalable, and aligned to business needs while partnering with Technology teams responsible for platform implementation and technical delivery.



Key responsibilities include:

Advisor Platform Strategy & Governance

Own the overall business strategy, roadmap, and success metrics for existing advisor and client technology platforms. Works closely with Technology’s Product Owner and Business leaders (Operations, Compliance, Finance, IT, Regional teams) to identify future needs and pain points to drive improvements/enhancements with the vendors. Define business requirements for enhancements, integrations, and upgrades that support firm and advisor growth. Ensure consistency in processes and digital experiences across the advisor ecosystem. Balance advisor experience, operational efficiency, risk management, and business growth objectives. Track ROI and adoption metrics to demonstrate business impact.

Vendor Relationship & Service Governance

Own strategic relationships with advisor and client platform vendors. Lead vendor governance forums, service reviews, and escalation management. Monitor vendor service performance and operational commitments. Influence vendor roadmaps and advocate for firm priorities. Coordinate issue resolution and ongoing vendor accountability.

Platform Lifecycle Management

Govern the ongoing evolution of advisor platforms. Establish intake and prioritization processes for platform enhancements. Assess and prioritize business improvements, operational changes, and advisor requests.



Evaluate platform capabilities and identify opportunities to improve advisor experience and business outcomes. Oversee implementation readiness for current platform capabilities and functionality. Ensure platform priorities align with strategic business objectives.

Platform Configuration & Access Governance

Establish governance for platform configurations, workflows, and business rules. Oversee entitlements, user access frameworks, and permission structures. Maintain platform documentation and standards. Partner with Compliance, Operations and Technology teams to ensure appropriate controls are maintained. Establish intake and prioritization processes for platform enhancements.

Production Issue & Enhancement Governance

Act as the business escalation point for platform-related issues. Oversee governance and prioritization of production issues and platform enhancements. Coordinate business impact assessments for platform incidents or operational issues. Ensure issues are communicated effectively to stakeholders and advisors. Track recurring issues, trends, advisor impacts, and improvement opportunities. Maintain visibility of platform risks and remediation activities

Integration Oversight

Define and maintain clear business requirements and priorities for integrations across advisor and client technology systems. Represent the business perspective in integration planning, ensuring solutions enable efficient advisor workflows and client experiences. Partner with IT and Data teams to ensure that execution aligns with business intent and that integration outcomes support firm goals.

User Experience, Adoption & Communication

Partner with the Training and Advisor Enablement

📌 Vice-President, Advisor Platform Management (Winnipeg)
🏢 Wellington-Altus
📍 Winnipeg