Associate Vice-President, Platinum Private Portfolios

Wellington-Altus•Toronto, ON

37d•CA$120,000 - CA$150,000•Onsite

About The Position

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.

Requirements

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.
Must be legally eligible to work in Canada.

Nice To Haves

CFA, CIM, CFP, MBA, or progress toward an industry designation is considered an asset.

Responsibilities

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.
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.
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.
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.