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About the Role

The AVP, PPP Strategy & Platform Growth will play a central role in driving platform growth, advisor adoption, product innovation, and advisor experience enhancement for Platinum Private Portfolios (PPP), a core strategic growth initiative for iAS and Wellington-Altus. The successful candidate will work directly with senior leadership, influence strategic priorities, and shape new platform capabilities.

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.

Requirements

• Demonstrated strong judgment, initiative, and execution capability.
• 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.
• Must be legally eligible to work in Canada.
• A background check, satisfactory to the employer, may be required.

Skills

• Wealth management
• Asset management
• Investment solutions
• Practice management
• Product management
• Business development
• Advisor consulting
• Advisor business models
• Managed account platforms
• Wealth management products
• Project management
• Product management
• Initiative management
• Business growth opportunities
• Advisor-facing solutions
• Managed accounts
• Model portfolios
• Investment platforms
• Product launches
• Platform enhancements
• Go-to-market initiatives
• Growth programs
• Workflow automation
• AI-enabled productivity tools
• Agent-based solutions
• Business process improvement

Location

• Toronto

Work Type

• Full-time

Experience Level

• 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.

Education Level

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

Salary/Compensations

• $120,000 - $150,000 annually

Benefits

• Health insurance
• Accident insurance
• Life insurance
• Other unique benefits per location
• Discretionary bonuses
• Other perks and rewards

About the Company

• Founded in 2024, Independent Advisor Solutions (iAS) is the investment solutions business within Wellington-Altus, focused on delivering innovative portfolio management and investment solutions to advisors and their clients.
• iAS provides a suite of distinct solutions, including sub-advisory oversight of multi-asset model portfolios, management of exclusive investment funds through strategic collaborations with global managers, and bespoke advisor managed strategies with ~$6.5 billion of combined AUM and AUA.
• Supported by the strength and resources of Wellington-Altus, iAS combines the stability of a leading Canadian wealth management organization with the agility and entrepreneurial culture of a growth-oriented business.
• Our team is intentionally lean, highly collaborative, and empowered to make decisions that directly influence business outcomes.
• Team members are encouraged to challenge convention, pursue innovation, and take ownership of meaningful strategic initiatives.
• This is an environment built for builders, innovators, and future leaders.
• Independent Advisor Solutions Inc. is a wholly owned subsidiary of Wellington-Altus Financial Inc., parent company to Wellington-Altus Private Wealth, one of Canada’s Best Managed Companies and the country’s top-rated (Investment Executive 2025 Brokerage Report Card) investment dealer, with nearly $40 billion in assets under administration and offices nationwide.
• Independent Advisor Solutions primarily supports advisors at Wellington-Altus Private Wealth, offering tailored investment solutions and strategic growth support.

Equal Opportunity

• Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders.
• All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.
• If you require accommodation for the recruitment process, please let us know at the point of application.