Head of Advisor Engagement, Western Region

Head of Advisor Engagement, Western Region Join to apply for the Head of Advisor Engagement, Western Region role at Wellington-Altus Location This position will be based out of our Calgary office. Our Organization Founded in 2024, Independent Advisor Solutions Inc. (iAS) provides a suite of distinct solutions for advisors, including sub‑advisory oversight of multi‑asset model portfolios (MiMODEL), exclusive investment funds through strategic collaborations with global and specialist managers (MiBLOX), and bespoke advisor‑managed strategies (MiFUND). iAS accelerates independent advisors’ businesses and is approaching stewardship of $7 billion across all programs. iAS is a wholly owned subsidiary of Wellington‑Altus Financial Inc. and is registered as an investment fund manager and portfolio manager in Manitoba, Ontario, Newfoundland & Labrador, Québec, and British Columbia. The Opportunity Reporting to the President, iAS, the Head of Advisor Engagement, Western Region is responsible for overseeing and enhancing relationships with Investment Advisors in Alberta, BC and the western parts of Saskatchewan. This role is critical in ensuring that iAS products, services and value propositions are effectively communicated to advisors to drive business growth, improve client satisfaction and support the strategic goals of the organization. Key responsibilities include: Advisor Relationship Management & Sales Developing and implementing strategies to strengthen relationships with investment advisors. Promoting and selling iAS fund products and solutions to Wellington‑Altus advisors, their clients, and prospects. Serving as the primary point of contact for advisor teams on all matters iAS, addressing concerns and ensuring needs are met. Building and maintaining a strong network of advisors across key markets, leveraging these relationships to drive business growth. Advisor Engagement Strategy Leading the creation, implementation and execution of advisor engagement strategies to increase advisor retention, satisfaction and productivity. Utilizing data and feedback from advisors to continuously improve the advisor experience and refine engagement efforts. Overseeing the creation of targeted educational programs, events and resources for advisors to help them better serve their clients. Cultivating strong relationships with key clients to provide investment solutions to meet evolving needs and objectives. Relationship Management Collaborating with marketing, sales and product teams to develop and deliver tools, resources and communications that support advisors. Collaborating with senior leadership to align advisor engagement strategies with overall goals. Building and maintaining strong relationships with stakeholders. Leadership & Team Development Fostering a culture of collaboration, innovation and continuous learning within the iAS team. The ideal candidate will possess: A bachelor’s degree in finance, economics, accounting, or business is required. 7+ years of experience in financial services, with a focus on advisor engagement, relationship management or business development. Chartered Financial Analyst (CFA) designation is an asset. Chartered Investment Manager (CIM) designation is an asset. Strong leadership, communication and interpersonal skills. Adaptability and flexibility in changing circumstances. High accountability, reliability, and a commitment to innovative service delivery. Excellent attitude and commitment to providing extraordinary service. Excellent attention to detail. Exemplary interpersonal and influencing skills; effective communication across multiple mediums. Excellent problem‑solving skills. Strong organizational and critical‑thinking skills. High tolerance for ambiguity and ability to manage many competing priorities. Strong written and verbal communication skills. Ability to maintain the highest levels of confidentiality. Conditions of employment Must be legally eligible to work in Canada. Must be able to travel anywhere in Canada up to 25‑50% of the time. A satisfactory background check may be required prior to commencing employment. Diversity and Inclusion Wellington‑Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialised 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. Seniority level Executive Employment type Full‑time Job function Other #J-18808-Ljbffr