Head of Advisor Platform Experience

Head of Sales (Wealth Platforms – Canada & U.S.) We’re looking for a Head of Sales who knows how to close. Someone who’s built and run a real pipeline — fast-moving, high-volume, and full of serious prospects — and can turn qualified leads into signed, multi-advisor deals. At Super Advisor , we’re building the operating system for wealth...

Head of Sales (Wealth Platforms – Canada & U.S.) We’re looking for a Head of Sales who knows how to close. Someone who’s built and run a real pipeline — fast-moving, high-volume, and full of serious prospects — and can turn qualified leads into signed, multi-advisor deals. At Super Advisor, we’re building the operating system for wealth...

Head of Sales (Wealth Platforms – Canada & U.S.) We’re looking for a Head of Sales who knows how to close. Someone who’s built and run a real pipeline — fast-moving, high-volume, and full of serious prospects — and can turn qualified leads into signed, multi-advisor deals. At Super Advisor, we’re building the operating system for wealth...

Head of Sales (Wealth Platforms – Canada & U.S.) We’re looking for a Head of Sales who knows how to close. Someone who’s built and run a real pipeline — fast-moving, high-volume, and full of serious prospects — and can turn qualified leads into signed, multi-advisor deals. At Super Advisor, we’re building the operating system for wealth...

A leading financial services firm in Canada is seeking a Vice-President, Platform Owner, Advisor Experience to drive strategy and performance for their advisor and client technology platforms. The ideal candidate will have a strong background in vendor management, extensive experience in financial services technology ecosystems, and a degree in Business or...

A leading financial services firm in Canada is seeking a Vice-President, Platform Owner, Advisor Experience to drive strategy and performance for their advisor and client technology platforms. The ideal candidate will have a strong background in vendor management, extensive experience in financial services technology ecosystems, and a degree in Business or...

A leading financial services firm in Canada is seeking a Vice-President, Platform Owner, Advisor Experience to drive strategy and performance for their advisor and client technology platforms. The ideal candidate will have a strong background in vendor management, extensive experience in financial services technology ecosystems, and a degree in Business or...

OverviewJoin to apply for the Senior Associate Advisor role at PLATFORM Financial Group.About PLATFORM FinancialPlatform Financial Group is dedicated to providing advanced life insurance advisory services with a strong focus on Tax & Estate Planning. Serving business owners, high-net-worth families, and individuals, PLATFORM Financial delivers tailored...

←Back to all jobs at PLATFORM InsuranceSenior Associate AdvisorPlatform Financial Group is dedicated to providing advanced life insurance advisory services with a strong focus on Tax & Estate Planning. Serving business owners, high-net-worth families, and individuals, Platform Financial delivers tailored strategies that address complex ownership...

We’re looking for a sharp, relentlessly organized, and execution-driven person to partner with the CEO and help the company hit its growth goals. Your job is to turn vision into reality — ensuring strategy, product, and operations stay tightly aligned as we scale. You’ll take ownership of anything that doesn’t have a clear owner yet, whether that...