Manager, Advisor Marketing

Location:
This position will be based out of our Toronto office.

Our organization
:

Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is 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 and one of Canada's Best Managed Companies. With nearly $40 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.

• Investment Executive 2025 Brokerage Report Card.

The opportunity:
Reporting to the Senior Manager Advisor Marketing, the Manager Advisor Marketing is responsible for leading and supporting the marketing needs of our investment advisors across the country. This includes building their profiles with marketing tools such as ads, brochures, newsletters, websites, social media, etc.

Key responsibilities include:

• Advisor Marketing

• Act as a main marketing contact within our advisor marketing team for our network of investment advisors across the country as they look to market their services and build their profiles with marketing tools such as ads, brochures, newsletters, websites, social media, etc.

• Develop and implement advisor marketing strategies that align with overall company objectives and help advisors grow their businesses.
• Create comprehensive marketing plans for advisor campaigns including timelines, KPIs, and budget allocations.
• Work closely with leadership to understand business goals and translate into targeted marketing initiatives for the advisor community.
• Assist in the creation of high-quality marketing collateral and content tailored to advisors.
• Plan and execute multi-channel campaigns to drive client engagement, acquisition and retention.
• Develop educational content and tools that support advisors in positioning themselves as trusted experts to their clients.
• Support special projects and marketing team members as required.
• Oversee junior colleagues and provide support for team onboarding.

• Partner with the Digital and Creative Marketing teams to ensure seamless integration of advisor marketing strategies across all online platforms.

• Relationship Building

• Serve as the primary point of contact for internal and external teams when it comes to advisor marketing needs and requests.

• Foster strong relationships with advisors to understand their marketing challenges and opportunities, providing tailored solutions that drive business results.
• Participate in branch visits to support 1-1 advisor marketing consultations.
• Offer guidance, best practices and marketing resources that enable advisors to effectively market themselves and their services.
• Manage day-to-day external and internal partner relationships (timelines, workbacks, status updates, approvals, data management, etc.).
• Build and nurture relationships with key stakeholders to understand their needs and challenges, tailoring marketing strategies to address them.
• Collaborate with key stakeholders to align marketing efforts with sales initiatives and product offerings.
• Performing other duties as assigned.

The ideal candidate will possess:

• A bachelor's degree in Marketing, Business or related field, or equivalent work experience.
• 5+ years' experience in Marketing.
• Experience within the financial services or advisor marketing space highly desired.
• Knowledge of various marketing platforms and tools including Content Management.
• Systems (CMS), Search Engine Optimization (SEO), Search Engine Marketing (SEM), digital.
• advertising platforms, email marketing and lead nurturing platforms, social media management.
• and analytics, content creation and creative design tools, customer journey mapping and marketing attribution.
• Proficiency with the MSOffice suite including Word, Excel, PowerPoint, Teams and Outlook.
• Demonstrates a high level of accountability, adaptability, and innovation in achieving both day-to-day responsibilities and long-term goals.
• Strong attention to detail.
• Excellent attitude and commitment to providing exceptional service.
• Exemplary interpersonal, influencing, and communication skills across multiple mediums (in-person, phone, virtual).
• Strong problem-solving and critical thinking abilities.
• Highly organized with a consistent and reliable work ethic.
• Comfortable with ambiguity and able to manage a high volume of competing priorities.
• Maintains the highest level of confidentiality.
• Adaptability & Flexibility.
• Advisor Focus.
• Drive for Results.
• Teamwork & Collaboration.

Conditions of employment:

• Must be legally eligible to work in Canada.
• A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.
• Must be able to travel within Canada 0-5% of the time.

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.

To apply:
Click the Apply for This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington-Altus can be found on our website at www.wellington-