VP, Advisor Experience & Programs
$15,000–$25,000 year
On-siteToronto, Ontario, Canada or Calgary, Alberta, Canada
Job Summary
Lead the strategy, design, and continuous improvement of advisor development and training programs from onboarding through advanced practice management. Establish competency frameworks and measurement approaches to track program impact, while partnering with Distribution Leadership, Compliance, Operations, and Technology to deliver coordinated enablement that improves productivity and client outcomes. Own change management for advisor-facing initiatives, including readiness planning, field engagement, and post-launch reinforcement. Define and manage a firm-wide communication strategy, lead cross-functional planning for national meetings, and create reporting cadences to surface field needs and inform leadership decisions. Develop and execute investment firm marketing programs to support advisor growth and strengthen market positioning. Build and scale an advisor transition team to support onboarding of new advisor teams, delivering an exceptional experience for both teams and their clients.
Required Qualifications
- Proven track record of partnering directly with advisor teams and Distribution Leadership, building credibility through strong business acumen, consistent execution, and trusted relationship management.
- Demonstrated success leading and delivering change management initiatives for advisor-facing programs, translating strategy into clear implementation plans, communications, training, and sustained adoption.
- Experience leading and developing high-performing teams, driving business growth through scalable programs and field enablement.
- Strong influencing and stakeholder management skills, with the ability to collaborate effectively across a complex, matrixed organization.
- Solid foundation in investments and operational disciplines, including knowledge of investment products, advisor practices, and regulatory requirements.
- Deep understanding of the end-to-end operating model that supports the advisor and client experience.
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