VP, Advisor Experience & Programs
On-site · Toronto, Ontario, Canada or Vancouver, British Columbia, Canada
Job Summary
Lead the strategy, design, and ongoing improvement of advisor development and training programs from onboarding to advanced practice management; establish a competency framework and measurement approach to track impact; partner with Distribution Leadership, Compliance, Operations, and Technology to deliver coordinated enablement that improves advisor 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 for the advisor channel across multi-channel distribution; plan and execute national meetings and strategic events to reinforce priorities; develop a reporting cadence with surveys, feedback loops, and dashboards to surface field needs and inform leadership decisions; champion experience improvements by simplifying communications and scaling best practices; develop and execute marketing programs to support advisor growth and branding; lead governing bodies like the Advisor CEO Council and Associate Team Council; build an advisor transition team for onboarding of new advisor teams.
Required Qualifications
- Proven track record partnering with advisor teams and Distribution Leadership, building credibility through strong business acumen and trusted relationship management
- Demonstrated success leading and delivering change management initiatives for advisor-facing programs, translating strategy into 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, able to collaborate across a complex, matrixed organization
- Solid foundation in investments and regulatory requirements, including knowledge of investment products and advisor practices
- Deep understanding of end-to-end operating model that supports the advisor and client experience
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