Unique answers for advisors that power your portfolios and personal brand.
Independent Advisor Solutions provides unique answers for advisors, powering their portfolios and personal brand, with the goal of helping them simplify and scale their practice. It provides sub-advisory and marketing services for multi-asset model-based portfolios and offers an exclusive suite of investment funds designed to help diversify portfolios and enhance expected risk-adjusted returns for clients. Independent Advisor Solutions Inc. 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 content on this account is for informational purposes only and does not constitute investment advice. Please speak with a licensed advisor to assess suitability.
On-site · Toronto
The role focuses on driving the growth, adoption, and innovation of the Platinum Private Portfolios platform to improve advisor and client outcomes. Key duties include developing growth strategies, enhancing platform capabilities, and supporting advisor engagement initiatives.
