Location
toronto, on, Canada
Posted
June 17, 2026
Job Description
Lead impactful strategic initiatives at Advisor Solutions by Purpose, focusing on wealth management growth. This position ensures effective execution of business strategies in a hybrid work environment.
As part of the leadership team, this role requires expertise in financial services and a knack for driving operational efficiency. With a minimum of 4 years' experience, you will convert strategic vision into actionable results. Your responsibilities will include guiding advisor consolidation and integrating service models across channels.
Key Responsibilities:
• Spearhead the advisor consolidation program and strategy
• Design and implement repeatable service models
• Accelerate integration of advisory services
• Develop AI-assisted performance dashboards
• Spot and resolve operational friction points
Requirements:
• 4+ years in wealth management or consulting
• History of leading cross-functional projects
• Exceptional written and verbal communication ...
As part of the leadership team, this role requires expertise in financial services and a knack for driving operational efficiency. With a minimum of 4 years' experience, you will convert strategic vision into actionable results. Your responsibilities will include guiding advisor consolidation and integrating service models across channels.
Key Responsibilities:
• Spearhead the advisor consolidation program and strategy
• Design and implement repeatable service models
• Accelerate integration of advisory services
• Develop AI-assisted performance dashboards
• Spot and resolve operational friction points
Requirements:
• 4+ years in wealth management or consulting
• History of leading cross-functional projects
• Exceptional written and verbal communication ...