Manager, Advisor Marketing

Wellington-Altus; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services firm in Toronto is seeking a Manager, Advisor Marketing to lead and support marketing initiatives for investment advisors. The role involves creating comprehensive marketing plans, developing educational tools, and fostering strong relationships with advisors. Ideal candidates have a bachelor's degree and at least 5 years of experience in the financial services marketing space. This in-office position offers the opportunity to contribute to the growth of financial advisors' businesses.

Qualifications

• Minimum of 5 years of marketing experience preferably within the financial services or advisor marketing space.
• Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
• Deep knowledge of marketing platforms and tools.

Responsibilities

• Lead and support the marketing needs of investment advisors across the country.
• Create comprehensive marketing plans for advisor campaigns including timelines and KPIs.
• Develop educational content and tools that support advisors.

Skills

Accountability

Attention to detail

Interpersonal skills

Problem-solving

Organizational skills

Communication skills

Critical thinking

Adaptability

Education

Bachelor’s degree in marketing, business or a related field

Tools

MS Office suite

Content Management Systems (CMS)

Search Engine Optimization (SEO)

Search Engine Marketing (SEM)

Social media management tools

Job description

Location : This in-office position is located in our Toronto office.

Our organization :

Founded in 2017, Wellington-Altus Financial Inc. (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., and Wellington-Altus Private Wealth Inc.—the top-rated

• investment dealer in Canada and one of Canada’s Best Managed Companies. With more than $35 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 2024 Brokerage Report Card.

The opportunity :

Reporting to the Senior Vice-President, 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.

Please be sure to submit a copy of your resume when applying for this position.

Key responsibilities include :

• Acting 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.
• Participating in branch visits to support 1-1 advisor marketing consultations.
• Supporting new advisor teams with all marketing needs when they join Wellington-Altus.
• Developing and implementing advisor marketing strategies that align with overall company objectives and help advisors grow their businesses.
• Working closely with leadership to understand business goals and translate into targeted marketing initiatives for the advisor community.
• Creating comprehensive marketing plans for advisor campaigns including timelines, KPIs, and budget allocations.
• Assisting in the creation of high-quality marketing collateral and content tailored to advisors.
• Planning and executing multi-channel campaigns to drive engagement, acquisition, and retention of financial advisors and their clients.
• Developing educational content and tools that support advisors in positioning themselves as trusted experts to their clients.
• Supporting special projects and marketing team members as required. Oversee training for jr. colleagues and provide support for team onboarding.
• Partnering with Digital Marketing team to ensure seamless integration of advisor marketing strategies across all online platforms.
• Serving as the primary point of contact for internal and external teams when it comes to advisor marketing needs and requests.
• Fostering strong relationships with advisors to understand their marketing challenges and opportunities, providing tailored solutions that drive business results.
• Offering guidance, best practices, and marketing resources that enable advisors to effectively market themselves and their services.
• Managing day-to-day external and internal partner relationships (timelines, workbacks, status updates, approvals, data management, etc.).
• Building and nurturing relationships with key stakeholders to understand their needs and challenges, tailoring marketing strategies to address them.
• Collaborating 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 a related field of study.
• A minimum of 5 years of marketing experience preferably within the financial services or advisor marketing space.
• Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
• Deep 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.
• Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day-to-day work and long-term goals.
• Excellent attitude and commitment to providing extraordinary service.
• An excellent attention to detail with exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).
• Excellent problem-solving and strong organizational skills.
• A high tolerance for ambiguity; highly adaptive and able to manage a large volume of competing priorities.
• Strong critical thinking and written and verbal communication skills.
• An ability to maintain the highest levels of confidentiality.

Conditions of employment :

• Must be legally eligible to work in Canada.
• Must be able to travel within Canada up to 5-10% of the time.
• A background check, satisfactory to the employer, may be required of the successful applicant before commencing employment.

Wellington-Altus 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-altus.com.

Qualifications

Experience

Required

5 years : 5 years :

Marketing experience preferably within the financial services or advisor marketing space.

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