Permanent Full Time

As Financial Horizons continues to grow its position as a leading MGA serving independent advisors, we are seeking an experienced, impactful, and influential leader to advance advisor development, strengthen advisor engagement, and elevate Financial Horizons' industry presence through best-in-class programs, events, and community-building initiatives.

Success in this role requires a unique combination of strategic thinking, entrepreneurial mindset, influencing capability, and execution excellence. The ideal candidate understands advisor businesses, can anticipate evolving advisor needs, and thrives in complex environments where collaboration, adaptability, attention to detail, and high standards are essential.

What you will do

Lead Strategic Advisor Programs and Events

• Develop and execute advisor programs, events, and recognition initiatives aligned to Financial Horizons' growth strategy.
• Identify advisor needs, industry trends, and business opportunities to inform program design.
• Partner with senior leaders to create targeted engagement strategies for key advisor segments.
• Establish a multi-year roadmap that positions Financial Horizons programs and events as industry-leading experiences.

Drive Advisor Development and Content Strategy

• Design educational, business development, and leadership programs that help advisors grow their businesses.
• Leverage a deep understanding of advisor businesses, entrepreneurial challenges, and market opportunities to shape program content.
• Source, engage, and coach speakers to ensure content is relevant, practical, and impactful.
• Align program outcomes with advisor needs, business objectives, and carrier partner priorities.
• Deliver experiences that drive advisor engagement, retention, and growth.

Lead Financial and Operational Excellence

• Manage and optimize an annual program and events budget exceeding $7 million.
• Establish strong financial governance, forecasting, reporting, and ROI measurement.
• Coordinate multiple stakeholders and partners to ensure seamless program delivery and exceptional participant experiences.
• Drive continuous improvement, operational effectiveness, and a culture of excellence.
• Balance meticulous attention to detail with the flexibility to adapt to evolving priorities and opportunities.

Foster Executive Collaboration and Industry Leadership

• Partner with Financial Horizons Executive Leadership, Sales Leadership, and Business Unit Leaders to align initiatives with business priorities.
• Act as a trusted advisor on advisor engagement, development, and community-building strategies.
• Build strong relationships with carrier partners, industry experts, vendors, and stakeholders.
• Lead through influence, driving accountability and alignment across teams without direct authority.
• Position Financial Horizons as a leader in advisor development and community engagement.

What you will bring

• 8+ years of experience in program strategy, event leadership, advisor development, financial services distribution, or a related field.
• Deep understanding of the Canadian financial services industry, MGA environments, and advisor business needs.
• Direct experience working with financial advisors and a strong appreciation for their entrepreneurial mindset and business challenges.
• Proven experience leading large-scale programs, conferences, or advisor-facing initiatives.
• Demonstrated ability to influence senior leaders and build trusted executive relationships.
• Proven ability to lead through influence and collaborate across multiple stakeholders.
• Experience managing significant budgets and optimizing investments to achieve strategic outcomes.
• Expertise in content development, speaker engagement, experience design, and program management.
• Strong organizational skills with the ability to manage multiple complex initiatives and competing priorities.
• Exceptional communication, strategic thinking, business acumen, and judgment.
• High attention to detail, adaptability, professionalism, and executive presence.
• Given the travel requirements for this role, a valid driver license and vehicle are required.

Additional Information

• Preferred location: Southwestern Ontario, including the GTA, Kitchener-Waterloo, or London region.
• Travel requirement: Approximately 30% across Canada in support of advisor events, conferences, and development programs.

The base salary for this position is between $107,300 - $157,300 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

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Requisition ID: 7078

Category: Sales and Business Development

Location: