A leading wealth management firm in Ontario seeks a Senior Digital Client Journey Owner to enhance the digital client experience. This role involves owning the client journey strategy and facilitating cross-functional teams to deliver innovative solutions. The ideal candidate will have over 10 years of experience in digital strategy and possess strong communication skills in both English and French. A competitive salary and benefits package are offered. #J-18808-Ljbffr
About Us
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi‑year transformational journey to enhance our entrepreneurial, high‑performing, advisor‑centric culture.
Position Overview
We are seeking an experienced Salesforce Developer to design, build, and support solutions on Salesforce Financial Services Cloud (FSC) for a wealth management business. You will serve as a technical authority for Salesforce FSC within iA Wealth, own and evolve the Salesforce architecture in alignment with enterprise strategy and collaborate with talented professionals managing the direction, development, and deployment ecosystem.
Duties and Responsibilities
Design, develop and implement Salesforce solutions that support the Wealth Management business model using platform-native approaches over custom code whenever possible.
Stay current on Salesforce seasonal releases and FSC-specific enhancements to identify opportunities and impacts on our environment and users and anticipate platform risks including downstream integrations.
Partner with journey owners and other team members to shape technical strategy aligned with wealth business goals.
Demonstrate constant attention to ensuring security and preserving digital information confidentiality. Partner with InfoSec/Compliance to ensure appropriate data handling of sensitive client data (PII) and ensure designs support audit and monitoring expectations through event/activity visibility.
Measure the quality of the developed solution (performance, robustness, functional test coverage etc).
Use development best practices supported by the Centers of Excellence, applying proper design, partitioning, and modeling patterns for processing, data, hosting infrastructure, etc.
Set up or use a continuous integration and continuous deployment (CI/CD) pipeline.
Lead discussions around design decisions, aligned with best practices and company standards and norms.
Create and maintain robust unit tests and regression test coverage consistent with enterprise SDLC practices (CI/CD, code review, release readiness).
Provide technical support for the solution in production by triaging and resolving production issues (defects, performance bottlenecks, integration failures), drive root-cause analysis, and implement preventive controls.
Establish the team’s documentation strategy by defining standards aligned with enterprise, encouraging best practices and ensuring consistent application.
Take ownership of complex tasks, mentor and provide technical coaching to other team members and actively share knowledge on Salesforce best practices.
Actively collaborate in activities such as ceremony planning, definition of done etc.
Be available to perform production releases (deployments) when required.
Develop scalable UI experiences using Lightning Web Components (LWC) and industry UI patterns to enhance advisor productivity.
Build and maintain Apex classes, triggers, batch/scheduled jobs, and asynchronous processing where required for industry data volumes and compute pattern.
Qualifications
Education: Bachelor's degree in Computer Science, or a related field.
Experience leading design, development and delivery of complex, enterprise-scale Salesforce solutions with a minimum 5+ years as Salesforce Developer.
Experience with Salesforce Financial Services Cloud (FSC) and specifically Wealth Management industry components.
Track record of influencing technical direction without formal authority.
Good knowledge of or willingness to learn: Integration between Salesforce and Content Server; Einstein Activity Capture (EAC); upcoming Salesforce integrations (including MuleSoft and Google Cloud).
Knowledge of cloud technologies, containers, virtualization (e.g., Azure DevOps, Docker, Kubernetes, Google Cloud Git Flow).
Knowledge of design/architecture patterns and partitioning patterns.
Strong experience with Salesforce platform – APEX (classes, triggers, batch), core objects, FSC objects, Platform Events, Lightning Web Components, Salesforce APIs) including governance limits.
Familiar with Salesforce Data components: DataLoader., DataCloud, etc.
Familiarity with UML/UML2 nomenclature.
Experience with .NET Core, C#.
Familiarity with event‑driven models (Kafka is an asset).
Experience using AI tools, such as Microsoft Copilot, Salesforce Agentforce, and Google Vertex is an asset.
Experience balancing speed, quality, security and maintainability in enterprise environments.
Analytical Skills: Strong analytical and problem‑solving skills. Ability to translate business requirements into technical solutions.
Communication: Excellent verbal and written communication skills. Ability to present complex technical concepts clearly and concisely to stakeholders.
Interpersonal Skills: Strong interpersonal skills with the ability to collaborate effectively with various teams and stakeholders.
Salary and Benefits
The expected annualized base salary range for this role is $94,500-$126,000. The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity. Richardson offers a competitive total rewards package in addition to the base pay, which includes a performance‑based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.
Why Apply
Our firm is only as good as the people who work here. Our employees are exceptional because they combine in‑depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self‑driven, and client‑centric? If so, we’re ready to invest in you.
EEO Statement
Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.
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Provides wealth planning services, specifically Canadian tax and Cross Border (U.S.) tax guidance to Investment Advisors (IA's) and their high-net-worth and ultra-high net worth clients. This includes face-to-face meetings with IA's and their clients, presentations to groups of clients and Centers of Influence.
This is an existing vacancy.
Duties and Responsibilities
Provide financial, retirement, tax, estate and succession planning and similar wealth planning related services to the high net worth and ultra high net worth clients of our IAs
Work directly with clients of the Private Family Office or the Family Office Wealth Counsel as required
Meet with clients and IA's on wealth planning matters, especially tax matters
Lead seminars and presentations on Tax & Estate Planning Services for IA's, clients, prospective clients and Centers of Influence
Provide direction and coordinate the implementation of wealth planning strategies, including meeting with clients’ professional advisors (e.g. lawyers, accountants, and actuaries), as appropriate
Collaborate on the development and implementation of wealth planning service standards and design complex wealth planning strategies for the unique needs of the high net worth clients, including participation in the sales process and directing implementation of wealth planning strategies for these clients
Contribute to the effective and efficient delivery of wealth planning support services to Advisors and clients
Assist with quality assurance as required for the Tax & Estate Planning Group – review of complex files
Write white papers and other client facing value added pieces to help our prospecting and client retention activities
Develop thought leadership materials on all tax matters and review/update existing materials while working with Marketing to disseminate client marketing pieces
Qualifications
Over 10 years of planning experience specializing in tax, financial and estate planning
Experience in the financial services industry would be an asset
Demonstrated excellence in designing and implementing complex tax, financial, insurance and estate planning strategies
Strong relationship management skills
Strong analytical and problem-solving abilities
Superior verbal and written communication skills
Able to interact effectively with other executives and professionals
Ability to work independently and as part of a team
Facility with Microsoft Word, Excel and PowerPoint
Education
Professional Accounting Designation (CA, CPA, CGA, CMA), L.L.B Degree (Tax oriented) and other related designations, e.g. Trust and Estate Practitioner (TEP) and/or Family Enterprise Advisor (FEA)
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Take the lead as a Director of Tax Planning, providing expert Canadian tax and Cross-Border guidance. Engage with high-net-worth clients to deliver tailored wealth planning solutions through seminars and direct consultations.
With over 10 years in tax and estate planning, this role allows you to design and implement multifaceted strategies for affluent individuals and families. You will collaborate with Investment Advisors, contribute to developing service standards, and enhance client relationships through direct interactions. Your responsibilities will also include providing strategic guidance on tax matters and generating content to bolster client engagement and retention.
Key Responsibilities:
• Offer comprehensive financial and tax planning services
• Coordinate with advisors on wealth planning matters
• Lead educational seminars for clients and advisors
• Design tailored strategies for high-net-worth clientele
• Write white papers to enrich client communication
Requirements:
• 10+ years of experience in tax/estate planning
• Strong analytical, communication, and relationship skills
• Professional designation in Accounting or Tax preferred
• Team-oriented with independent work capabilities
• Proficiency in Microsoft Office Suite
Utilize your expertise to guide affluent clients in navigating complex tax situations and enhancing their wealth management strategies.
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Shape the future of portfolio management as a Strategic Portfolio Management Consultant. Elevate governance practices and standard methodologies while mentoring associate portfolio teams in a leading wealth management firm.
This role requires extensive experience in financial services and the ability to manage oversight for both Associate and Portfolio Managers. You will conduct formal reviews, support onboarding processes, and influence practice management strategies to optimize performance and client satisfaction. Engage in continuous improvement of portfolio management systems and practices.
Key Responsibilities:
• Oversee regular performance reviews for APMs and PMs
• Recommend best practices for portfolio governance
• Ensure compliance with Investment Policy Statements
• Conduct training programs for portfolio management
• Collaborate during quarterly Managed Accounts Committee meetings
Requirements:
• Minimum of 10 years in the financial sector
• CFA/CAIA/CIM or MBA preferred
• Strong client service orientation
• Skilled in portfolio management tools
• Proven ability to thrive under pressure
Bring your expertise to drive dedication and excellence in portfolio management practices, ensuring superior client service.
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About Us
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor‑centric culture.
Position Overview
The Senior Digital Client Journey Owner is responsible for owning the client journey including strategy, financial measurement and management, market and user research, journey optimization (e.g. experience redesign), journey orchestration and agile delivery and execution. Responsible to develop and implement an industry‑changing digital strategy for Richardson Wealth that will enable the firm to deliver an unmatched, seamless digital experience for clients and advisors and find new ways to serve clients, integrate digital touchpoints and channels to improve operational efficiencies and attract the next generation of client, advisor and employee with flexible options for engagement.
The Senior Digital Client Journey Owner is defined as the comprehensive digital solution to interact across the complete Wealth Management value chain between client, advisor and head office. It includes experiences such as: Client Portal & Mobile App, client reporting and client‑focused dashboards for Advisor, Employee & Client, integration, workflow & business rules required to support the client journey.
Duties & Responsibilities
Strategy, Business Cases & Financial Management
Establish the Client Digital Journey vision including the integration model with advisor and head office and supporting strategy that will deliver target business outcomes and best in class digital experiences
Decompose business goals to identify strategic opportunities and establish a roadmap centered around MVP defining short, medium and long‑term objectives in collaboration with various product owners
Develop the business case by defining and measuring OKRs. Ultimately accountable for key results of the journey.
Manage key metrics and revenues and costs, applying a test and learn approach to optimize performance and return on investment for journeys, experiences and feature enhancements
Responsible for total cost of ownership of journey in collaboration with partners
Journey Research & Design
Represent the voice of clients and work with advisors to understand their evolving needs to engage with clients and grow their businesses.
Responsible for multipronged research practice, combining qualitative research data and journey metrics, identifying opportunities for design and orchestration and monitoring and measuring performance. Examples include research, creation of a journey map, establishing journey‑analytics capabilities, conducting customer‑listening or voice‑of‑customer research and analysis and reporting of data and insight
Lead journey design activities including prioritization of design work, design thinking and ideation. Work with partners on prototyping, testing and iteration and ensure all stakeholders are engaged throughout.
Actively conduct market intelligence to understand competing offers, trends in the marketplace and emerging investment solutions and related technologies delivering business value
Define target client journey and experiences and ensure they are evergreen on an ongoing basis
Evolve advisor, client and operational experience design with process efficiency including optimizing processes as needed and maintenance of process documentation across journey teams
Provide thought leadership and identify, interpret, and capitalize on client and advisor trends and new technologies that contribute to the overall evolution of the digital platforms and omnichannel experiences with a digital‑first, customer‑centric mindset
Lead regular meetings with executives, advisors and head office teams to monitor performance, identify unmet needs, emerging risks and opportunities
Agile Delivery & Execution
Work with various partners to determine business and technology capabilities, coordinate cross functional optimization efforts required to activate the target state journeys
As business lead / journey lead, responsible for leading multiple large, complex, multi‑year business transformation initiatives. Heads projects of considerable risk and complexity; develops project rollout strategies
Responsible for defining and prioritizing the Journey EPICs and Features including business outcomes and acceptable criteria
Represent business throughout development stage and lead Business/User acceptance testing (UAT)
Participate in PI Planning, Iteration Reviews, System Demos, for each of the products and orchestrate the E2E journey
Support teams in problem solving complex issues, proactively addressing key risks and serve as escalation point for key issues
Ensure delivery addresses applicable legal, compliance regulatory and internal policy requirements
Report status updates to respective governance committees and direct project teams to ensure deadlines and objectives are met
Stakeholder Management & Communication
Proactively engage senior stakeholders to understand business and advisor needs and provide transparency of roadmap and execution progress for their journey
Effectively communicate with peers and senior management teams in Richardson Wealth and iA Wealth and across other internal partners in a clear, compelling and concise manner, and influence with key insights, ideas and strategies
Escalate and keep executive sponsors and stakeholders informed of key issues, risks and interdependencies
Build and manage relationships with key partners at all levels, including effectively engaging senior executives
Build relationships with relevant external partners (e.g. technology companies, service providers) to keep abreast of innovation development, influence roadmaps to align with Richardson Wealth and iA Wealth needs and obtain support to resolve issues
Manages strategic partner relationships with third party product providers
Change Management & Adoption
Responsible for change management strategy. Partner with various teams for planning and execution including Advisor Experience and Growth, communication, training, branding, marketing and support
Deploy change management and communication tactics that ensures the changes are understood throughout the organization and effective change leadership is deployed to the impacted Richardson Wealth and iA Wealth stakeholders
Ensure written and verbal communications are tailored based on audience and situation to maximize buy‑in and establish productive working relationships
Mitigate risks associate with major changes to critical processes and platform supporting the client, advisor and employee journey
Accountable for adoption and ongoing management of the advisor, client and employee experience
Skills & Qualifications
10+ years of relevant digital strategy and delivery experience
Degree in Business or Marketing, MBA preferred
Strong understanding of the Wealth Management industry trends and regulatory environment with a strategic mindset
Experience participating in agile ceremonies, managing EPIC/Features plan, tracking team level metrics, removing blockers
P&L management experience with demonstrated history of driving profitable product/program adoption and growth
Planning and organizational skills with a strong ability to work in a fast‑paced environment and manage multiple deadlines and priorities, ability to manage functional programs independently
Experience working in both a technical and business context is an asset; able to translate business concepts into easy‑to‑understand technical language
Strong coordination skills across multiple stakeholders and departments
Strong interpersonal skills with ability to form strong working relationships
Strong ability to present complex ideas, address possible objections and persuade others, often at higher levels, to adopt a different point of view
Ability to deal with and influence individuals at all levels of the organization, along with vendors and consultants
Exhibits and encourages a positive and proactive approach toward change and ongoing development
Must have the ability to change direction quickly with a strong understanding of change management
Superior communication and facilitation skills
Excellent English and French language skills, both oral and written due to frequent interactions with English and French‑speaking colleagues or internal partners across Canada
Robust presentation, documentation and analysis experience
Works well with team and as a sole contributor
Superior problem solving and critical thinking
Solves unique and complex problems that have a significant impact on clients and company operations
Demonstrates conceptual and innovative thinking when formulating solutions
Salary & Benefits
The expected annualized base salary range for this role is $94,500-$115,500.
The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity.
Richardson offers a competitive total rewards package in addition to the base pay, which includes a performance‑based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.
Why Apply
Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self‑driven, and client‑centric? If so, we’re ready to invest in you.
Equity, Diversity & Inclusion
Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.
#J-18808-Ljbffr
A leading wealth planning firm in Winnipeg is seeking an experienced professional to provide tax, financial, and estate planning services for high-net-worth clients. Responsibilities include leading seminars, collaborating on complex strategies, and contributing to the delivery of wealth planning support. Ideal candidates will have over 10 years of planning experience, strong problem-solving abilities, and the ability to work both independently and in teams. Professional Accounting Designation is required. #J-18808-Ljbffr
A leading wealth management firm in Toronto is seeking a Senior Digital Client Journey Owner to develop and implement digital strategies that enhance the client experience. The role involves owning the digital client journey, conducting market research, and leading cross-functional teams to optimize service delivery. Candidates should have over 10 years of digital strategy experience, a strong grasp of the Wealth Management landscape, and excellent bilingual communication skills. This position offers a competitive salary and benefits package. #J-18808-Ljbffr
Job Description
Posted Monday, March 16, 2026 at 4:00 a.m.
About Us
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.
Position Overview
The Senior Digital Client Journey Owner is responsible for owning the client journey including strategy, financial measurement and management, market and user research, journey optimization (e.g. experience redesign), journey orchestration and agile delivery and execution. Responsible to develop and implement an industry-changing digital strategy for Richardson Wealth that will enable the firm to deliver an unmatched, seamless digital experience for clients and advisors and find new ways to serve clients, integrate digital touchpoints and channels to improve operational efficiencies and attract the next generation of client, advisor and employee with flexible options for engagement.
The Senior Digital Client Journey Owner is defined as the comprehensive digital solution to interact across the complete Wealth Management value chain between client, advisor and head office. It includes experiences such as: Client Portal & Mobile App, client reporting and client-focused dashboards for Advisor, Employee & Client, integration, workflow & business rules required to support the client journey.
This is an existing vacancy.
Duties and Responsibilities
Strategy, Business Cases & Financial Management
Establish the Client Digital Journey vision including the integration model with advisor and head office and supporting strategy that will deliver target business outcomes and best in class digital experiences
Decompose business goals to identify strategic opportunities and establish a roadmap centered around MVP defining short, medium and long-term objectives in collaboration with various product owners
Develop the business case by defining and measuring OKRs. Ultimately accountable for key results of the journey.
Manage key metrics and revenues and costs, applying a test and learn approach to optimize performance and return on investment for journeys, experiences and feature enhancements
Responsible for total cost of ownership of journey in collaboration with partners
Journey Research & Design
Represent the voice of clients and work with advisors to understand their evolving needs to engage with clients and grow their businesses.
Responsible for multipronged research practice, combining qualitative research data and journey metrics, identifying opportunities for design and orchestration and monitoring and measuring performance. Examples include research, creation of a journey map, establishing journey-analytics capabilities, conducting customer-listening or voice-of-customer research and analysis and reporting of data and insight
Lead journey design activities including prioritization of design work, design thinking and ideation. Work with partners on prototyping, testing and iteration and ensure all stakeholders are engaged throughout.
Actively conduct market intelligence to understand competing offers, trends in the marketplace and emerging investment solutions and related technologies delivering business value
Define target client journey and experiences and ensure they are evergreen on an ongoing basis
Evolve advisor, client and operational experience design with process efficiency including optimizing processes as needed and maintenance of process documentation across journey teams
Provide thought leadership and identify, interpret, and capitalize on client and advisor trends and new technologies that contribute to the overall evolution of the digital platforms and omnichannel experiences with a digital-first, customer-centric mindset
Lead regular meetings with executives, advisors and head office teams to monitor performance, identify unmet needs, emerging risks and opportunities
Agile Delivery & Execution
Work with various partners to determine business and technology capabilities, coordinate cross functional optimization efforts required to activate the target state journeys
As business lead / journey lead, responsible for leading multiple large, complex, multi-year business transformation initiatives. Heads projects of considerable risk and complexity; develops project rollout strategies
Responsible for defining and prioritizing the Journey EPICs and Features including business outcomes and acceptable criteria
Represent business throughout development stage and lead Business/User acceptance testing (UAT)
Participate in PI Planning, Iteration Reviews, System Demos, for each of the products and orchestrate the E2E journey
Support teams in problem solving complex issues, proactively addressing key risks and serve as escalation point for key issues
Ensure delivery addresses applicable legal, compliance regulatory and internal policy requirements
Report status updates to respective governance committees and direct project teams to ensure deadlines and objectives are met
Stakeholder Management & Communication
Proactively engage senior stakeholders to understand business and advisor needs and provide transparency of roadmap and execution progress for their journey
Effectively communicate with peers and senior management teams in Richardson Wealth and iA Wealth and across other internal partners in a clear, compelling and concise manner, and influence with key insights, ideas and strategies
Escalate and keep executive sponsors and stakeholders informed of key issues, risks and interdependencies
Build and manage relationships with key partners at all levels, including effectively engaging senior executives
Build relationships with relevant external partners (e.g. technology companies, service providers) to keep abreast of innovation development, influence roadmaps to align with Richardson Wealth and iA Wealth needs and obtain support to resolve issues
Manages strategic partner relationships with third party product providers
Change Management & Adoption
Responsible for change management strategy. Partner with various teams for planning and execution including Advisor Experience and Growth, communication, training, branding, marketing and support
Deploy change management and communication tactics that ensures the changes are understood throughout the organization and effective change leadership is deployed to the impacted Richardson Wealth and iA Wealth stakeholders
Ensure written and verbal communications are tailored based on audience and situation to maximize buy-in and establish productive working relationships
Mitigate risks associate with major changes to critical processes and platform supporting the client, advisor and employee journey
Accountable for adoption and ongoing management of the advisor, client and employee experience
Skills & Qualifications
10+ years of relevant digital strategy and delivery experience
Degree in Business or Marketing, MBA preferred
Strong understanding of the Wealth Management industry trends and regulatory environment with a strategic mindset
Experience participating in agile ceremonies, managing EPIC/Features plan, tracking team level metrics, removing blockers
P&L management experience with demonstrated history of driving profitable product/program adoption and growth
Planning and organizational skills with a strong ability to work in a fast-paced environment and manage multiple deadlines and priorities, ability to manage functional programs independently
Experience working in both a technical and business context is an asset; able to translate business concepts into easy-to-understand technical language
Strong coordination skills across multiple stakeholders and departments
Strong interpersonal skills with ability to form strong working relationships
Strong ability to present complex ideas, address possible objections and persuade others, often at higher levels, to adopt a different point of view
Ability to deal with and influence individuals at all levels of the organization, along with vendors and consultants
Exhibits and encourages a positive and proactive approach toward change and ongoing development
Must have the ability to change direction quickly with a strong understanding of change management
Superior communication and facilitation skills
Excellent English and French language skills, both oral and written due to frequent interactions with English and French-speaking colleagues or internal partners across Canada
Robust presentation, documentation and analysis experience
Works well with team and as a sole contributor
Superior problem solving and critical thinking
Solves unique and complex problems that have a significant impact on clients and company operations
Demonstrates conceptual and innovative thinking when formulating solutions
The expected annualized base salary range for this role is $94,500-$115,500. The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity. Richardson offers a competitive total rewards package in addition to the base pay, which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.
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Why Apply
Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?
If so, we’re ready to invest in you.
Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.
#J-18808-Ljbffr
About Us
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.
Position Overview
Reporting to the firm's Designated Supervisor of Managed Accounts & Lead Portfolio Management Consultant, the Portfolio Management Consultant will be responsible for practice management and governance oversight of all Associate Portfolio Managers ("APMs") and Portfolio Managers ("PMs") at Richardson Wealth Ltd. The ideal candidate will have a strong understanding of investment markets, a strong understanding of portfolio construction methodologies, a client-service mindset, and the ability to work effectively under time constraints.
This is an existing vacancy.
Duties and Responsibilities
Articulate and promote standard methodologies with respect to discretionary portfolio management and serve as the Subject Matter Expert of the use of designated portfolio management systems.
Conduct and document formal reviews of APMs/PMs on a regular basis.
Review of quarterly Investment Policy Statement violations.
Practice management best practice recommendations and guidance.
Upcoming program and/or regulatory changes.
Contribute to the review of asset allocation mixes and asset class assumptions in Advisor and Firm model portfolios.
Ensure Portfolio Manager’s trading activities are prudent and fall within established program framework.
Creation and execution of Portfolio Management training program.
Review and approval of new APMs and PMs in our discretionary program.
Support new recruits, APM or PM recruits during onboarding; support in person.
Participate in a quarterly Managed Accounts Committee meeting to report on Advisor conduct.
Share knowledge and experience in trading/supervision platform to help aid in enhancement of our technology.
Ensuring trading activity aligns, at all times, with customer-signed Investment Policy Statements.
Monitor activity of all APMs and PMs using dedicated portfolio management systems.
Review, update and create new policies and procedures for oversight of APMs and PMs.
Perform additional duties as assigned.
Support dedicated region/branches in the Western provinces.
Qualifications
Minimum 10 years’ experience in the financial services industry.
CFA/CAIA/CIM or MBA preferred.
Strong service orientation, demonstrated through professional client interactions and high-quality service delivery.
Experience with portfolio management tools or Envestnet is an asset.
Ability to work independently with minimal supervision.
Strong attention to detail and accuracy.
Excellent organizational, interpersonal, written, and verbal communication skills.
Ability to perform effectively under time constraints and high-volume workloads.
Flexible, proactive, and a strong team player.
Salary & Benefits
The expected annualized base salary range for this role is $94,500-$115,500. The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity.
Richardson offers a competitive total rewards package in addition to the base pay (where applicable), which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.
Why Apply
Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?
If so, we’re ready to invest in you.
Equal Opportunity
Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.
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