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 role will be responsible for driving the strategy for the Transitions Project. You will lead the end-to-end execution and act as the primary contact for the Transitions Project. This is a 1 year contract.
This is an existing vacancy.
Strategy Execution
- Lead end-to-end execution of the transition program by collaborating with cross-functional stakeholders (PPI, Transitions, Legal, Compliance, and Sales Communications teams).
- Operationalize processes and workflows to ensure efficient, compliant, and seamless transition delivery.
- Champion the iAWIS strategy by driving engagement, alignment, and buy-in across leadership, management, and key stakeholders
Operations and Support
- Act as a primary point of contact for advisors for transition, guiding them through documentation requirements and supporting timely completion.
- Facilitate and expedite approvals (advisor/carriers/contracts) within APEXA, ensuring adherence to established timelines and standards. Sign off on book-of-business transfer requests
- Deliver responsive, high-quality support by addressing advisor inquiries promptly and effectively, contributing to a positive transition experience.
- Develop, maintain, and continuously enhance key documents (e.g., Advisor Packages, Roles & Responsibilities etc.) in partnership with cross-functional stakeholders to ensure accuracy and relevance.
- Monitor iAWIS mailbox daily to answer Advisor queries, engage stakeholders if needed.
- Act as iAWIS’ AMF contact and AMF Assistant Correspondent.
Qualifications
- Demonstrated experience in a similar role in either insurance or wealth operations providing support to Advisors
- Excellent communication and interpersonal skills
- Demonstrated passion for the financial services industry
- Strong proficiency in French (written and verbal) is highly advantageous
- Ability to work collaboratively as well as autonomously
- Act as iAWIS’ AMF contact and AMF Assistant Correspondent.
The expected annualized base salary range for this role is $110,000 - $120,000 .
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.
#LI-Hybrid
#LI-RS
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.
