iAWIS Transition Lead (contract)

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 sea...