Who We Are:
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 VP National Sales Manager and Head of Advisor Experience, this role serves as a trusted right-hand partner, helping translate strategic priorities into coordinated programs and execution across the advisor network. The AVP will build and enhance advisor programs, shape the branch leadership communications strategy, and work closely with cross-functional partners to deliver firm-wide initiatives that strengthen advisor engagement, productivity, growth, and client experience.
This is an existing vacancy
Duties and Responsibilities:
• Serve as the trusted right-hand partner to the National Sales Manager and Head of Advisor Experience, translating strategic priorities into practical plans, programs, and coordinated execution
• Lead the strategy, design, launch, and continuous improvement of advisor programs spanning onboarding, development, practice management, growth, recognition, and engagement
• Develop and manage a branch leadership communications strategy, including message architecture, leadership forums, editorial planning, communication channels, and governance
• Partner with Distribution Leadership, Compliance, Operations, Technology, Marketing, and other functions to coordinate the execution of firm-wide initiatives across the advisor and branch network
• Lead change management for advisor-facing initiatives, including stakeholder alignment, readiness planning, communications, training, field engagement, launch support, and sustained adoption
• Support the strategic direction and evolution of the branch operating model, including Tier 1 compliance responsibilities, role clarity, decision rights, and effective collaboration across branch and corporate functions
• Create clear operating rhythms, decision forums, roadmaps, and accountability mechanisms to keep interdependent initiatives aligned and moving forward
• Establish measures of program adoption, advisor proficiency, engagement, and business outcomes, using feedback and insights to continuously improve delivery
• Lead cross-functional planning for national meetings, branch leadership forums, and strategic events that reinforce priorities and strengthen culture
• Champion improvements to the advisor and client experience by simplifying communications and processes and scaling effective practices across branches
• Provide leadership, coaching, and direction to team members and project partners, building the capabilities required to execute at scale
Qualifications
• Progressive leadership experience in roles working directly with advisors, branch leaders, and senior distribution executives, with a demonstrated ability to build trust and influence outcomes
• Extensive wealth management experience and a strong understanding of advisor practices, branch operations, investment products, client service, growth strategies, and the Canadian regulatory environment
• Proven success leading complex change in an advisor-led business model, from strategy and stakeholder alignment through implementation, adoption, and reinforcement
• Demonstrated experience designing and scaling advisor programs, communications, enablement, or practice-management initiatives with measurable business impact
• Strong strategic planning, program leadership, and execution skills, with the ability to manage multiple interdependent priorities in a complex, matrixed organization
• Exceptional written and verbal communication skills, including the ability to develop clear, practical messaging for branch leaders and advisors
• A collaborative, hands-on leadership style, sound judgment, and the confidence to act as a trusted partner to senior leadership
• An asset for the individual to meet all applicable CIRO proficiency, experience, and registration requirements to be approved and maintain registration as a supervisor
The expected annualized base salary range for this role is $190,000-$225,000. 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 (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.
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.
