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Richardson Wealth

Process Engineer

Toronto, ON, Canada

Pay: The expected annualized base salary range for this role $85,800-$94,500
Job type: Full-time
Apply by: Oct 28, 2026
Experience: 3+ years of experience in process improvement, business analysis, or operations, ideally within financial services or wealth management
Posting language: English
Posted: Sep 28, 2026

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Original job description

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.

The Process Engineer is responsible for driving the enhancement of business processes at Richardson Wealth to increase efficiency, productivity, quality, and the overall advisor and client experience. The Process Engineer will work closely with Operations Journey Owner and various stakeholders to assess existing processes, identify areas for improvement, and implement changes to drive operational excellence and optimal user experience for Richardson Wealth that will enable the firm to improve operational efficiencies.

This is an existing vacancy.

Key Accountabilities Include

Process Analysis and Assessment

Work with the Journey Owners to identify existing processes that need improvement through analysis, data collection, and feedback from stakeholders
Evaluate the efficiency, effectiveness, and compliance of current processes. Collaborate with cross-functional teams to gather insights into pain points and bottlenecks
Collaborate with cross-functional teams to gather insights into pain points and bottlenecks
Develop a comprehensive process improvement roadmap and prioritize process improvement initiatives based on their potential impact and feasibility
Conduct research activities to define current pain points and map ideal future experiences applying process improvement and reengineering methodologies and principles
Ensure deliverables address applicable legal, compliance regulatory and internal policy requirements
Maintain comprehensive documentation of processes, changes, and best practices

Agile Delivery & Execution

Participate in various agile ceremonies (sprint planning, daily check-ins, and weekly syncs, etc.) as the analytical engine of the team
Present sprint deliverables to leadership and incorporate feedback

Skills & Qualifications

3+ years of experience in process improvement, business analysis, or operations, ideally within financial services or wealth management
Lean Six Sigma certification (Green Belt or Black Belt) or equivalent process improvement/reengineering credential strongly preferred
Hands-on experience with process mapping and business process reengineering methodologies (e.g., DMAIC, value stream mapping)
Proficiency with process mapping and BPM tools (e.g., Visio, Salesforce, Power Platform) and familiarity with data analysis/statistical process control
Exposure to intelligent automation or RPA tools is an asset
PMP or other formal project management certification is an asset
Strong understanding of wealth management operations (account opening, transfers, money movement) is preferred
Knowledge of relevant regulatory and compliance standards in financial services (e.g., IIROC/CIRO requirements) is an asset
Strong analytical and problem-solving skills, with the ability to translate research and data into clear, actionable process designs
Proficiency in process mapping, flowcharting, and business process reengineering techniques
Data-driven decision making, with comfort using KPIs and performance metrics to validate and track improvements
Excellent stakeholder management, interviewing, and change management skills across diverse business functions
Ability to manage multiple priorities and deliver on a sprint-based cadence
Strong written and verbal communication skills, including presenting findings and recommendations to leadership
Working knowledge of regulatory, risk, and compliance considerations relevant to financial services operations
Comfort working in a fast-paced, cross-functional environment

The expected annualized base salary range for this role $85,800-$94,500

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.

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.

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More about this job

Responsibilities

Assess and map existing business processes, identify inefficiencies and compliance considerations, and develop a prioritized improvement roadmap to enhance operational efficiency and the advisor and client experience. Collaborate with journey owners and cross-functional stakeholders to implement improvements, document processes, and deliver and present work through agile sprints.

Requirements

Requires at least three years of experience in process improvement, business analysis, or operations, with financial services or wealth management experience preferred. Candidates should have strong process mapping, reengineering, analytical, stakeholder, and communication skills; Lean Six Sigma certification is strongly preferred, while project management certification and familiarity with wealth operations, regulatory requirements, and automation are assets.

Skills

Process Improvement
Business Analysis
Process Mapping
Business Process Reengineering
Lean Six Sigma
DMAIC
Value Stream Mapping
Data Analysis
Statistical Process Control
Visio
Salesforce
Power Platform
Intelligent Automation
Stakeholder Management
Change Management
Agile Delivery

Visa sponsorship

Not detected in the job text

Keywords

Process Improvement
Business Analysis
Operations
Financial Services
Wealth Management
Lean Six Sigma
Green Belt
Black Belt
DMAIC
Value Stream Mapping
Process Mapping
Business Process Reengineering
Visio
Salesforce
Power Platform
Data Analysis
Statistical Process Control
Intelligent Automation
Robotic Process Automation
PMP
Agile
Sprint Planning
KPIs
Change Management
Stakeholder Management
Account Opening
Transfers
Money Movement
CIRO
Regulatory Compliance

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