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About the Role

This role leads the development and creation of programs that elevate the advisor and client experience across the firm, designing and executing strategic initiatives to support Distribution Leadership and drive engagement, adoption, and measurable outcomes.

Responsibilities

• Lead the strategy, design, and continuous improvement of advisor development and training programs, ensuring a clear curriculum from onboarding through advanced practice management.
• Establish a competency framework and measurement approach to track program impact and drive data-informed enhancements.
• Partner with internal stakeholders to deliver coordinated enablement that improves advisor productivity and client outcomes.
• Own change management for advisor-facing initiatives, including readiness planning, field engagement, training, and post-launch reinforcement.
• Define and manage a firm-wide communication strategy for the advisor channel.
• Lead cross-functional planning for national meetings and strategic events.
• Create a reporting and insights cadence to surface field needs, identify risks, and inform leadership decisions.
• Champion advisor experience improvements by simplifying communications and processes, and by scaling best practices across branches.
• Develop and execute investment firm marketing programs that support advisor growth.
• Provide advisor marketing support and develop marketing strategy for advisor teams to drive growth, strengthen market positioning, and improve practice-level outcomes.
• Lead the Advisor CEO Council and Associate Team Council, effectively partnering across the firm to surface priorities and resolve strategic issues.
• Build and scale an advisor transition team to support onboarding of new advisor teams, delivering an exceptional experience for both the team and their clients.

Requirements

• Proven track record of partnering directly with advisor teams and Distribution Leadership, building credibility through strong business acumen, consistent execution, and trusted relationship management.
• Demonstrated success leading and delivering change management initiatives for advisor-facing programs, translating strategy into clear implementation plans, communications, training, and sustained adoption.
• Experience leading and developing high-performing teams, driving business growth through scalable programs and field enablement.
• Strong influencing and stakeholder management skills, with the ability to collaborate effectively across a complex, matrixed organization.
• Solid foundation in investments and operational disciplines, including knowledge of investment products, advisor practices, and regulatory requirements.
• Deep understanding of the end-to-end operating model that supports the advisor and client experience.

Location

• Canada

Work Type

• Full-time

About the Company

• 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.

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.