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About the Role
This role serves as a trusted partner, translating strategic priorities into coordinated programs and execution across the advisor network. The AVP will build and enhance advisor programs, shape branch leadership communications, and work with cross-functional partners to deliver firm-wide initiatives that strengthen advisor engagement, productivity, growth, and client experience.
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
Requirements
- 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
Skills
- Strategic planning
- Program leadership
- Execution skills
- Written communication
- Verbal communication
- Change management
- Stakeholder alignment
- Readiness planning
- Training
- Field engagement
- Launch support
- Sustained adoption
- Coaching
- Leadership
Location
- Canada
Work Type
- Full-time
Experience Level
- Senior
- Leadership
Salary/Compensations
- $190,000-$225,000
Benefits
- Performance-based incentive plan
- Comprehensive health & dental benefits
- Group RRSP matching plan
- Paid time off
About the Company
- Richardson Wealth is a leading Canadian wealth management organization offering the personal touch of a boutique firm with significant results.
- The company is home to top Canadian investment advisors and is undergoing a multi-year transformation to enhance its entrepreneurial, high-performing, advisor-centric culture.
- 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.
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.