Senior Operational Excellence Consultant (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.

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 Senior Operational Excellence Consultant (contract role) plays a critical leadership role modernizing Richardson Wealth's core operational ecosystem. Reporting to the AVP, AI, Operations and Advisor Service, this role will actively support operational and advisor service leaders in designing, delivering, and sustaining large-scale operational change, while providing hands-on expertise in process transformation, operating model design, and execution discipline. This is an existing vacancy. The Senior Consultant (contract) plays a critical role in the ongoing transformation of Richardson Wealth's platform simplifying processes, reducing operational friction, elevating the client & advisor experience, and aligning all operational capabilities to the future-state integrated environment.

Duties & Responsibilities

• Strategy & Enterprise Leadership
• Advise on the development of a multi-year strategy to modernize operations, advisor services, and AI-enabled journeys, while ensuring alignment with enterprise priorities and regulatory requirements.
• Help define the operating model - including structure, processes, governance, and metrics - across Operations, Advisor Services, and AI/Operational Excellence.
• Support VPs, AVPs, and their teams in fostering a culture of accountability, innovation, inclusion, and continuous improvement.
• Operational Transformation & Modernization
• Support the transformation of RW's operational ecosystem into a streamlined, digitally enabled model that supports growth and efficiency.
• Champion automation, workflow digitization, AI-enabled processing, and reduction of manual touchpoints, drawing inspiration from the transformation themes in the source document
• Lead cross-functional initiatives to simplify advisor and client processes, harmonize workflows, and reduce end-to-end operational cycle times.
• Research & Journey Design
• Partner with Journey Owners and product owners to define the journey vision, strategy, and roadmap, translating business goals into short-, medium-, and long-term priorities.
• Lead a research approach that combines journey analytics, qualitative insights, voice-of-client feedback, and market intelligence to uncover opportunities and track performance.
• Support journey design activities - including prioritization, design thinking, prototyping, testing, and iteration to define and continuously refine target-state experiences.
• Agile Delivery & Execution
• Enable delivery of value across multiple teams, facilitate program-level planning & ceremonies and Drive execution, tracking & delivery performance of the target-state journeys
• Represent the business throughout development; lead UAT and participate in PI Planning, Iteration Reviews, and System Demos to orchestrate the E2E journey
• Ensure delivery meets legal, compliance, regulatory, and internal policy requirements; serve as escalation point for key risks and issues
• Stakeholder Engagement, Change Management & Adoption
• Proactively engage senior stakeholders, executives, and advisors to align on needs, provide roadmap transparency, and report on execution progress
• Build and manage relationships with internal partners and external vendors; influence third-party roadmaps to align with iA Private Wealth needs
• Own the change management strategy: partnering with communication, training, and marketing teams to drive organization-wide understanding and adoption
• Mitigate risks associated with major changes to critical processes and platforms; tailor communication to audience to maximize buy-in
• Governance, Risk & Controls
• Partner with Risk, Compliance, Legal, and Internal Audit to strengthen oversight and enhance operational resilience.
• Reporting & Analytics
• Direct operational reporting including daily dashboards, monthly regulatory submissions, fee and credit reporting, and business KPI packages.
• Strengthen data quality, operational metrics, and evidence-based decision-making.
• Develop standardized documentation, playbooks, and operating procedures.

Qualifications

• 10+ years of experience in Wealth Management operations, with deep knowledge of advisor-facing processes and dealer operations.
• Experience working with operational teams in a regulated environment (CIRO/IIROC).
• Experience driving modernization, operational transformation, or scaling operations through technology.

Skills & Abilities

• Strong understanding of wealth operations workflows including account opening, transfers, settlements, billing, and credit.
• Strategic mindset with a focus on continuous improvement and experience modernization.
• Proven track record of implementing operational excellence through processes and systems optimization in Wealth Management.
• Strong track record of inspiring and leading cross-functional teams to successful execution, advocating and leading staff through change
• Ability to engage, influence and build strong relationships with external partners with commercial relationships
• Ability to solve problems effectively by balancing various lenses - business, operations, design and technology
• Self-motivated and results-oriented individual with strong leadership, decision making, analytical and problem-solving skills
• Creative strategic thinker who is comfortable with change, ambiguity and challenges the status quo
• Possess business acumen to analyze and generate insights from OKRs as well as foundational quantitative analytical skills to size business benefits
• Ability to manage multiple priorities and tight deadlines while providing coaching and mentoring to teams.
• Expertise in operational controls, audit readiness, and risk mitigation.
• Excellent communication and stakeholder management skills.
• Highly analytical with the ability to leverage data for decision-making.

Education

• Bachelor's degree in business, Finance, Operations, or related field (required)
• Industry certifications (e.g., CSC, CPH, CIM) an asset

Specificities

• Occasional travel for business meetings
• Hybrid working model (Toronto) - 2 days in the office per week

This is a full-time, temporary contract position. The expected annualized base salary range for this role is $90, 000 - $110, 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 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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