Vice President, Portfolio Management, Investing & Oversight
Toronto, ONRichardson Wealth Ltd
10+ YOECandidates need 10+ years in wealth management, investment platforms or portfolio roles in a regulated financial services setting, with knowledge of suitability, KYC/IPS and dealer operations. Strong executive presence and proven leadership of cross-functional digital initiatives are required.
Regulatory compliance, Leadership, IPS, Documentation, Risk management, Reporting
Wealth Digital Enablement Trainer
Toronto, ONRichardson Wealth Ltd
Candidates need advanced English and French, experience training or supporting users in wealth management or financial services, and hands-on experience with Croesus and Salesforce CRM. Strong presentation skills and an understanding of advisor workflows are also required.
Croesus, Salesforce CRM, AX360, Compass, iAssist