Job Description

Overview

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

This position is a member of the Business Solutions team, reporting to the Senior Manager.

Duties and Responsibilities

  • Acts as the primary contact/relationship manager for a portfolio of business partners in the development and implementation of strategic directions, new business opportunities, product initiatives, and service developments
  • Consults with the business to understand its goals and objectives for a specific initiative or project and advises the business on the functionality, applicability, and usabil...

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