iAWIS Transition Lead (contract)

Richardson Wealth Ltd

📍 calgary, ab, Canada

Full-time Other-General Posted June 11, 2026

Job Description

Job Description Posted Thursday, June 11, 2026 at 4:00 AM | Expires Tuesday, July 14, 2026 at 3:59 AM

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 role will be responsible for driving the strategy for the Transitions Project. You will lead the end-to-end execution and act as the primary contact for the Transitions Project. This is a 1 year contract.

Strategy Execution

Lead end-to-end execution of the transition program by collaborating with cross-functional stakeholders (PPI, Transitions, Legal, Compliance, and Sales Communications teams).

Operationalize pro...