Full-time

iAWIS Transition Lead (contract)

Posted by Richardson Wealth Ltd • calgary, ab, Canada

📍 calgary, ab 🕒 June 19, 2026

About the Role

Job Description
Posted Thursday, June 11, 2026 at 4:00 AM | Expires Tuesday, July 14, 2026 at 3:59 AMAbout 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 ExecutionLead end-to-end execution of the transition program by collaborating with cross-functional stakeholders (PPI, Transitions, Legal, Compliance, and Sales Communications teams).Operationalize processes and workflows to ensure efficient, compliant, a...

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