VP of Advisor Experience and Engagement (Ontario)

VP of Advisor Experience and Engagement (Ontario)

18 Aug
|
Richardson Wealth
|
Ontario

18 Aug

Richardson Wealth

Ontario

Drive engagement in the advisor sector as Vice President of Advisor Experience at Richardson Wealth. Lead transformative programs that enhance both client and advisor satisfaction.

This vital role entails developing and executing strategic initiatives that elevate the advisor experience across Richardson Wealth. Collaborating with the Senior Vice President, you will implement comprehensive training programs, oversee change management, and develop transparent communication strategies that foster successful advisor-client interactions, all aimed at driving measurable business outcomes.

Key Responsibilities:
• Design comprehensive advisor training and improvement programs
• Establish frameworks for program effectiveness tracking




• Partner with leadership to foster advisor productivity
• Manage change implementations and associated communications
• Oversee strategic planning for advisor-focused events

Requirements:
• Proven track record in advisor relationship management
• Experience in leading effective change initiatives
• Strong stakeholder collaboration and influencing skills
• Familiarity with investment products and market practices
• Deep insight into the advisor-client engagement model

Enhance advisor experiences with strategic leadership at Richardson Wealth.
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📌 VP of Advisor Experience and Engagement (Ontario)
🏢 Richardson Wealth
📍 Ontario

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