Job Description Posted Wednesday, August 19, 2026 at 4:00 a.M. 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 Process Engineer is responsible for driving the enhancement of business processes at Richardson Wealth to increase efficiency, productivity, quality, and the overall advisor and client experience. The Process Engineer will work closely with Operations Journey Owner and various stakeholders to assess existing processes, identify areas for improvement, and implement changes to drive operational excellence and optimal user experience for Richardson Wealth that will enable the firm to improve operational efficiencies. This is an existing vacancy. Key Accountabilities Process Analysis and Assessment Work with the Journey Owners to identify existing processes that need improvement through analysis, data collection, and feedback from stakeholders Evaluate the efficiency, effectiveness, and compliance of current processes.



Collaborate with cross-functional teams to gather insights into pain points and bottlenecks Collaborate with cross-functional teams to gather insights into pain points and bottlenecks Develop a comprehensive process improvement roadmap and prioritize process improvement initiatives based on their potential impact and feasibility Conduct research activities to define current pain points and map ideal future experiences applying process improvement and reengineering methodologies and principles Ensure deliverables address applicable legal, compliance regulatory and internal policy requirements Maintain comprehensive documentation of processes, changes, and best practices Agile Delivery & Execution Participate in various agile ceremonies (sprint planning, daily check-ins, and weekly syncs, etc.) as the analytical engine of the team Present sprint deliverables to leadership and incorporate feedback Skills & Qualifications 3+ years of experience in process improvement, business analysis, or operations, ideally within financial services or wealth management Lean Six Sigma certification (Green Belt or Black Belt) or equivalent process improvement/reengineering credential strongly preferred Hands-on experience with process mapping and business process reengineering methodologies (e.G., DMAIC, value stream mapping) Proficiency with process mapping and BPM tools (e.G., Visio, Salesforce, Power Platform) and familiarity with data analysis/statistical process control Exposure to intelligent automation or RPA tools is an asset PMP or other formal project management certification is an asset Robust understanding of wealth management operations (

📌 Process Engineer (Contract) (Toronto)
🏢 Richardson Wealth
📍 Toronto