05 Oct
|
Richardson Wealth
|
Toronto
05 Oct
Richardson Wealth
Toronto
Richardson Wealth Ltd is seeking a VP, Portfolio Management, Investing &Oversight; to lead the digital portfolio experience for advisors and clients across Richardson Wealth and IA Private Wealth. The role bridges Investments, Advisory, Compliance, Operations, Data, and Tech to deliver a scalable, compliant investment platform.
Responsibilities include defining advisor workflows, digitizing model portfolio management, embedding regulatory requirements, and driving analytics and platform
📌 VP, Digital Portfolio Management & Oversight (Toronto)
🏢 Richardson Wealth
📍 Toronto