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

We are seeking a highly motivated and experienced Senior Manager in Change Management, to join our Process Re-engineering Team and to guide transformational initiatives across the Richardson Wealth organization. The ideal candidate will have a proven track record of leading complex change efforts in financial services and will partner with stakeholders - ranging from front office advisors to executive leadership - to build readiness, drive adoption, and deliver measurable value. Responsibilities include developing strategic change plans, coaching sponsors, managing communications and training, and embedding continuous improvement in our change approach.

Duties and Responsibilities

Change Strategy & Vision

• Lead the development and rollout of change management strategies aligned with organizational objectives and project roadmaps.
• Establish change governance frameworks and change champions to support large-scale transformation (e.g. digital transformation, CRM upgrades, regulatory changes)
• Build best practices and keep Organizational Change Management (OCM) processes current.
• Act as change management coaches/consultants to the organization.

Stakeholder & Sponsor Management

• Build strong relationships with executive sponsors and cross-functional partners; communicate the vision and benefits of change in a way that resonates across roles and risk appetites.
• Serve as a trusted change management consultant and corresponding escalation point during project implementation.

Impact Assessment & Readiness

• Conduct comprehensive impact analyses across people, process, and technology domains.
• Gauge change readiness and anticipate resistance; develop mitigation plans.

Communications & Engagement

• Design and execute communication plans with targeted messaging, channels, and frequency.
• Collaborate on job aids, FAQs, training content, and toolkits tailored for advisor and corporate teams.
• Manage change-related risks (e.g. advisor pushback, service disruptions, reputational risks)

Training & Adoption

• Lead development and partner with the Advisor Experience Training & Development Team to design training programs, including e-learning, workshops, and just-in-time tools.
• Support business leaders in reinforcement plans to ensure sustained adoption and behaviors.

Measurement & Continuous Improvement

• Define, track and monitor success metrics (adoption, usage, satisfaction).
• Incorporate feedback and lessons learned to optimize success and minimize disruption.

Qualifications

• 10+ years in change or program management within financial services, including 3+ years in a people-focused leadership role.
• Proficient in change methodologies (e.g., Prosci, ADKAR).
• Strong understanding of wealth management tools, especially CRM (e.g. Salesforce).
• Excellent stakeholder management and executive-level coaching skills.
• Exceptional Communication and influence skills.
• Strong analytical and problem solving skills (e.g. assess change impact, interpreting feedback and using data to adjust strategy)
• Experience leading cross-functional teams in hybrid environments, fostering collaboration across business, compliance, and technology.

Nice-to-have

• Prosci Certified Change Practitioner, PMP, or equivalent
• Familiarity with change measurement dashboards (e.g., via PowerBI or Tableau).

#LI-Hybrid

Why Apply:
Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?

If so, we’re ready to invest in you.

Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.