Home Comfort Advisor Jobs in London, Ontario, Canada
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London, Ontario, Canada
Vice President, Portfolio Management, Investing & Oversight
Top Benefits
About the role
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 VP, Portfolio Management, Investing & Oversight is accountable for the end‑to‑end digital experience that enables how portfolios are constructed, managed, monitored, and reviewed across Richardson Wealth and IA Private Wealth.
This role bridges Investments, Advisory, Compliance, Operations, Data, and Technology to deliver a modern, compliant, and scalable investment and portfolio management experience for advisors and clients. The focus is not product management of investment solutions, but rather how investment and portfolio management comes to life digitally across advisor and client journeys. The VP plays a critical leadership role in advancing the Wealth businesses’ digital strategy, improving advisor productivity, strengthening compliance‑by‑design, and elevating the client experience.
This is an existing vacancy.
Duties And Responsibilities
Digital Portfolio Experience Leadership
Own the digital investment and portfolio management experience across advisor and client channels, from proposal through ongoing portfolio management and review. Partner with key stakeholders including the Wealth Management Programs and Portfolio Advisory Services and Advisor Experience teams to define and continuously improve advisor workflows for: Portfolio construction and model selection IPS creation, alignment and suitability validation Rebalancing and ongoing portfolio maintenance Performance, risk, and fee transparency Ensure the client facing experience clearly communicates portfolio insights, performance, and progress toward goals.
Portfolio & Model Enablement
Partner with Wealth Management Programs and Portfolio Advisory Services and Advisor Experience teams to digitize model portfolio management, including: Model lifecycle governance (approvals, versioning, documentation) Change notifications and advisor workflows Embedded controls for drift, risk tolerance, and concentration Enable scalable portfolio management capabilities such as tax aware rebalancing, householding, and portfolio monitoring.
Compliance, Risk & Governance
Embed regulatory and suitability requirements directly into digital journeys, ensuring compliance by design across Richardson Wealth and IA Private Wealth.
Partner closely with Compliance, Risk, and Legal to ensure
Auditability of advice and portfolio decisions Clear evidence of client acknowledgement and disclosures Automated exception reporting and resolution workflows
Data, Insights & Analytics
Define portfolio analytics and insights delivered digitally, including risk, performance, asset allocation, and portfolio diagnostics. Partner with Data & Architecture and other key stakeholder teams to establish standards for benchmarks, security master data, pricing, and performance calculation. Leverage data to deliver actionable insights for advisors at the book and household level.
Platform Integration & Operational Efficiency
Align portfolio management workflows with trading, operations, and custody platforms to improve straight through processing and reduce manual effort.
Partner with Operations and Technology to
Reduce exceptions and NIGO rates Improve advice to execution timelines Enhance reliability and scalability of portfolio related platforms
Leadership & Stakeholder Management
Act as a senior thought partner to Wealth leadership on digital investment and portfolio strategy. Lead cross functional forums and decision making across Investments, Advisory, Technology, Compliance, Data, and Operations. Influence at the Director and VP level without direct authority, aligning diverse stakeholders around shared outcomes.
Success Measures
Increased advisor adoption of digital portfolio management tools
Reduced time to produce compliant proposals and execute portfolio changes Improved straight through processing and reduced operational exceptions Stronger alignment between portfolio risk, suitability, and client objectives Positive advisor and client experience feedback related to portfolio tools Demonstrated scalability across both Richardson Wealth and IA Private Wealth
Profile & Experience
Required Experience
10+ years of experience in wealth management, investment platforms, digital product leadership, or portfolio related roles within a regulated financial services environment. Deep understanding of portfolio management concepts, advisory workflows, and dealer operations (including suitability, KYC/IPS, and regulatory obligations). Proven experience leading cross functional digital initiatives that span business, technology, compliance, and operations. Strong executive presence with the ability to influence senior leaders and navigate complex stakeholder landscapes.
Preferable Experience
Experience within a Canadian investment dealer or private wealth firm. Exposure to model portfolios, discretionary/advisory platforms, or managed account structures. Familiarity with portfolio management, trading, or performance reporting systems. Experience modernizing legacy advisor or investment platforms at scale.
Capabilities & Leadership Attributes
Strategic thinker with a strong bias toward practical execution
Deeply client and advisor centric, focused on simplifying complex workflows Comfortable operating in ambiguity and driving clarity across competing priorities Strong governance mindset paired with modern digital thinking Collaborative leader who builds trust across first, second, and third lines
The expected annualized base salary range for this role is $130,000-$145,000.
The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity.
Richardson offers a competitive total rewards package in addition to the base pay, which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.
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.
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About Richardson Wealth
Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term.
Operating under the Richardson Wealth brand is RF Capital Group Inc., a TSX-listed (TSX: RCG) wealth management-focused company.
We empower our advisory teams across the country to help you build your future. Working with a Richardson Wealth advisor isn’t just about getting financial and investing guidance. It’s about building relationships.
We are proudly Canadian and committed to providing you with the highest standards of client care as we work together to grow, protect, and enhance your financial wellbeing.
Patrimoine Richardson est l'une des principales sociétés indépendantes de gestion de patrimoine au Canada. Nous offrons la touche personnelle d'une société boutique tout en simplifiant la complexité de votre patrimoine et en produisant des résultats dans chaque partie de votre vie, maintenant et à long terme.
Le Groupe Capital RF inc. exerce ses activités sous la marque Patrimoine Richardson, une société de gestion de patrimoine cotée à la Bourse de Toronto (TSX : RCG).
Nous habilitons nos équipes de conseillers à travers le pays à vous aider à bâtir votre avenir. Travailler avec un conseiller Patrimoine Richardson ne consiste pas seulement à obtenir des conseils en matière de finances et de placements. Il s'agit aussi d'établir des relations.
Nous sommes fiers d'être Canadiens et nous nous engageons à vous offrir les normes les plus élevées en matière de service à la clientèle alors que nous travaillons ensemble pour faire croître, protéger et améliorer votre bien-être financier.