Process Engineer (Contract)

Richardson Wealth Ltd; Toronto; Hybrid; CAD 71,000 - 95,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Richardson Wealth Ltd. is seeking a Process Engineer to drive process improvements across our wealth management platform.

You will partner with the Operations Journey Owner and cross-functional teams to map current processes, identify bottlenecks, and design data-driven solutions that boost efficiency and client experience. You will participate in Agile ceremonies, develop roadmaps, ensure regulatory compliance, and maintain thorough documentation.

Qualifications

• 3+ years in process improvement, business analysis, or operations in financial services.
• Lean Six Sigma certification strongly preferred.
• Experience with process mapping and reengineering methodologies.
• Familiarity with BPM tools and data analysis concepts.
• Awareness of regulatory and compliance standards in financial services.

Responsibilities

• Collaborate with Journey Owners to identify processes needing improvement using analysis and stakeholder feedback.
• Evaluate current processes for efficiency, effectiveness, compliance and bottlenecks.
• Develop a process improvement roadmap and prioritize initiatives by impact and feasibility.
• Map current and future experiences using process reengineering principles.
• Ensure deliverables comply with regulatory and internal policy requirements.
• Maintain documentation of processes, changes and best practices.
• Participate in Agile ceremonies and present sprint deliverables to leadership.

Skills

Process mapping

Data analysis

Stakeholder management

Change management

Lean Six Sigma

Agile methodologies

Regulatory understanding

Education

Lean Six Sigma Green Belt/Black Belt

PMP certification

Tools

Visio

Salesforce

Power Platform

Job description

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
• Strong understanding of wealth management operations (account opening, transfers, money movement) is preferred
• Knowledge of relevant regulatory and compliance standards in financial services (e.g., IIROC/CIRO requirements) is an asset
• Strong analytical and problem-solving skills, with the ability to translate research and data into clear, actionable process designs
• Proficiency in process mapping, flowcharting, and business process reengineering techniques
• Data-driven decision making, with comfort using KPIs and performance metrics to validate and track improvements
• Excellent stakeholder management, interviewing, and change management skills across diverse business functions
• Ability to manage multiple priorities and deliver on a sprint-based cadence
• Strong written and verbal communication skills, including presenting findings and recommendations to leadership
• Working knowledge of regulatory, risk, and compliance considerations relevant to financial services operations
• Comfort working in a fast-paced, cross-functional environment

The expected annualized base salary range for this role is $71,000-$95,000.
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.

#LI-Hybrid

#LI-AA

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.