VP, Advisor Experience & Programs

Richardson Wealth; Calgary; On-site; CAD 150,000 - 210,000; Full time

Job summary

Richardson Wealth is seeking a strategic leader to design and drive programs that elevate the advisor and client experience across the firm. You will translate business priorities into enablement, communications, and recognition experiences, partnering with Distribution Leadership to drive engagement and measurable outcomes.

In this role, you will own change management for advisor-facing initiatives, define a firm-wide communication strategy, and lead national meetings.

Qualifications

• Proven ability to partner with advisor teams and Distribution Leadership.
• Experience delivering change management for advisor-facing programs.
• Experience leading high-performing teams and driving growth.

Responsibilities

• Lead strategy, design, and continuous improvement of advisor development and training programs.
• Establish competency framework and measurement to track impact.
• Collaborate with Distribution Leadership, Compliance, Operations, and Technology.
• Own change management for advisor initiatives, including readiness and training.
• Develop firm-wide advisor communications strategy and governance.
• Plan national meetings and events to reinforce priorities and culture.
• Create reporting cadence with surveys and dashboards to surface needs.
• Scale advisor experience improvements across branches.
• Develop and execute investment firm marketing programs for advisor growth.
• Provide advisor marketing strategy to drive growth and market positioning.
• Lead Advisor CEO Council and Associate Team Council.

Skills

Partnering with advisor teams

Change management

Leadership of teams

Stakeholder management

Investment knowledge

Job description

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

Working with the SVP, Head of Advisor Experience & Growth, this role leads the development and creation of programs that elevate the advisor and client experience across the firm. The VP will design and execute strategic initiatives in support of Distribution Leadership, translating business priorities into scalable enablement, communications, and recognition experiences that drive engagement, adoption, and measurable outcomes.

This is an existing vacancy

Duties And Responsibilities

• Lead the strategy, design, and continuous improvement of advisor development and training programs, ensuring a clear curriculum from onboarding through advanced practice management
• Establish a competency framework and measurement approach (adoption, proficiency, performance outcomes) to track program impact and drive data-informed enhancements
• Partner with internal stakeholders (Distribution Leadership, Compliance, Operations, and Technology) to deliver coordinated enablement that improves advisor productivity and client outcomes
• Own change management for advisor-facing initiatives (process, platform, and policy changes), including readiness planning, field engagement, training, and post-launch reinforcement
• Define and manage a firm-wide communication strategy for the advisor channel, including message architecture, editorial calendar, multi-channel distribution, and governance
• Lead cross-functional planning for national meetings and strategic events to reinforce priorities, enable advisors, and strengthen culture—ensuring a consistent and high-impact experience
• Create a reporting and insights cadence (surveys, feedback loops, and dashboards) to surface field needs, identify risks, and inform leadership decisions
• Champion advisor experience improvements by simplifying communications and processes, and by scaling best practices across branches to improve consistency and retention
• Develop and execute investment firm marketing programs that support advisor growth (campaigns, events, and content), aligning to business priorities, target segments, and brand standards
• Provide advisor marketing support and develop marketing strategy for advisor teams to drive growth, strengthen market positioning, and improve practice-level outcomes
• Lead the Advisor CEO Council and Associate Team Council, effectively partnering across the firm to surface priorities and resolve strategic issues
• Build and scale an advisor transition team to support onboarding of new advisor teams, delivering an exceptional experience for both the team and their clients

Qualifications

• Proven track record of partnering directly with advisor teams and Distribution Leadership, building credibility through strong business acumen, consistent execution, and trusted relationship management.
• Demonstrated success leading and delivering change management initiatives for advisor-facing programs, translating strategy into clear implementation plans, communications, training, and sustained adoption.
• Experience leading and developing high-performing teams, driving business growth through scalable programs and field enablement.
• Strong influencing and stakeholder management skills, with the ability to collaborate effectively across a complex, matrixed organization.
• Solid foundation in investments and operational disciplines, including knowledge of investment products, advisor practices, and regulatory requirements.
• Deep understanding of the end-to-end operating model that supports the advisor and client experience.

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.