Business Implementation Consultant

Business Implementation Consultant (contract)
Job Description

Posted Friday, August 21, 2026 at 4:00 AM | Expires Tuesday, September 22, 2026 at 3:59 AM

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:

As a Business Implementation Consultant at Richardson Wealth (RWL), you will play an integral role in delivering key projects by developing and executing end-to-end business implementation plans. This includes establishing governance, assessing stakeholder impacts, managing risks, developing communications and resources, and supporting adoption metrics.

This role requires strong change leadership, communication, analytical, and stakeholder engagement skills, with close collaboration across internal partners to deliver strategic initiatives.

To thrive, you bring a strategic mindset, hands‑on execution skills, and experience in change and project delivery. You are a confident communicator who influences senior stakeholders, aligns cross-functional teams, and manages multiple priorities in a fast-paced environment.

Existing vacancy. Contract until December 2027.

Duties and Responsibilities:

Strategic Planning, Impact Assessment & Execution

• Lead the development and execution of comprehensive business implementation plans to ensure seamless delivery of strategic initiatives, while enhancing advisor and client experiences.
  Drive business implementation strategies that increase benefits realization and value creation.
• Apply structured methodology for all activities, leveraging established frameworks.
• Collaborate with key partners (e.g., Journey Owners, Operations, Compliance, Technology) and the management team to understand the change impact of business initiatives to key stakeholders including but not limited to advisors, assistants, clients, and employees.
• Identify potential risks and develop mitigation strategies.
  Leverage data-driven insights to inform strategic priorities, and guide decision-making.

Business Enablement

• Committed to understanding the unique business needs of the independent advisor to appreciate how to best support them.
  Oversee communication content planning to ensure clear articulation of strategic alignment, project initiatives, and the impact to stakeholders.
• Partner with teams to develop training support materials to support strategic initiatives.
• Monitor and analyze the effectiveness of business support materials.
  Collaborate with stakeholders to align initiatives with business objectives and deliver measurable outcomes.
• Introduce innovative solutions, including AI-driven tools, to elevate content quality, and streamline workflows.
• Partner with cross-functional teams at Richardson Welath to ensure timely, and impactful delivery.

Cross-Functional Leadership

• Collaborate with multiple internal stakeholder teams to ensure alignment with enterprise strategies and approaches.
• Foster a culture of open and honest communication.
• Demonstrate strong ability to impact and influence across different groups and levels.

Performance, Governance & Reporting

• Collect, analyze, and present actionable insights and strategic recommendations for key adoption metrics to senior leadership, facilitating alignment, and informed decision-making.
• Analyze advisor and client engagement with support materials to guide content planning, and optimization efforts.
• Develop executive dashboards and performance reports to track key metrics, support strategic planning, and refine content based on data and stakeholder feedback.

Qualifications
:

• 5+ years of progressive experience in the financial services industry, with a strong advisor and client experience focus.
• Good business acumen with an understanding of wealth management operations, policies, and industry best practices.
• Highly organized, self‑motivated, and adept at managing change and competing priorities.
• Good…