Job Title

Job Description Posted Tuesday, March 31, 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 Canadas best investment advisors. Weve embarked on an exciting growth phase a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture. Position Overview Reporting to the firms Designated Supervisor of Managed Accounts & Lead Portfolio Management Consultant, the Portfolio Management Consultant will be responsible for practice management and governance oversight of all Associate Portfolio Managers (APMs) and Portfolios Managers (PMs) at Richardson Wealth Ltd. The ideal candidate will have a strong understanding of investment markets, a strong understanding of portfolio construction methodologies, a client-service mindset, and the ability to work effectively under time constraints. This is an existing vacancy. Duties and Responsibilities Articulate and promote standard methodologies with respect to discretionary portfolio management and serve as the Subject Matter Expert of the use of designated portfolio management systems. Conduct and document formal reviews of APMs/PMs on a regular basis. Review of quarterly Investment Policy Statement violations. Practice management best practice recommendations and guidance. Upcoming program and/or regulatory changes. Contribute to the review of asset allocation mixes and asset class assumptions in Advisor and Firm model portfolios. Ensure Portfolio Managers trading activities are prudent and fall within established program framework. Creation and execution of Portfolio Management training program. Review and approval of new APMs and PMs in our discretionary program. Support new recruits, APM or PM recruits during onboarding; support in person. Participate in a quarterly Managed Accounts Committee meeting to report on Advisor conduct. Share knowledge and experience in trading/supervision platform to help aid in enhancement of our technology. Ensuring trading activity aligns, at all times, with customer-signed Investment Policy Statements. Monitor activity of all APMs and PMs using dedicated portfolio management systems. Review, update and create new policies and procedures for oversight of APMs and PMs. Perform additional duties as assigned. Support dedicated region/branches in the Western provinces. Qualifications Minimum 10 years experience in the financial services industry. CFA/CAIA/CIM or MBA preferred. Strong service orientation, demonstrated through professional client interactions and high-quality service delivery. Experience with portfolio management tools or Envestnet is an asset. Ability to work independently with minimal supervision. Strong attention to detail and accuracy. Excellent organizational, interpersonal, written, and verbal communication skills. Ability to perform effectively under time constraints and high-volume workloads. Flexible, proactive, and a strong team player. The expected annualized base salary range for this role is $94,500-$115,500. The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individuals skill, experience, education and training, and the consideration of internal equity. Richardson offers a competitive total rewards package in addition to the base pay (where applicable), which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off. #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, were 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. #J-18808-Ljbffr