Avp, Advisor Experience And Programs

Position Overview
Reporting to the VP National Sales Manager and Head of Advisor Experience, this role serves as a trusted right-hand partner, helping translate strategic priorities into coordinated programs and execution across the advisor network. The AVP will build and enhance advisor programs, shape the branch leadership communications strategy, and work closely with cross-functional partners to deliver firm-wide initiatives that strengthen advisor engagement, productivity, growth, and client experience.This is an existing vacancyDuties and Responsibilities
Serve as the trusted right-hand partner to the National Sales Manager and Head of Advisor Experience, translating strategic priorities into practical plans, programs, and coordinated executionLead the strategy, design, launch, and continuous improvement of advisor programs spanning onboarding, development, practice management, growth, recognition, and engagementDevelop and manage a branch leadership communications strategy, including message architecture, leadership forums, editorial planning, communication channels, and governancePartner with Distribution Leadership, Compliance, Operations, Technology, Marketing, and other functions to coordinate the execution of firm-wide initiatives across the advisor and branch networkLead change management for advisor-facing initiatives, including stakeholder alignment, readiness planning, communications, training, field engagement, launch support, and sustained adoptionSupport the strategic direction and evolution of the branch operating model, including Tier 1 compliance responsibilities, role clarity, decision rights, and effective collaboration across branch and corporate functionsCreate clear operating rhythms, decision forums, roadmaps, and accountability mechanisms to keep interdependent initiatives aligned and moving forwardEstablish measures of program adoption, advisor proficiency, engagement, and business outcomes, using feedback and insights to continuously improve deliveryLead cross-functional planning for national meetings, branch leadership forums, and strategic events that reinforce priorities and strengthen cultureChampion improvements to the advisor and client experience by simplifying communications and processes and scaling effective practices across branchesProvide leadership, coaching, and direction to team members and project partners, building the capabilities required to execute at scaleQualifications
Progressive leadership experience in roles working directly with advisors, branch leaders, and senior distribution executives, with a demonstrated ability to build trust and influence outcomesExtensive wealth management experience and a strong understanding of advisor practices, branch operations, investment products, client service, growth strategies, and the Canadian regulatory environmentProven success leading complex change in an advisor-led business model, from strategy and stakeholder alignment through implementation, adoption, and reinforcementDemonstrated experience designing and scaling advisor programs, communications, enablement, or practice-management initiatives with measurable business impactStrong strategic planning, program leadership, and execution skills, with the ability to manage multiple interdependent priorities in a complex, matrixed organizationExceptional written and verbal communication skills, including the ability to develop clear, practical messaging for branch leaders and advisorsA collaborative, hands-on leadership style, sound judgment, and the confidence to act as a trusted partner to senior leadershipAn asset for the individual to meet all applicable CIRO proficiency, experience, and registration requirements to be approved and maintain registration as a supervisorExpected Salary and Benefits
The expected annualized base salary range for this role is $190,000-$225,000. 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 (where applicable), which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.
#J-18808-Ljbffr