Toronto, Ontario, Canada · Hybrid
$61k–$70k/yr
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&…
Skills: Journey mapping, Business analysis, Stakeholder engagement, Agile delivery, User research
Vancouver, British Columbia, Canada · On-site
$40k–$65k/yr
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&…
Skills: Client relationship management, Administrative support, Event planning, Microsoft Office, Salesforce
Toronto, Ontario, Canada · On-site
$60k–$90k/yr
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&…
Skills: Financial planning, Wealth management, Canadian income taxes, Insurance strategies, Financial projections
Charlottetown, Prince Edward Island, Canada · Hybrid
$43k–$53k/yr
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&…
Skills: Administrative support, Finance industry operations, Dataphile, Microsoft Office Suite, Communication
Toronto, Ontario, Canada · Hybrid
$150k–$180k/yr
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&…
Skills: Wealth management operations, Operational leadership, Process modernization, Automation, Regulatory compliance
Toronto, Ontario, Canada · Hybrid
$50k–$61k/yr
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&…
Skills: Onboarding, Project Coordination, Wealth Management Operations, Regulatory Licensing, Client Communications
Halifax, Nova Scotia, Canada · On-site
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&…
Skills: Trade Supervision, Recruiting, Compliance Supervision, Financial Planning, Account Documentation Review
Toronto, Ontario, Canada · Hybrid
$130k–$145k/yr
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&…
Skills: Portfolio Management, Digital Product Leadership, Wealth Management, Stakeholder Management, Compliance By Design
Toronto, Ontario, Canada · Hybrid
$95k–$116k/yr
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&…
Skills: Business Analysis, Salesforce Financial Services Cloud, Requirements Elicitation, Business Process Modelling, Stakeholder Management
Montreal, Quebec, Canada · Hybrid
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&…
Skills: Insurance Administration, Case Coordination, Life Insurance Products, Customer Service, Organizational Skills
Calgary, Alberta, Canada · On-site
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&…
Skills: Strategic Planning, Change Management, Advisor Enablement, Stakeholder Management, Program Development
Toronto, Ontario, Canada · Hybrid
$95k–$130k/yr
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&…
Skills: Journey Mapping, Agile Delivery, Wealth Management Operations, Business Transformation, Stakeholder Management
Toronto, Ontario, Canada · Hybrid
$50k–$65k/yr
Position Overview Responsible for processing operational transactions and service requests accurately, efficiently, and in compliance with regulatory and service standards. Supports back-office operations by validating r…
Skills: Operational Processing, Trade Reconciliation, Data Integrity, Exception Resolution, Compliance
Toronto, Ontario, Canada · On-site
$90k–$110k/yr
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&…
Skills: Digital Enablement, Wealth Management, Instructional Design, Change Management, Workflow Mapping
Toronto, Ontario, Canada · Hybrid
$66k–$75k/yr
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&…
Skills: Retail Compliance, Trade Surveillance, Account Surveillance, Suitability Assessments, Regulatory Analysis
Calgary, Alberta, Canada · On-site
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&…
Skills: Financial Analysis, Client Service, Portfolio Evaluation, Financial Planning, Compliance Management
Toronto, Ontario, Canada · Hybrid
$95k–$105k/yr
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&…
Skills: Journey Mapping, Business Analysis, Stakeholder Engagement, Agile Delivery, User Research
Calgary, Alberta, Canada · On-site
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&…
Skills: Financial Analysis, Client Service, Portfolio Evaluation, Financial Planning, Compliance Management
Calgary, Alberta, Canada · On-site
$110k–$120k/yr
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&…
Skills: Strategy Execution, Project Management, Stakeholder Management, Operational Process Design, Wealth Management Operations
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The Journey Analyst supports journey owners by conducting market research, optimizing user journeys, and facilitating collaboration across teams to deliver digital strategy. They are responsible for documenting business needs, defining acceptance criteria, and ensuring the IT delivery team has the necessary context to execute incremental business value.
Candidates must have at least 2 years of experience as a journey or business analyst, preferably within the wealth management industry. A degree in Business or Marketing is required, along with strong coordination skills and the ability to work in complex, transformational environments.
Position Overview:
Richardson Wealth Management is on a transformation journey and want to develop and implement an industry-changing digital strategy that will enable the firm to deliver an unmatched, seamless digital experience for clients and advisors and find new ways to serve clients, integrate digital touchpoints and channels to improve operational efficiencies and attract the next generation of client, advisor and employee with flexible options for engagement.
As Journey Analyst, you will support the Journey owners with market and user research, journey optimization (e.g. experience redesign), journey orchestration and agile delivery and execution.
Strategy / Value Focus – Partners with the journey owners and key stakeholders to articulate journey vision; documents problem / opportunity and broader context; defines the desired future states using outcomes as measures of success and with a strong focus on experience and value delivery
Business Needs Discovery, Visualization, and Validation – Collaborates with journey owners and other stakeholders to identify business needs; captures / presents business needs as journey maps and visualized requirements
Stakeholder Engagement / Communication – Identifies stakeholders and ensures they are actively providing necessary inputs to teams
Knowledge Centre for the Team– Acts as the team’s central point for business / experience knowledge and ensures UX Designers, Process Engineers, Product Owners and other team members have necessary information and knowledge to complete their activities
Collaboration Facilitator – Engages the right set of staff within the team based on desired goals to facilitate collaborative working sessions
Proactive Issue Identification – self-organizes around risks / issues / blockers; raises them as soon as they are identified or appear
Continuous Improvement Support – Practices continuous improvement and is on the constant lookout for opportunities; provides and adapts to continuous feedback positively
This is an existing vacancy.
Duties & Responsibilities:
Education and Experience:
The expected annualized base salary range for this role is $60,500-$70,200.
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.
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The next generation of wealth.™
Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term. We empower our advisory teams across the country to help you build your future. Working with a Richardson Wealth advisor isn’t just about getting financial and investing guidance. It’s about building relationships. We are proudly Canadian and committed to providing you with the highest standards of client care as we work together to grow, protect, and enhance your financial wellbeing. Patrimoine Richardson est l'une des principales sociétés indépendantes de gestion de patrimoine au Canada. Nous offrons la touche personnelle d'une société boutique tout en simplifiant la complexité de votre patrimoine et en produisant des résultats dans chaque partie de votre vie, maintenant et à long terme. Nous habilitons nos équipes de conseillers à travers le pays à vous aider à bâtir votre avenir. Travailler avec un conseiller Patrimoine Richardson ne consiste pas seulement à obtenir des conseils en matière de finances et de placements. Il s'agit aussi d'établir des relations. Nous sommes fiers d'être Canadiens et nous nous engageons à vous offrir les normes les plus élevées en matière de service à la clientèle alors que nous travaillons ensemble pour faire croître, protéger et améliorer votre bien-être financier.
Offices: 100 Queens Quay East, Suite 2500, Toronto, Ontario M5E 1Y3, CA
The next generation of wealth.™
Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term. We empower our advisory teams across the country to help you build your future. Working with a Richardson Wealth advisor isn’t just about getting financial and investing guidance. It’s about building relationships. We are proudly Canadian and committed to providing you with the highest standards of client care as we work together to grow, protect, and enhance your financial wellbeing. Patrimoine Richardson est l'une des principales sociétés indépendantes de gestion de patrimoine au Canada. Nous offrons la touche personnelle d'une société boutique tout en simplifiant la complexité de votre patrimoine et en produisant des résultats dans chaque partie de votre vie, maintenant et à long terme. Nous habilitons nos équipes de conseillers à travers le pays à vous aider à bâtir votre avenir. Travailler avec un conseiller Patrimoine Richardson ne consiste pas seulement à obtenir des conseils en matière de finances et de placements. Il s'agit aussi d'établir des relations. Nous sommes fiers d'être Canadiens et nous nous engageons à vous offrir les normes les plus élevées en matière de service à la clientèle alors que nous travaillons ensemble pour faire croître, protéger et améliorer votre bien-être financier.
Offices: 100 Queens Quay East, Suite 2500, Toronto, Ontario M5E 1Y3, CA
