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iAWIS Transition Lead (contract)

Richardson Wealth Ltd

calgary, ab, Canada Full-time July 13, 2026

Opportunity Description

Position Overview

The role will be responsible for driving the strategy for the Transitions Project. You will lead the end-to-end execution and act as the primary contact for the Transitions Project. This is a 1-year contract. This is an existing vacancy.

Strategy Execution

  • Lead end-to-end execution of the transition program by collaborating with cross-functional stakeholders (PPI, Transitions, Legal, Compliance, and Sales Communications teams).
  • Operationalize processes and workflows to ensure efficient, compliant, and seamless transition delivery.
  • Champion the iAWIS strategy by driving engagement, alignment, and buy-in across leadership, management, and key stakeholders.

Operations and Support

  • Act as a primary point of contact for advisors for transition, guiding them through documentation requirements and supporting timely completion.
  • Facilitate and expedite approvals (advisor/carrie...
Full-time IT & Technology

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