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
The Project Manager is responsible for delivering solutions that meet approved scope, budget, timeline, and quality standards. This includes leading detailed project planning, execution, deployment, training, and closure, while ensuring all documentation is maintained in the appropriate knowledge repositories. Client satisfaction with both the process and the project team is a key performance goal.
This role involves managing projects related to Salesforce and other enterprise platforms, ensuring that solution design and implementation align with business needs and technical standards. The Project Manager works closely with subject matter experts and stakeholders to develop and execute project plans, manage risks, and drive team alignment. Strong communication, status reporting, and issue resolution are essential. The role also involves coordinating with development and infrastructure teams to ensure project design aligns with long-term strategic goals, while supporting maintainability, knowledge transfer, and long-term supportability
Duties and Responsibilities
Planner
• Plan (in detail) project scope, schedule, budget, risk, quality (includes requirements validation/verification and all testing), resourcing, procurement and information/communications
Manager
• Manage the project planning/execution/control/deployment/warranty support/closure, resourcing, procurement, risk management, issue management and change control processes,
• Manage knowledge by applying lessons learned from other projects,
• Manage the acquisition and deployment of resources (including budget),
• Manage the project team,
• Maintain a balance between detail and the "big picture" vision of the project and the business,
• Manage Salesforce integrations (e.g. MuleSoft), following architectural best practices and handling data workloads securely and efficiently
• Manage information and document flows by prioritizing and follow-up, and
• Manage the delivery of the approved business and IT requirements and documentation,
Leader
• Lead by example (work ethic, time reporting/management, teamwork, enthusiasm and adaptability to change, etc.),
• Lead the client communication process,
• Lead by imparting a shared vision of the project's value to the business and goals/objectives, and
• Lead the project team effectively to deliver the solution in scope, in time, within budget and within the quality parameters and encourage teamwork
• Influence others to share information, resources, and time,
• Respond to client needs (spoken and implicit) and put to rest client fear/uncertainty/doubt,
• Build support for project to ensure client understands and supports final delivery
Communicator
• Communicate regular project status reports to all stakeholders,
• Communicate frequently with the client to preserve understanding of needs, priorities, and expectations,
• Communicate clear expectations and regular updates to the project team,
• Communicate with and influence multiple audiences (e.g. vendors, peers, management, etc.), and
• Communicate project issues and risks to the appropriate people and secure their timely decisions/support
Qualifications
• 5–10 years of experience in the retail brokerage marketplace
• Proven experience delivering projects on Salesforce (preferably Financial Services Cloud), with a focus on wealth management or retail brokerage workflows
• Strong understanding of Salesforce data models, including Household, Financial Account, and Client Relationship mappings
• Experience leading Salesforce integrations with core systems
• Vendor management experience and related negotiations
• Sound business and communication skills, including Board and executive interactions
• Extensive financial management skills, including status reporting and budget formulation/tracking
• Demonstrates strong time management skills and consistently meets deadlines in a dynamic environment
• Entrepreneurial mindset
• Can perform effectively with a wide degree of creativity and latitude
Education
• Undergraduate degree with preference to those with a Business Administration major
• PMP
• Graduate degree preferred
• Salesforce Administrator, Advanced Administrator, Platform App Builder, or other relevant Salesforce certifications are considered an asset.
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, we’re 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.
