Vice President, Portfolio Management, Investing & Oversight
Toronto, ONRichardson Wealth Ltd
10+ ansCandidates need 10+ years in wealth management, investment platforms or portfolio roles in a regulated financial services setting, with knowledge of suitability, KYC/IPS and dealer operations. Strong executive presence and proven leadership of cross-functional digital initiatives are required.
Regulatory compliance, Leadership, IPS, Documentation, Risk management, Reporting