iAWIS Transition Lead (contract)

Richardson Wealth Ltd•Vancouver, BC

1d•CA$110,000 - CA$120,000•Onsite

About The Position

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.

Requirements

Demonstrated experience in a similar role in either insurance or wealth operations providing support to Advisors
Excellent communication and interpersonal skills
Demonstrated passion for the financial services industry
Strong proficiency in French (written and verbal) is highly advantageous
Ability to work collaboratively as well as autonomously
Act as iAWIS’ AMF contact and AMF Assistant Correspondent.

Responsibilities

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.
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/carriers/contracts) within APEXA, ensuring adherence to established timelines and standards. Sign off on book-of-business transfer requests.
Deliver responsive, high-quality support by addressing advisor inquiries promptly and effectively, contributing to a positive transition experience.
Develop, maintain, and continuously enhance key documents (e.g., Advisor Packages, Roles & Responsibilities etc.) in partnership with cross-functional stakeholders to ensure accuracy and relevance.
Monitor iAWIS mailbox daily to answer Advisor queries, engage stakeholders if needed.
Act as iAWIS’ AMF contact and AMF Assistant Correspondent.