Richardson Wealth Ltd
A Wealth Digital Enablement Trainer at Richardson Wealth designs and delivers modern learning experiences to support financial advisors, support teams, and internal partners in maximizing digital tools and operational processes. The role involves translating complex technical concepts into practical solutions to drive platform adoption, streamline workflows, and enhance client service efficiency within the wealth management environment. This position requires collaborating with stakeholders to identify adoption barriers, develop targeted enablement strategies, and create engaging training content that aligns technology with business outcomes.
Richardson Wealth is a leading independent wealth manager in Canada that combines the personal touch of a boutique firm with the capabilities and reach of a larger organization. Through a national network of advisors it delivers tailored investment management, financial and estate planning, and other wealth services for individuals, families and institutions. Clients rely on Richardson for independent advice, personalized service, proprietary research and digital tools designed to preserve and grow wealth across generations.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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