Jobs at Richardson Wealth

Supports investment advisors by preparing client reports, financial plans, portfolio evaluations, retirement projections, investment proposals, and financial models. Executes transactions, analyzes industry and macroeconomic data, responds to client inquiries, attends meetings, and maintains account documentation and compliance standards. Provides proactive client service while managing administrative responsibilities and learning relevant technologies.

Provides executive-level administrative support to two senior leaders by managing complex calendars, travel, expenses, meetings, presentations, communications, events, reminders, and confidential information. The role coordinates stakeholders, supports leadership initiatives and social media activities, maintains organizational processes, and proactively improves efficiency. Requires strong communication, organization, discretion, relationship-building, prioritization, and proficiency with Microsoft Office, Teams, SharePoint, and AI tools.

Leads advisor programs, branch leadership communications, change management, and cross-functional execution across a national wealth management network. Partners with senior distribution leaders and corporate functions to improve advisor engagement, productivity, growth, compliance, and client experience. Establishes operating rhythms, governance, roadmaps, adoption metrics, and accountability mechanisms while leading strategic meetings, forums, initiatives, and team development.

Manages account data and trading operations for managed accounts. Implements model changes, reconciles custodial and trading-platform data, resolves discrepancies, processes service requests, debits, and foreign-exchange conversions. Conducts post-trade reviews, audits holdings against model weights, supports advisors, troubleshoots inquiries, and escalates issues. Requires managed-account experience, strong client service, attention to detail, organization, communication skills, and the ability to work independently under high-volume time constraints.

Supports investment advisors and clients through account opening, client information updates, money movement, transaction follow-up, documentation, meeting preparation, reporting, and administrative coordination. Provides professional service by phone and email, maintains accurate Salesforce records, collaborates with clients and external professionals, and manages multiple priorities while ensuring efficient workflows and timely completion of brokerage-related processes.

Administer multi-provincial payroll and employee benefits for approximately 900 employees, including Quebec payroll, commissions, deductions, remittances, reconciliations, statutory reporting, year-end activities, retirement plans, vendor coordination, and employee inquiries. The role ensures data accuracy, legislative compliance, audit readiness, and process improvement while supporting benefits renewals, communications, and HR initiatives.

Supports investment advisors by handling client communications, preparing account documentation, responding to account inquiries, collecting client information, following up on trade settlement, maintaining expense records, and performing general administrative duties. The role requires strong client service, communication, organization, attention to detail, Microsoft Office proficiency, CRM experience, and post-secondary education.

Prepare comprehensive financial plans and projections for high-net-worth clients, including net worth, cash flow, income tax, insurance, and advanced planning strategies. The Financial Planner gathers client information, analyzes alternative solutions, reviews plans for accuracy, communicates recommendations, develops tax and financial planning strategies, and creates educational materials while supporting Investment Advisors.

Supports investment advisors through client service, account documentation, correspondence, reports, trade follow-up, account inquiries, record maintenance, expense tracking, spreadsheets, filing, and general office administration. The role requires strong communication, organization, attention to detail, multitasking, Microsoft Office proficiency, CRM experience, and post-secondary education.

Manage end-to-end talent acquisition, including sourcing, candidate engagement, screening, interviews, hiring-manager advising, offers, and student recruitment. Maintain candidate records and recruitment metrics in the ATS, support HRIS integrations and workflow improvements, ensure regulatory compliance, and promote inclusive hiring. Contribute to employer branding, recruitment campaigns, social media outreach, and effective use of AI tools to improve recruitment efficiency.

Supports investment advisors by providing client service, handling telephone and email inquiries, preparing account documentation, resolving account questions, collecting client information, following up on trades, maintaining expense records, and performing general administrative duties. The role requires strong organization, communication, attention to detail, Microsoft Office and CRM proficiency, and English and French fluency for Quebec-based client and business interactions.

Provides administrative, client service, and operational support to investment advisors. Responsibilities include handling client communications, preparing account documents and reports, resolving account inquiries, collecting documentation, tracking trade settlement, maintaining expense records and spreadsheets, filing, and supporting office operations. The role requires strong communication, organization, attention to detail, proficiency with Microsoft Office and CRM systems, and post-secondary education.

Supports investment advisors by preparing client reports, financial plans, portfolio evaluations, retirement projections, investment proposals, and financial models. Executes client transactions, analyzes industry and company data, delivers high-quality client service, attends meetings, manages account documentation, and adheres to financial-services compliance requirements.

Coordinates the national onboarding and transition of new high-net-worth investment advisor teams. Responsibilities include regulatory and licensing documentation, technology and site readiness, account opening, client package preparation, platform training, transition support, intranet and file maintenance, supplies, and post-onboarding follow-up. The role collaborates with branch management, IT, registrations, and operations while providing proactive, white-glove service.

Provides senior bilingual English/French support to wealth management advisors, advisor teams, and clients using client-facing systems and digital service channels. Handles complex inquiries, escalations, troubleshooting, and cross-functional issue resolution through phone and email. Delivers system training and coaching, supports digital adoption, identifies service improvements, and contributes to testing, process changes, reporting, knowledge sharing, and service readiness.

Provides administrative and client service support to investment advisors in a Toronto wealth management office. Responsibilities include handling client and partner communications, preparing account documentation and reports, responding to account inquiries, requesting and maintaining client documentation, following up on trades, maintaining expense records and spreadsheets, filing, and supporting office processes. The role requires strong communication, organization, attention to detail, Microsoft Office proficiency, CRM experience, and post-secondary education.

Leads the end-to-end digital portfolio management experience across advisor and client channels. Oversees portfolio construction, model enablement, suitability, compliance-by-design, analytics, platform integration, and operational efficiency. Partners with Investments, Advisory, Compliance, Risk, Legal, Data, Technology, and Operations to modernize workflows, improve advisor productivity, reduce exceptions, and strengthen client outcomes across Richardson Wealth and IA Private Wealth.

Supports investment advisors by handling client communications, account documentation, inquiries, trade follow-up, file maintenance, expense records, spreadsheets, and general office administration. The role emphasizes professional client service, organization, attention to detail, confidentiality, timely follow-up, and proficiency with Microsoft Office and CRM systems.

Manages insurance cases from application intake through underwriting, policy delivery, servicing, renewals, and claims. Coordinates documentation, tracks applications, follows up with insurers and clients, processes policy changes, maintains accurate records, ensures regulatory compliance, and supports policy commission reconciliation. Provides bilingual English and French client service while collaborating with advisors, insurers, accountants, lawyers, and internal partners.

Provides centralized compliance supervision and risk guidance to wealth management branches and advisor teams. Responsibilities include reviewing account documentation, trade corrections, email and social media surveillance, private placement approvals, marketing oversight, complaint management, audits, regulatory adherence, remediation planning, and compliance training. The role serves as a first-level escalation point, supports complex accounts, maintains procedures, and collaborates with cross-functional stakeholders to strengthen compliance execution across the region.