Teams at Richardson Wealth

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.