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Position Overview The Branch Assistant’s role is to provide administrative support to the branch and display a professional manner when dealing with the investment advisors, their team members and clients. Duties and Responsibilities Administrative functions: • Receiving and processing cheque daily deposits, recording credits to client accounts and keeping clean records for audit• Printing and mailing cheques• Receiving and processing certificates deposits• Monitoring petty ...Read more about Branch AssistantMore
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Position OverviewWe are seeking an individual to join our team in the Vancouver office. As an Assistant the incumbent will contribute to growing the business by providing support to the Investment Advisor(s), ensuring high-level client service, and effective functioning of the team through administration-related tasks. Duties and ResponsibilitiesInvestment Advisor Support:• Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other int ...Read more about AssistantMore
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Position OverviewThe position supports the Risk Management and Audit team which is responsible for enterprise risk management, audit, and governance activities in alignment with the firm’s strategic priorities and risk appetite. The position will manage Executive Committee and Board reporting, oversee risk assessments and mitigation activities in conjunction with senior management, and be accountable for the production and enhancement of key risk and performance indicators. Duties and Responsibi ...Read more about Senior Manager, RiskMore
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100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #168April 10, 2024Position Overview The primary responsibility of the role is providing second level support to users on Richardson Wealth platforms through strong communication, impact analysis, problem solving, and incident management. Additionally the role will actively participate in projects ensuring successful transition of applications from projects to support. Duties and Responsibilities • Triage of second and third-level issues and manage those issues to resolution by working with interna ...Read more about Technical Analyst (Contract)More
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100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #183April 9, 2024Position OverviewThe successful candidate will be dealing with various administrative and operational issues in the support of Canadian Fee based account and U.S. RIA Business initiatives. This position will require excellent Customer Service skills in supporting and dealing with Advisors, their teams, internal operations and our external custodian. Duties and Responsibilities• Administration of fee based managed accounts including items such as: • Processing and approval of service r ...Read more about Associate, Products & ServicesMore
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1055 W Hastings St, Vancouver, BC V6E 2E9, Canada ● Req #182April 8, 2024Position OverviewThe Marketing Account Manager supports Advisors in regional British Columbia offices, Vancouver, Victoria, Comox and Sidney, as well as other select offices across Canada by coordinating marketing projects and initiatives and helps to execute marketing strategies for advisor teams. Duties and Responsibilities• Ability to manage competing demands while providing proactive marketing strategies and thought leadership for Advisor teams• Boutique Marketing management and coordi ...Read more about Marketing Account ManagerMore
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Position OverviewThe People & Culture Specialist is responsible for providing advice and operational support to aligned business managers and employees on work situations, providing a fair and transparent employee experience. This role supports multiple provinces within the assigned region and should be well versed in provincial employment laws and practices. The successful incumbent will play a key role in aligning Human Resources (“HR”) activities and initiatives with the organization’s strate ...Read more about People & Culture SpecialistMore
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Position Overview We are seeking an individual to join our team in the Calgary office. As an Associate the incumbent will contribute to growing the business by supporting to the Investment Advisor(s), ensuring high-level client service, and providing dedicated specialized administrative support on diverse assignments. Duties and Responsibilities Investment Advisor Support:• Prepare, analyze, and present reports and recommendations for clients including investment policy statements, ...Read more about AssociateMore
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100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #98March 28, 2024Position Overview The Translation Specialist will help oversee translation for Richardson Wealth (Patrimoine Richardson) by: coordinating, translating, reviewing and editing of all translation projects to ensure timely delivery and quality control. Additionally, this role will assist in the firm’s adherence to l’Office québécois de la langue française (OQLF) requirements. Duties and Responsibilities • Coordinate all aspects of translation requests from initial assessment to fina ...Read more about Translation Specialist (12 Months Contract)More
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Position Overview The Receptionist’s role is to provide administrative support to the branch and display a professional manner when dealing with the Investment Advisors, their team members and clients. This position will be full-time working Monday to Friday. The ideal candidate must be a self-starter who is looking to begin their career in the Financial industry as there may be room for growth. Duties and Responsibilities Reception functions:• Receive, greet and direct calls and cli ...Read more about ReceptionistMore
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100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #163March 21, 2024Position OverviewThe Investment Advisor will service an existing portfolio of Richardson Wealth clients who are looking for low-cost investments and advice under the National Partnership Office platform. The Investment Advisor will be moving existing Richardson Wealth clients to the National Partnership Office, providing investment advice, and working to reduce risk through proper documentation of KYC information and client interactions. Marketing and sales is required but not a focus of this ro ...Read more about Investment Advisor, National Partnership OfficeMore
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Position Overview We are seeking an individual to join our team in the Toronto office. As an Assistant the incumbent will contribute to growing the business by providing support to the Investment Advisor(s), ensuring high-level client service, and effective functioning of the team through administration-related tasks. Duties and Responsibilities Investment Advisor Support:• Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and oth ...Read more about AssistantMore
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Position Overview We are seeking an individual to join our team in the Calgary office. As an Associate the incumbent will contribute to growing the business by supporting to the Investment Advisor(s), ensuring high-level client service, and providing dedicated specialized administrative support on diverse assignments. Duties and Responsibilities Investment Advisor Support:• Prepare, analyze, and present reports and recommendations for clients including investment policy statements, ...Read more about AssociateMore
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Position Overview The IT Support Analyst is responsible for providing efficient user support and customer service by troubleshooting problems on company supported computer applications and platforms. Duties and Responsibilities • Respond to requests for technical assistance in person, phone, and electronically (VNC Remote Connection)• Diagnose and resolve technical hardware and software issues• Research questions using available information resources• Advise user on app ...Read more about IT Support AnalystMore
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Position Overview We are seeking an individual to join our team in the Ottawa office. As an Associate Investment Advisor the incumbent will contribute to grow the business by working closely with the Investment Advisor and team to help manage client relationships and client portfolios, developing new business, and ensuring a high-level of client service. Duties and Responsibilities Investment Advisor Support:• Prepare client commentaries, client review packages and investment proposals ...Read more about Associate Investment AdvisorMore
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1055 W Hastings St, Vancouver, BC V6E 2E9, Canada ● Req #133January 26, 2024Position Overview We are seeking an individual to join our team in the Vancouver office. As an Assistant, Team Coordinator the incumbent will contribute to growing the business by providing support to the Investment Advisor(s), ensuring high-level client service, and effective functioning of the team through administration-related tasks, and organizing, planning and execution of client events. Duties and Responsibilities Investment Advisor Support:• Responsible for the professional s ...Read more about Assistant, Team CoordinatorMore
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Position Overview The Estate & Insurance Advisor will support Richardson Wealth investment advisors by providing analysis of a client’s financial situation and, where appropriate, recommend insurance-based solutions. The EIA will also act as a subject matter expert and provide product and sale concept training as needed to Richardson Wealth branches and/or investment advisor teams. The EIA will report to the Vice President Insurance Services, providing clients with insurance product recommendati ...Read more about Estate and Insurance AdvisorMore
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100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #112December 15, 2023Position Overview The Advisor Services Specialist ensures a positive service experience for Advisor and Branch teams by providing exceptional support for all operational and digital platform inquiries. They are accountable for designated branch locations and will liaise and maintain relationships between the business, Advisor Service Centre (ASC) and carrying broker. Key responsibilities include responding to service inquiries from Advisor and Branch Teams, managing branch check-ins and acti ...Read more about Advisor Service SpecialistMore