Job Search

Job Title, Keywords, Req ID
Loading...
  • 525 8 Ave SW, Calgary, AB T2P 1G1, Canada ● Req #152
    February 28, 2024
    Position Overview    The financial planner plays a supporting role in the opportunity to work with two of the largest and fastest growing teams within Richardson wealth. The role involves the creation of financial plans for High-Net-Worth clients. The incumbent will work collaboratively with the Advisor teams, alongside the Tax and Estate Department, to develop customized recommendations and strategies in an unbiased and professional manner. This opportunity allows you to grow your experience in ... More
  • 100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #151
    February 27, 2024
    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 ... More
  • 525 8 Ave SW, Calgary, AB T2P 1G1, Canada ● Req #153
    February 26, 2024
    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, ... More
  • 525 8 Ave SW, Calgary, AB T2P 1G1, Canada ● Req #141
    February 9, 2024
    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 ... More
  • 100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #143
    February 9, 2024
    Position OverviewThis role is a responsible for conducting a gap analysis of the insurance rules and regulations within the Canadian landscape and the RWISL business line. You will ensure that all applicable rules are reflected in the firm’s policy and processes. You will work with Compliance and the business to ensure that appropriate controls are in place and operating effectively with sufficient oversight and metrics for governance. You will define and codify the daily operations of the progr ... More
  • 100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #29
    February 2, 2024
    Position Overview    The incumbent will be reporting the Vice President, Managed Accounts and will be endorsed as a key member and contact within the Team.        Duties and Responsibilities    •    Act as a key contact within the Team to be able to communicate policy and procedures to and address escalations from Investment Advisor Teams•    Conduct oversight on the Portfolio Managed Program to ensure risk and investment objectives are being adhere against the Investment Policy Statement•    Ov ... More
  • 10180 101 St NW, Edmonton, AB T5J 3S4, Canada ● Req #19
    February 2, 2024
    Position Overview    We are seeking an individual to join our team in the Edmonton office. As an Associate Investment Advisor the incumbent will contribute to grow the business by working closely with the Investment Advisor(s) to help manage their portfolios, developing new business, and ensuring high-level client service.    Duties and Responsibilities    Investment Advisor Support:•    Prepare investment policy statements, portfolio evaluations, financial plans, retirement projections, client ... More
  • 100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #140
    January 31, 2024
    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 ... More
  • 343 Preston St, Ottawa, ON K1S 1N4, Canada ● Req #78
    January 29, 2024
    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 ... More
  • 1055 W Hastings St, Vancouver, BC V6E 2E9, Canada ● Req #46
    January 29, 2024
    General Overview:The ideal applicant will be an active team participant in an expanding ultra-high net worth holistic wealth management business and will be responsible for providing world-class, client-centered service in the Associate or Associate Investment Advisor role.  This individual will work as an integral part of a highly motivated team managing over $1.4 billion in client assets, all of whom understand that our clients are the cornerstone of our business and that in everything we do, ... More
  • 1055 W Hastings St, Vancouver, BC V6E 2E9, Canada ● Req #133
    January 26, 2024
    Position 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 ... More
  • 10180 101 St NW, Edmonton, AB T5J 3S4, Canada ● Req #132
    January 24, 2024
    Position Overview    The Manager, Branch Administrator fulfils a leadership role in the branch providing operational and administrative support to Advisor teams. The incumbent of this role fulfils a diverse role which includes managing branch staff, liaising with Corporate Head Office departments in Toronto, working with Branch Administrators in Richardson Wealth’s other offices located in the other provinces in Canada providing software and process related training, supporting human resources f ... More
  • 525 8 Ave SW, Calgary, AB T2P 1G1, Canada ● Req #72
    January 22, 2024
    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 ... More
  • 525 8 Ave SW, Calgary, AB T2P 1G1, Canada ● Req #71
    January 22, 2024
    Position Overview This position has responsibility to support the application process from creation of the application, through underwriting and policy delivery. This position has responsibility to service the client while the policy is in force and in preparation for policy renewals The Case Coordinator will also work closely with Estate & Insurance Advisor to provide ongoing case management and client support, including post-sale servicing. The Case Coordinator will also liaise with Investment ... More
  • 1055 W Hastings St, Vancouver, BC V6E 2E9, Canada ● Req #70
    January 22, 2024
    Position Overview This position has responsibility to support the application process from creation of the application, through underwriting and policy delivery. This position has responsibility to service the client while the policy is in force and in preparation for policy renewals The Case Coordinator will also work closely with Estate & Insurance Advisor to provide ongoing case management and client support, including post-sale servicing. The Case Coordinator will also liaise with Investment ... More
  • 100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #122
    January 15, 2024
    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 ... More
  • 1250 Boul. René-Lévesque O, Montréal, QC H3B 4W8, Canada ● Req #74
    January 15, 2024
    Position Overview    We are seeking an individual to join our team in the Montreal 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, ... More
  • 100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #21
    January 10, 2024
    Position Overview    The Business Training & Support Coordinator will work as a member of the Advisor Experience & Growth team supporting learning and development efforts. Primary responsibility is to develop and deliver customized training solutions to support retail brokerage procedures and technology across Richardson Wealth. A key objective is to help Investment Advisor Teams build highly successful businesses by empowering them to be as efficient as possible in navigating the Richardson Wea ... More
  • 100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #112
    December 15, 2023
    Position 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 ... More
  • 1250 Boul. René-Lévesque O, Montréal, QC H3B 4W8, Canada ● Req #95
    November 27, 2023
    Position Overview    We are seeking an individual to join our team in the Montreal 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 ot ... More
  • 100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #98
    November 16, 2023
    Position Overview    The Translation Specialist will provide translation for Richardson Wealth (Patrimoine Richardson) by coordinating with external translation services; and translating, reviewing and editing documents 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 assessm ... More