Job Search
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Position Overview We are seeking an individual to join our team in the Calgary 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 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 • Arrange for cour ...Read more about Branch AssistantMore
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Position Overview We are seeking an individual to join our team in the Calgary 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. The role will also include preparation of financial planning materials. Duties and Responsibilities Investment Advisor Support:• Responsible for the professional servici ...Read more about AssistantMore
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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 ...Read more about AssistantMore
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Position Overview We are seeking an individual to join our team in the Point Claire 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 an ...Read more about AssistantMore
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100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #100November 23, 2023Position Overview The Senior Payroll & Benefits Manager will provide strategic leadership and oversee all aspects of the payroll and benefits functions within Richardson Wealth. Key responsibilities include ensuring the delivery of accurate payrolls, customer-focused services, seamless management of all benefit programs, setting achievable departmental objectives, serving as a subject matter expert, and being the vital support for the success of the immediate and extended team. Duties & Resp ...Read more about Senior Payroll and Benefits ManagerMore
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100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #98November 16, 2023Position 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 ...Read more about Translation Specialist (18 Months Contract)More
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100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #93November 10, 2023Position Overview The role will entail assisting senior members of the Equity Capital Markets Team to support Richardson Wealth’s network of Investment Advisors in the area of Private Placement deal flow and settlement. The Capital Markets group is seeking a highly detailed, self-starter. One should expect to interact with both internal and external parties including Issuers, Investment Advisors and Lawyers to facilitate the distribution and settlement of private placements. Thus, they will n ...Read more about Associate, Equity Capital MarketsMore
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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 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 ...Read more about Associate Wealth PlannerMore
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Position Overview We are seeking an individual to join our team in the Calgary 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 The Analyst will work collaboratively with the professionals in the Tax and Estate Planning group, as well as Investment Advisors and Estate & Insurance Advisors, to prepare comprehensive financial plans for High Net Worth clients. Our multi-disciplinary team of experts uses an integrated approach to planning. We develop customized recommendations and strategies in an unbiased and professional manner to address the complex tax, financial, philanthropic, estate, insurance an ...Read more about Financial Planning 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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100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #73October 17, 2023Position OverviewThe Senior Training & Development Specialist will work with various Richardson Wealth departments to create, produce, deliver, and provide competency-based training programs. The role will focus on training strategy for Advisor facing initiatives. The incumbent will provide innovative and engaging learning experiences by producing a variety of training tools and resources. A key objective is to help Investment Advisor Teams build highly successful businesses by empowering them t ...Read more about Senior Training & Development SpecialistMore
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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, ...Read more about AssociateMore
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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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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 ...Read more about Case CoordinatorMore
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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 ...Read more about Case CoordinatorMore
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Position Overview Based in the Calgary office, and supporting advisor teams both locally, and throughout Western Canada and other select offices across Canada, the Marketing Account Manager is the go-to person for Richardson Wealth advisors for all things marketing related. The Marketing Account Manager excels at building strong relationships with advisor teams to provide engaging and strategic marketing consultation and planning, while coordinating marketing projects and initiatives through ...Read more about Marketing Account ManagerMore
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1055 W Hastings St, Vancouver, BC V6E 2E9, Canada ● Req #46September 5, 2023General 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, ...Read more about Associate Investment AdvisorMore
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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 We are seeking an individual to join our team in the Pointe Claire 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 a ...Read more about AssistantMore
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100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #29July 25, 2023Position 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 ...Read more about Managed Accounts, Portfolio Management SpecialistMore
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1250 Boul. René-Lévesque O, Montréal, QC H3B 4W8, Canada ● Req #22July 25, 2023Position Overview The Manager, Translation role is crucial to ensuring that Richardson Wealth / Patrimoine Richardson delivers communications of excellent quality to the French-Canadian market. As the lead manager of translation services for the firm, the primary function is to ensure timely delivery and quality control of translated documents primarily from English to French and occasionally from French to English. Additionally, this role will assist in the adherence to the firm’s French Lan ...Read more about Manager, Translation (French and English)More
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100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #27July 25, 2023Position Overview This is a 12 month contractual role. As a member of the Richardson Wealth Products and Services team, you will work on systems/platforms used by internal and external users. The Performance Analyst will monitor performance reporting in the Envestnet and work with the reconciliation team to ensure data quality is maintained Based on feedback and your own use of the application, you will proactively identify opportunities for improvement related to data quality and system fu ...Read more about Performance Reporting Analyst (Contract)More