About the role
About Us As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.
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 & Responsibilities Investment Advisor Support:
- Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners
- Assist the Investment Advisor(s) in preparing account documentation including client reviews, presentations, correspondence, and reports, NAAF and KYC Updates
- Assist the Investment Advisor (s) in preparing client meetings, Tax Packages, Maximizer Data Integrity and other administrative tasks assigned.
Client Service
- Foster and support client relationships
- Respond to requests for information from clients.
- Investigate and resolve inquiries related to accounts.
- Request information and documentation from clients to open accounts and keep client files up to date.
- Follow up on client trades to ensure proper settlement and delivery.
Administration
- Maintain expense records and spreadsheets.
- Filing and general administrative office duties as required.
- Adhere to professional practices and standards, as well as internal processes and controls.
Skills & Qualifications
- Superior client relationship management skills
- Demonstrate a professional and friendly manner.
- Excellent verbal and written communication skills in English
- Relevant experience in the financial sector and/or administrative experience
- Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint and Outlook
- Experience with Client Relationship Management (CRM) systems such as Maximizer
- Strong organizational skills
- Meticulous attention to detail
- Ability to prioritize, multitask, work within time constraints and follow-up.
- Ability to work in a team environment.
- Ability to quickly learn new technologies and programs.
Education
- Post-secondary education
- Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) is an asset.
Why Apply Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?
If so, we’re ready to invest in you.
Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process. We are a proud partner of Pride at Work Canada.
About Richardson Wealth
Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term.
Operating under the Richardson Wealth brand is RF Capital Group Inc., a TSX-listed (TSX: RCG) wealth management-focused company.
We empower our advisory teams across the country to help you build your future. Working with a Richardson Wealth advisor isn’t just about getting financial and investing guidance. It’s about building relationships.
We are proudly Canadian and committed to providing you with the highest standards of client care as we work together to grow, protect, and enhance your financial wellbeing.
Patrimoine Richardson est l'une des principales sociétés indépendantes de gestion de patrimoine au Canada. Nous offrons la touche personnelle d'une société boutique tout en simplifiant la complexité de votre patrimoine et en produisant des résultats dans chaque partie de votre vie, maintenant et à long terme.
Le Groupe Capital RF inc. exerce ses activités sous la marque Patrimoine Richardson, une société de gestion de patrimoine cotée à la Bourse de Toronto (TSX : RCG).
Nous habilitons nos équipes de conseillers à travers le pays à vous aider à bâtir votre avenir. Travailler avec un conseiller Patrimoine Richardson ne consiste pas seulement à obtenir des conseils en matière de finances et de placements. Il s'agit aussi d'établir des relations.
Nous sommes fiers d'être Canadiens et nous nous engageons à vous offrir les normes les plus élevées en matière de service à la clientèle alors que nous travaillons ensemble pour faire croître, protéger et améliorer votre bien-être financier.
About the role
About Us As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.
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 & Responsibilities Investment Advisor Support:
- Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners
- Assist the Investment Advisor(s) in preparing account documentation including client reviews, presentations, correspondence, and reports, NAAF and KYC Updates
- Assist the Investment Advisor (s) in preparing client meetings, Tax Packages, Maximizer Data Integrity and other administrative tasks assigned.
Client Service
- Foster and support client relationships
- Respond to requests for information from clients.
- Investigate and resolve inquiries related to accounts.
- Request information and documentation from clients to open accounts and keep client files up to date.
- Follow up on client trades to ensure proper settlement and delivery.
Administration
- Maintain expense records and spreadsheets.
- Filing and general administrative office duties as required.
- Adhere to professional practices and standards, as well as internal processes and controls.
Skills & Qualifications
- Superior client relationship management skills
- Demonstrate a professional and friendly manner.
- Excellent verbal and written communication skills in English
- Relevant experience in the financial sector and/or administrative experience
- Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint and Outlook
- Experience with Client Relationship Management (CRM) systems such as Maximizer
- Strong organizational skills
- Meticulous attention to detail
- Ability to prioritize, multitask, work within time constraints and follow-up.
- Ability to work in a team environment.
- Ability to quickly learn new technologies and programs.
Education
- Post-secondary education
- Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) is an asset.
Why Apply Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?
If so, we’re ready to invest in you.
Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process. We are a proud partner of Pride at Work Canada.
About Richardson Wealth
Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term.
Operating under the Richardson Wealth brand is RF Capital Group Inc., a TSX-listed (TSX: RCG) wealth management-focused company.
We empower our advisory teams across the country to help you build your future. Working with a Richardson Wealth advisor isn’t just about getting financial and investing guidance. It’s about building relationships.
We are proudly Canadian and committed to providing you with the highest standards of client care as we work together to grow, protect, and enhance your financial wellbeing.
Patrimoine Richardson est l'une des principales sociétés indépendantes de gestion de patrimoine au Canada. Nous offrons la touche personnelle d'une société boutique tout en simplifiant la complexité de votre patrimoine et en produisant des résultats dans chaque partie de votre vie, maintenant et à long terme.
Le Groupe Capital RF inc. exerce ses activités sous la marque Patrimoine Richardson, une société de gestion de patrimoine cotée à la Bourse de Toronto (TSX : RCG).
Nous habilitons nos équipes de conseillers à travers le pays à vous aider à bâtir votre avenir. Travailler avec un conseiller Patrimoine Richardson ne consiste pas seulement à obtenir des conseils en matière de finances et de placements. Il s'agit aussi d'établir des relations.
Nous sommes fiers d'être Canadiens et nous nous engageons à vous offrir les normes les plus élevées en matière de service à la clientèle alors que nous travaillons ensemble pour faire croître, protéger et améliorer votre bien-être financier.