The next generation of wealth.™
Toronto, Ontario
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. 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. 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.
On-site · Toronto
Oversee regional compliance execution, including account approvals, trading corrections, surveillance, marketing reviews, complaint resolution, and escalation of compliance issues. Advise and coach branch and advisor teams, support audits and training, maintain procedures, and collaborate with internal stakeholders on risk controls and compliance initiatives.
Hybrid · Toronto
The Associate Vice President of Operations leads and modernizes the core operational ecosystem, ensuring regulatory compliance and service consistency across the organization. This role drives digital transformation, process simplification, and operational excellence to support the firm's growth and advisor-centric culture.
Hybrid · Toronto
The Team Lead oversees account transfer processes, manages escalations, and ensures departmental service level agreements are met. They are also responsible for training new employees and maintaining standard operating procedures to improve departmental efficiency.
Hybrid · Toronto
The incumbent is responsible for processing incoming and outgoing account transfers while maintaining regulatory compliance and service level agreements. They will also manage communication with branches and operational groups to ensure efficient resolution of transfer-related issues.
On-site · Toronto
The Payroll and Benefits Specialist is responsible for the accurate, full-cycle processing of multi-provincial payroll for over 900 employees. Additionally, the role manages day-to-day benefits and retirement plan administration, including vendor coordination and regulatory reporting.
On-site · Edmonton
Provide comprehensive administrative support to investment advisors, including documentation processing and client meeting preparation. Maintain accurate client records and ensure effective day-to-day practice operations through proactive communication and process management.
Hybrid · Toronto
The Associate will support Investment Advisors by preparing financial reports, managing account documentation, and ensuring high-level client service. They are responsible for trading support, tax-related administrative tasks, and maintaining proactive communication with clients.
Hybrid · Calgary
The Senior Bilingual Advisor & Client Support Specialist provides expert bilingual support for digital systems and resolves complex service inquiries for advisors and clients. This role acts as a liaison between internal teams and users to ensure effective issue resolution, system adoption, and a high-quality service experience.
On-site · Calgary
The Advisor & Client Support Specialist provides bilingual support to advisors and clients by resolving inquiries, navigating digital tools, and documenting service issues. They are responsible for triaging complex matters and ensuring consistent, professional service delivery across phone and email channels.
On-site · Calgary
The Associate will support investment advisors by preparing client materials, managing portfolios, and executing trades. They are also responsible for delivering exceptional client service, maintaining accurate records, and ensuring compliance with regulatory standards.
On-site · Montréal
The associate will support investment advisors by preparing financial reports, analyzing client portfolios, and formulating investment strategies. Additionally, they will manage administrative tasks, ensure regulatory compliance, and provide high-quality service to wealth management clients.
Hybrid · Toronto
The Onboarding Support Coordinator manages the planning and execution of onboarding new high net worth Investment Advisor teams on a national scale. This role involves coordinating regulatory documentation, technology setup, and providing on-site support during team transitions.
Hybrid · Toronto
The role involves conducting daily and monthly AML transaction oversight and account reviews to ensure regulatory compliance. It also requires providing guidance to branch management and supporting the enhancement of the firm's AML program.
On-site · Toronto
The assistant will provide administrative support to investment advisors and ensure high-level service for clients. Responsibilities include managing documentation, handling client inquiries, and maintaining office records.
On-site · Calgary
The Assistant will provide administrative support to Investment Advisors, including preparing account documentation and managing client correspondence. They are also responsible for fostering client relationships, resolving account inquiries, and ensuring accurate record-keeping.
On-site · Toronto
The Relationship Specialist acts as a trusted partner to provide operational support and service delivery for investment advisors and their teams. They are responsible for troubleshooting issues, managing service processes, and ensuring compliance while maintaining high client-centric standards.
On-site · Toronto
The Credit Officer monitors, reviews, and approves daily retail credit requests and transactions while ensuring compliance with regulatory requirements and firm policies. They are responsible for administering various financial transactions including wire transfers, security withdrawals, and journal entries.
On-site · Vancouver
The incumbent will provide administrative support to Investment Advisors, including managing calendars, processing expenses, and preparing account documentation. Additionally, they will foster client relationships, resolve inquiries, and assist in the coordination of marketing and client events.
On-site · Toronto
The Financial Planner supports Investment Advisors by preparing comprehensive financial plans and projections for high-net-worth clients. They work directly with clients to translate complex financial situations into practical action plans and educational materials.
On-site · Halifax
The Branch Manager is responsible for supporting advisors and their teams while managing the day-to-day operations of the branch. Key duties include executing firm initiatives, recruiting advisor teams, and overseeing trade and compliance supervision.
