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 · Vancouver
The role provides administrative and operational support to Investment Advisors, including calendar management and document preparation. It also focuses on maintaining high-level client service and coordinating marketing events.
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 · Charlottetown
Provide administrative and reception support to the branch, including processing deposits and managing client documentation. Coordinate meetings and assist the Branch Administrator with IT setups and compliance monitoring.
Hybrid · Charlottetown
The Branch Assistant provides administrative and operational support to investment advisors and the branch team, including processing deposits and managing documentation. They also handle reception duties, coordinate meetings, and assist with office technology and supply inventory.
Hybrid · Toronto
The Associate Vice President of Operations will lead and modernize the firm's core operational ecosystem, ensuring regulatory compliance and service consistency. This role is responsible for driving digital transformation, overseeing end-to-end wealth dealer operations, and managing cross-functional teams to enhance advisor and client experiences.
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.
Hybrid · Toronto
Lead the modernization of the core operational ecosystem by designing and delivering large-scale process transformations and AI-enabled journeys. Drive execution through Agile delivery, stakeholder engagement, and the alignment of operational capabilities to a future-state integrated environment.
Hybrid · Montréal
The role involves managing the full insurance file lifecycle, including proposal submission, pricing, and policy transmission. Additionally, the coordinator provides customer support, manages policy renewals, and maintains accurate client records within administrative systems.
On-site · Toronto
Acts as a primary relationship manager for business partners to develop strategic directions and implement product initiatives. Leads business analysis activities for Salesforce Financial Services Cloud, including requirement documentation, process mapping, and supporting Agile delivery.
On-site · Toronto
Lead the end-to-end digital experience for portfolio construction, management, and monitoring across advisor and client channels. Bridge investments, compliance, operations, and technology to deliver a scalable, compliant digital investment journey.
Hybrid · Toronto
Accountable for the end-to-end digital experience of portfolio construction, management, and monitoring across Richardson Wealth and IA Private Wealth. The role bridges investments, compliance, and technology to deliver a scalable, compliant digital journey for advisors and clients.
Hybrid · Toronto
Acts as the primary relationship manager for business partners to develop strategic directions and implement solution requirements. Leads business analysis for Salesforce Financial Services Cloud initiatives within an Agile framework to align capabilities with business objectives.
On-site · Calgary
Lead the design and execution of programs to enhance the advisor and client experience, focusing on training, enablement, and communication. Drive strategic initiatives to improve advisor productivity and manage the onboarding of new advisor teams.
Hybrid · Montréal
Manage the insurance case lifecycle from application intake and underwriting through to policy delivery and ongoing client servicing. Support Estate & Insurance Advisors by handling policy maintenance, renewals, and regulatory compliance.
Hybrid · Toronto
Accountable for the end-to-end performance of client, advisor, and operational servicing journeys from strategy and design to agile delivery and optimization. The role coordinates cross-functional efforts to improve efficiency, risk management, and scalability within investment dealer operations.
On-site · Toronto
The Operations Service Representative is responsible for processing operational transactions and service requests accurately and efficiently. This includes validating requests, resolving exceptions, and supporting the Bond Desk trade process.
Hybrid · Toronto
Responsible for processing operational transactions, service requests, and supporting the Bond Desk trade process. This includes validating documentation, resolving processing exceptions, and ensuring compliance with regulatory standards.
On-site · Montréal
The associate will support investment advisors by preparing and analyzing client reports, managing transactions, and providing exceptional customer service. They will also ensure compliance with documentation requirements and maintain a risk management culture.
On-site · Toronto
The Wealth Digital Enablement Trainer will deliver engaging training sessions to advisors and internal teams, helping them maximize the use of digital tools and improve client service. They will also identify workflow gaps and recommend improvements to enhance the advisor experience.
