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
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 Operations Journey Analyst supports journey owners by conducting market research, optimizing user journeys, and facilitating agile delivery. They translate business concepts into technical requirements and collaborate with cross-functional teams to ensure the delivery of business value.
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 Team Leader provides operational oversight, coaching, and guidance to Advisor & Client Support staff to ensure high-quality service delivery. They act as a primary escalation point for complex inquiries and collaborate with internal partners to resolve service issues and improve team performance.
Hybrid · Toronto
The Total Rewards Analyst supports the administration and analysis of compensation, benefits, and incentive programs. They are responsible for maintaining analytical tools, ensuring HRIS data integrity, and driving process improvements through automation.
Hybrid · Toronto
The HR Coordinator will support day-to-day HR operations, including employee administration, onboarding, and HR systems maintenance. They will also assist with employee communications, reporting, and various HR projects to ensure an exceptional employee experience.
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 coordinator will support the Talent Acquisition and People & Culture teams with recruitment processes, onboarding, and HR administration. Responsibilities include managing job postings, processing employee documentation, and maintaining accurate records.
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
Act as a primary point of contact and trusted partner for Richardson Wealth Advisors to provide operational support and service delivery. Focus on troubleshooting issues, improving service processes, and ensuring high-quality client-centric resolutions.
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
Develop and maintain high-quality business content and communication materials to support advisors and internal teams. Collaborate with cross-functional stakeholders to create multimedia resources and establish content governance 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.
