Jobs at Richardson Wealth

Provides executive-level administrative support to two senior leaders by managing complex calendars, travel, expenses, meetings, presentations, communications, events, reminders, and confidential information. The role coordinates stakeholders, supports leadership initiatives and social media activities, maintains organizational processes, and proactively improves efficiency. Requires strong communication, organization, discretion, relationship-building, prioritization, and proficiency with Microsoft Office, Teams, SharePoint, and AI tools.

Leads advisor programs, branch leadership communications, change management, and cross-functional execution across a national wealth management network. Partners with senior distribution leaders and corporate functions to improve advisor engagement, productivity, growth, compliance, and client experience. Establishes operating rhythms, governance, roadmaps, adoption metrics, and accountability mechanisms while leading strategic meetings, forums, initiatives, and team development.

Manages account data and trading operations for managed accounts. Implements model changes, reconciles custodial and trading-platform data, resolves discrepancies, processes service requests, debits, and foreign-exchange conversions. Conducts post-trade reviews, audits holdings against model weights, supports advisors, troubleshoots inquiries, and escalates issues. Requires managed-account experience, strong client service, attention to detail, organization, communication skills, and the ability to work independently under high-volume time constraints.

Administer multi-provincial payroll and employee benefits for approximately 900 employees, including Quebec payroll, commissions, deductions, remittances, reconciliations, statutory reporting, year-end activities, retirement plans, vendor coordination, and employee inquiries. The role ensures data accuracy, legislative compliance, audit readiness, and process improvement while supporting benefits renewals, communications, and HR initiatives.

Supports investment advisors by handling client communications, preparing account documentation, responding to account inquiries, collecting client information, following up on trade settlement, maintaining expense records, and performing general administrative duties. The role requires strong client service, communication, organization, attention to detail, Microsoft Office proficiency, CRM experience, and post-secondary education.

Prepare comprehensive financial plans and projections for high-net-worth clients, including net worth, cash flow, income tax, insurance, and advanced planning strategies. The Financial Planner gathers client information, analyzes alternative solutions, reviews plans for accuracy, communicates recommendations, develops tax and financial planning strategies, and creates educational materials while supporting Investment Advisors.

Manage end-to-end talent acquisition, including sourcing, candidate engagement, screening, interviews, hiring-manager advising, offers, and student recruitment. Maintain candidate records and recruitment metrics in the ATS, support HRIS integrations and workflow improvements, ensure regulatory compliance, and promote inclusive hiring. Contribute to employer branding, recruitment campaigns, social media outreach, and effective use of AI tools to improve recruitment efficiency.

Provides administrative, client service, and operational support to investment advisors. Responsibilities include handling client communications, preparing account documents and reports, resolving account inquiries, collecting documentation, tracking trade settlement, maintaining expense records and spreadsheets, filing, and supporting office operations. The role requires strong communication, organization, attention to detail, proficiency with Microsoft Office and CRM systems, and post-secondary education.

Coordinates the national onboarding and transition of new high-net-worth investment advisor teams. Responsibilities include regulatory and licensing documentation, technology and site readiness, account opening, client package preparation, platform training, transition support, intranet and file maintenance, supplies, and post-onboarding follow-up. The role collaborates with branch management, IT, registrations, and operations while providing proactive, white-glove service.

Provides senior bilingual English/French support to wealth management advisors, advisor teams, and clients using client-facing systems and digital service channels. Handles complex inquiries, escalations, troubleshooting, and cross-functional issue resolution through phone and email. Delivers system training and coaching, supports digital adoption, identifies service improvements, and contributes to testing, process changes, reporting, knowledge sharing, and service readiness.

Provides administrative and client service support to investment advisors in a Toronto wealth management office. Responsibilities include handling client and partner communications, preparing account documentation and reports, responding to account inquiries, requesting and maintaining client documentation, following up on trades, maintaining expense records and spreadsheets, filing, and supporting office processes. The role requires strong communication, organization, attention to detail, Microsoft Office proficiency, CRM experience, and post-secondary education.

Leads the end-to-end digital portfolio management experience across advisor and client channels. Oversees portfolio construction, model enablement, suitability, compliance-by-design, analytics, platform integration, and operational efficiency. Partners with Investments, Advisory, Compliance, Risk, Legal, Data, Technology, and Operations to modernize workflows, improve advisor productivity, reduce exceptions, and strengthen client outcomes across Richardson Wealth and IA Private Wealth.

Provides centralized compliance supervision and risk guidance to wealth management branches and advisor teams. Responsibilities include reviewing account documentation, trade corrections, email and social media surveillance, private placement approvals, marketing oversight, complaint management, audits, regulatory adherence, remediation planning, and compliance training. The role serves as a first-level escalation point, supports complex accounts, maintains procedures, and collaborates with cross-functional stakeholders to strengthen compliance execution across the region.

Processes incoming and outgoing account transfers, ensuring documentation quality, regulatory compliance, SLA adherence, timely follow-up, and resolution of rejected or outstanding transfers. Communicates with branches, clearing firms, financial institutions, advisors, and internal operations teams. Reviews transfer reports, administers department mail and email, answers phone inquiries, and supports continuous service improvements and overtime needs.

Leads account transfer operations, processes complex transfers, manages first-tier escalations, trains employees, coordinates with internal departments and external financial institutions, corrects account errors, supports multiple transfer workflows, and maintains standard operating procedures while improving departmental efficiency.

Provides day-to-day operational and service support to wealth advisors and their teams. Responsibilities include resolving inquiries, troubleshooting issues, improving processes, tracking service trends, managing compliance controls, supporting digital tools, and coordinating with internal stakeholders to improve advisor and client experiences.

Performs risk-based quality assurance across enterprise applications, APIs, integrations, data platforms, Salesforce, batch processes, and vendor products. Designs and executes manual and automated tests, validates data and security controls, manages defects, supports SIT/UAT and release readiness, and communicates quality risks. Develops maintainable automation integrated with CI/CD pipelines while applying exploratory, accessibility, usability, and end-to-end business-process testing. Collaborates with technical and business stakeholders throughout the delivery lifecycle.

Provides bilingual English/French front-line support to financial advisors, advisor teams, and clients through phone, email, and digital service channels. Resolves routine access, navigation, functionality, and process inquiries; documents interactions; triages complex issues; and escalates matters appropriately. The role requires accurate communication, strong computer skills, empathy, discretion, and the ability to manage high-volume support while learning wealth-management systems and service processes.

Reviews, approves, and administers retail credit requests and transactions, including withdrawals, wire transfers, third-party payments, securities transactions, journal entries, write-offs, and interest adjustments. Monitors delinquent cash accounts and short reporting while ensuring compliance with regulatory requirements and firm policies. The role also manages financial risk and provides support to advisor teams.