Job Search
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100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #67September 26, 2023Position Overview The Advisor Service Representative is a key member of the Advisor Services Team supporting front-to-back-office process workflows, fulfilling operational requests, resolving complex operational issues, and providing a high level of service to our advisor teams. Duties and Responsibilities • Process transactions and/or other activities in accordance with established priorities and deadlines on a timely, accurate and efficient basis• Review, coordinate and/or approve ...Read more about Advisor Service RepresentativeMore
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Position Overview We are seeking an individual to join our team in the Toronto office. As an Associate the incumbent will contribute to growing the business by supporting to the Investment Advisor(s), ensuring high-level client service, and providing dedicated specialized administrative support on diverse assignments. Duties and Responsibilities Investment Advisor Support:• Prepare, analyze, and present reports and recommendations for clients including investment policy statements, ...Read more about AssociateMore
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Position Overview We are seeking an individual to join our team in the Ottawa 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 and Responsibilities Investment Advisor Support:• Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and othe ...Read more about AssistantMore
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Position Overview The primary responsibility is to provide expert second and third level support to users on the Richardson Wealth platforms through strong communication, impact analysis, problem solving, and incident management. Duties and Responsibilities • Triage of second and third level issues and escalate as necessary to internal and vendor resources • Identify, escalate, and manage urgent issues to internal teams and vendors• Investigation of issues via application ...Read more about Technical AnalystMore
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1055 W Hastings St, Vancouver, BC V6E 2E9, Canada ● Req #46September 5, 2023General Overview:The ideal applicant will be an active team participant in an expanding ultra-high net worth holistic wealth management business and will be responsible for providing world-class, client-centered service in the Associate or Associate Investment Advisor role. This individual will work as an integral part of a highly motivated team managing over $1.4 billion in client assets, all of whom understand that our clients are the cornerstone of our business and that in everything we do, ...Read more about Associate Investment AdvisorMore
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1250 Boulevard René-Lévesque O, Montréal, QC H3B 4W8, Canada ● Req #37August 25, 2023Position Overview The Manager, Branch Administrator fulfils a leadership role in the branch providing operational and administrative support to Advisor teams. The incumbent of this role fulfils a diverse role which includes managing branch staff, liaising with Corporate Head Office departments in Toronto, working with Branch Administrators in Richardson Wealth’s other offices located in the other provinces in Canada providing software and process related training, supporting human resources f ...Read more about Manager, Branch AdministratorMore
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Position Overview We are seeking an individual to join our team in the Calgary office. As an Associate the incumbent will contribute to growing the business by supporting to the Investment Advisor(s), ensuring high-level client service, and providing dedicated specialized administrative support on diverse assignments. Duties and Responsibilities Investment Advisor Support:• Prepare, analyze, and present reports and recommendations for clients including investment policy statements, ...Read more about AssociateMore
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Position Overview We are seeking an individual to join our team in the Edmonton 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 and Responsibilities Investment Advisor Support:• Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and ot ...Read more about AssistantMore
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Position Overview We are seeking an individual to join our team in the Toronto office. As an Assistant the incumbent will contribute to grow the business by working closely with the Investment Advisor(s) to help manage their portfolios, developing new business, and ensuring high-level client service. Duties and Responsibilities Investment Advisor Support:• Prepare investment policy statements, portfolio evaluations, financial plans, retirement projections, client commentaries/reviews ...Read more about AssistantMore
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Position Overview Mailroom Associates are responsible for the receiving, sorting & distribution of all incoming packages from our Building Mail Service. This position picks up/receives outgoing daily mail, processes postage to ensure items are ready for pickup. Associates are also responsible for daily messenger services, which includes bank deposits, certifying cheques, exchanging share certificates etc. This position also assists with picking, packing, and shipping of outgoing materials, da ...Read more about Mailroom AssociateMore
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Position OverviewEnsure timely payment of Accounts Payable invoices and reconciliation of appropriate internal and external accounts. Duties and Responsibilities• Receive and verify invoices and requisitions for goods and services • Verify that transactions comply with financial policies and procedures • Prepare batches of invoices for data entry • Enter invoices for payment • Process backup reports after data entry • Prepare vendor cheques for mailing • Prepare manual ch ...Read more about Accounts Payable AssociateMore
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Position Overview We are seeking an individual to join our team in the Edmonton office. As an Associate the incumbent will contribute to growing the business by supporting to the Investment Advisor(s), ensuring high-level client service, and providing dedicated specialized administrative support on diverse assignments. Duties and Responsibilities Investment Advisor Support:• Prepare, analyze, and present reports and recommendations for clients including investment policy statements, ...Read more about AssociateMore
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Position Overview We are seeking an individual to join our team in the Pointe-Claire office. As an Associate the incumbent will contribute to growing the business by supporting to the Investment Advisor(s), ensuring high-level client service, and providing dedicated specialized administrative support on diverse assignments. Duties and Responsibilities Investment Advisor Support:• Prepare, analyze, and present reports and recommendations for clients including investment policy statem ...Read more about AssociateMore
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100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #29July 25, 2023Position Overview The incumbent will be reporting the Vice President, Managed Accounts and will be endorsed as a key member and contact within the Team. Duties and Responsibilities • Act as a key contact within the Team to be able to communicate policy and procedures to and address escalations from Investment Advisor Teams• Conduct oversight on the Portfolio Managed Program to ensure risk and investment objectives are being adhere against the Investment Policy Statement• Ov ...Read more about Managed Accounts, Portfolio Management SpecialistMore
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1250 Boulevard René-Lévesque O, Montréal, QC H3B 4W8, Canada ● Req #20July 25, 2023Position Overview We are seeking an individual to join our team in the Montreal 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 and Responsibilities Investment Advisor Support:• Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and ot ...Read more about Assistant (Bilingual)More
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100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #21July 25, 2023Position Overview The Business Application Training & Support Coordinator will work as a member of the Advisor Experience & Growth team supporting learning and development efforts. Primary responsibility is to develop and deliver customized training solutions to support retail brokerage procedures and technology across Richardson Wealth. A key objective is to help Investment Advisor Teams build highly successful businesses by empowering them to be as efficient as possible in navigating the Ri ...Read more about Business Application Training & Support CoordinatorMore
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1250 Boulevard René-Lévesque O, Montréal, QC H3B 4W8, Canada ● Req #22July 25, 2023Position Overview The Manager, Translation role is crucial to ensuring that Richardson Wealth / Patrimoine Richardson delivers communications of excellent quality to the French-Canadian market. As the lead manager of translation services for the firm, the primary function is to ensure timely delivery and quality control of translated documents primarily from English to French and occasionally from French to English. Additionally, this role will assist in the adherence to the firm’s French Lan ...Read more about Manager, Translation (French and English)More
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100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #27July 25, 2023Position Overview This is a 12 month contractual role. As a member of the Richardson Wealth Products and Services team, you will work on systems/platforms used by internal and external users. The Performance Analyst will monitor performance reporting in the Envestnet and work with the reconciliation team to ensure data quality is maintained Based on feedback and your own use of the application, you will proactively identify opportunities for improvement related to data quality and system fu ...Read more about Performance Reporting Analyst (Contract)More
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Position Overview We are seeking an individual to join our team in the Edmonton office. As an Associate Investment Advisor the incumbent will contribute to grow the business by working closely with the Investment Advisor(s) to help manage their portfolios, developing new business, and ensuring high-level client service. Duties and Responsibilities Investment Advisor Support:• Prepare investment policy statements, portfolio evaluations, financial plans, retirement projections, client ...Read more about Associate Investment AdvisorMore
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Position Overview We are seeking an individual to join our team in the Calgary office. As an Associate the incumbent will contribute to growing the business by supporting to the Investment Advisor(s), ensuring high-level client service, and providing dedicated specialized administrative support on diverse assignments. Duties and Responsibilities Investment Advisor Support:• Prepare, analyze, and present reports and recommendations for clients including investment policy statements, ...Read more about AssociateMore
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Position OverviewAt Richardson Wealth Limited, one of Canada’s largest independent Wealth Management Firms, we are backed by over seven generations of entrepreneurial success that influences all aspects of the business. https://richardsonwealth.com/about-us/. This entrepreneurial history makes for a supportive, innovative culture with trust and integrity as the cornerstones of our business. https://richardsonwealth.com/about-us/our-history/.At Richardson Wealth, the Morson Carson Wealth Counsel ...Read more about AssistantMore
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Position OverviewWe are seeking an individual to join our team in the Winnipeg office. As an assistant, the incumbent will have the opportunity to join an accelerating and award-winning team that focuses on high-touch client service. They will help support and ensure effective functioning of the advisory team through administration-related tasks.Industry experience not required, however, the willingness to advance their education in our industry (i.e., the Canadian Securities Course and Conduct ...Read more about AssistantMore
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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 and Responsibilities Investment Advisor Support:• Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and oth ...Read more about AssistantMore
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Position Overview The Network Engineer role is to support the stable operation of the internal corporate computer network (data, voice and video). This includes installing, configuring, maintaining, and optimizing network hardware, software, and communication links while ensuring minimal network downtime. The person will also diagnose, resolve, and document hardware and software problems in a timely and accurate fashion. Duties and Responsibilities • Troubleshooting, diagnosing, and ...Read more about Network EngineerMore