Job Search

Job Title, Keywords, Req ID
Loading...
  • 343 Preston St, Ottawa, ON K1S 1N4, Canada ● Req #60
    September 20, 2023
    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 ... More
  • 100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #56
    September 15, 2023
    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 ... More
  • 1055 W Hastings St, Vancouver, BC V6E 2E9, Canada ● Req #46
    September 5, 2023
    General 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, ... More
  • 1250 Boulevard René-Lévesque O, Montréal, QC H3B 4W8, Canada ● Req #37
    August 25, 2023
    Position 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 ... More
  • 525 8 Ave SW, Calgary, AB T2P 1G1, Canada ● Req #43
    August 22, 2023
    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, ... More
  • 10180 101 St NW, Edmonton, AB T5J 3S4, Canada ● Req #38
    August 21, 2023
    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 ... More
  • 100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #36
    August 14, 2023
    Position Overview    We are seeking an individual to join our team in the Toronto 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 c ... More
  • 100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #35
    August 4, 2023
    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 ... More
  • 100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #6
    August 3, 2023
    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 ... More
  • 10180 101 St NW, Edmonton, AB T5J 3S4, Canada ● Req #33
    July 28, 2023
    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, ... More
  • 1 Av. Holiday, Pointe-Claire, QC H9R 5N3, Canada ● Req #18
    July 25, 2023
    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 ... More
  • 100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #29
    July 25, 2023
    Position 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 ... More
  • 1250 Boulevard René-Lévesque O, Montréal, QC H3B 4W8, Canada ● Req #20
    July 25, 2023
    Position 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 ... More
  • 100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #21
    July 25, 2023
    Position 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 ... More
  • 1250 Boulevard René-Lévesque O, Montréal, QC H3B 4W8, Canada ● Req #22
    July 25, 2023
    Position 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 ... More
  • 100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #27
    July 25, 2023
    Position 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 ... More
  • 10180 101 St NW, Edmonton, AB T5J 3S4, Canada ● Req #19
    July 25, 2023
    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 ... More
  • 525 8 Ave SW, Calgary, AB T2P 1G1, Canada ● Req #9
    July 25, 2023
    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, ... More
  • 1785 Comox Ave, Comox, BC V9M 3L9, Canada ● Req #15
    July 25, 2023
    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 ... More
  • 1 Lombard Pl #1100, Winnipeg, MB R3B 0X3, Canada ● Req #12
    July 25, 2023
    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 ... More
  • 100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #5
    July 25, 2023
    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 ... More
  • 100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #4
    July 25, 2023
    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 ... More