Job Search
-
Position Overview We are seeking an individual to join our team in the Calgary 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
-
Position Overview Provides strategic leadership and technical expertise in the design, development, and implementation of Richardson Wealth’s Advisor platform modernization. Leads the creation and governance of the enterprise architecture framework, aligning business strategy with IT capabilities, and ensuring seamless integration across platforms, including Salesforce Advisor Cloud, Envestnet, and Dataphile (Fidelity Clearing Canada). Collaborates with executive stakeholders, business leader ...Read more about Enterprise ArchitectMore
-
St Lawrence-East Bayfront-The Islands, Toronto, ON M5E, Canada ● Req #399April 9, 2025Position OverviewThe Compliance Advisor is a resource for employees and other industry related professionals regarding industry regulations that must be adhered to within the firm. The primary responsibilities will be geared towards retail compliance including daily and monthly trade/account surveillance, responding to queries of the Investment Advisors, Branches and other departments. Duties and Responsibilities• Conduct, monitor and document daily and monthly head office reviews of clien ...Read more about Compliance Advisor (Bilingual)More
-
Position Overview We are continuously seeking skilled and motivated individuals to join our team at any of our locations, across Canada, as we grow and evolve. If you're passionate about making an impact and contributing to our success, we invite you to connect with us. We look forward to exploring how your expertise may align with future opportunities. The WCA is a resource for the Branch Management Team and Advisor teams regarding industry regulations, requirements and best practices. The WC ...Read more about Wealth Compliance AdvisorMore
-
Position OverviewWe are seeking an individual to join our team in the Calgary 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. This position is an existing vacancy within our team. Duties and ResponsibilitiesInvestment Advisor Support:• Prepare investment policy statements, portfolio evaluations, financ ...Read more about Associate Investment AdvisorMore
-
1250 Boul. René-Lévesque O, Montréal, QC H3B 4W8, Canada ● St Lawrence-East Bayfront-The Islands, Toronto, ON M5E, Canada ● Req #383April 3, 2025Position Overview The Relationship Manager, Advisor Services (“Relationship Manager”) ensures a positive service experience for Advisor and Branch teams by providing exceptional support for their designated branch locations. They are a trusted first point of contact for incoming requests, issues and escalations across email and phone channels. They will liaise and maintain relationships between the business, Advisor Service Centre (ASC) and Fidelity Clearing Canada (our carrying broker) in r ...Read more about Relationship Manager, Advisor ServicesMore
-
St Lawrence-East Bayfront-The Islands, Toronto, ON M5E, Canada ● Req #390April 2, 2025Position Overview As a member of the Richardson Wealth Products and Services team, you will work on systems/platforms used by internal and external users. The Data Reconciliation Analyst will act as a liaison to the back-office (Fidelity Clearing), the system (Envestnet) and Envestnet reconciliation team to monitor and 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 ...Read more about Data Reconciliation AnalystMore
-
St Lawrence-East Bayfront-The Islands, Toronto, ON M5E, Canada ● Req #392March 28, 2025Position OverviewThe Advisor Services Representative provides general support across the uniFide platform and with operational processes. This includes things like; helping Advisor teams open accounts, resolving of any payment queries and an overall understanding of how the platform operates. The Advisor Services Representative is the first point of contact for incoming support issues and requests via email and phone, triaging tickets and routing to the appropriate team/tier for resolution. This ...Read more about Advisor Services RepresentativeMore
-
St Lawrence-East Bayfront-The Islands, Toronto, ON M5E, Canada ● Req #386March 26, 2025Position OverviewReporting to the Manager of Managed Accounts, the incumbent will be responsible for account data management and trading operations within the Managed Accounts group. The ideal candidate will have a solid understanding of investment markets, strong organizational skills, a client-service mindset, and the ability to work effectively under time constraints. Duties and Responsibilities• Trading and Modeling: Implementing model changes from Investment Advisors and third-party sub ...Read more about Managed Accounts AnalystMore
-
1111 International Blvd, Burlington, ON L7L 6W1, Canada ● Req #381March 14, 2025Position OverviewThe 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 funct ...Read more about Manager, Branch AdministratorMore
-
Position OverviewWe 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. This position is an existing vacancy within our team. Duties and ResponsibilitiesInvestment Advisor Support:• Prepare, analyze, and present reports and recommendations for client ...Read more about AssociateMore
-
Position Overview We are seeking an individual to join our team in the Calgary 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
-
Position OverviewThe Manager, Branch Administrator fulfils a leadership role in our Ottawa 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 resource ...Read more about Manager, Branch AdministratorMore
-
1250 Boul. René-Lévesque O, Montréal, QC H3B 4W8, Canada ● Req #335March 5, 2025Position OverviewThe candidate will support the IA Team with its high-net-worth clients in the analysis of portfolios and investments in the context of the individual’s or the family’s overall financial situation. The training program will first include a period of learning of basic investment compliance, Wealth Management systems, admin tasks, and the functioning of the overall Canadian financial system for individuals. This role offers the candidate a rewarding, long-term career path, fosterin ...Read more about Portfolio Analytics AssistantMore
-
Position OverviewWe are seeking an individual to join our team in the Calgary 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 ResponsibilitiesInvestment Advisor Support:• Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other inter ...Read more about AssistantMore
-
1 Lombard Place #1100, Winnipeg, MB R3B 0X8, Canada ● Req #373March 4, 2025Position OverviewThe 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 funct ...Read more about Manager, Branch AdministratorMore
-
St Lawrence-East Bayfront-The Islands, Toronto, ON M5E, Canada ● Req #371March 3, 2025Position OverviewPrimary accountability for this role is to provide senior leadership and oversight for branch compliance at a national level. Working in conjunction with both National and Regional objectives, this leadership role along with a team of Wealth Compliance Advisors (WCA), leads branches, advisors and their teams in managing practice-risk, ensuring regulatory adherence through effective processes, and managing escalations as it pertains to advisor risk and compliance, change manageme ...Read more about Vice President, Regulatory Supervision, National SalesMore
-
100 Queens Quay E, Toronto, ON M5E 1Y3, Canada ● 1250 Boul. René-Lévesque O, Montréal, QC H3B 4W8, Canada ● Req #370March 3, 2025Position OverviewThe Investment Advisor will service an existing portfolio of Richardson Wealth clients who are looking for low-cost investments and advice under the National Partnership Office platform. The Investment Advisor will be moving existing Richardson Wealth clients to the National Partnership Office, providing investment advice, and working to reduce risk through proper documentation of KYC information and client interactions. Marketing and sales is required but not a focus of this ro ...Read more about Investment Advisor, National Partnership OfficeMore
-
St Lawrence-East Bayfront-The Islands, Toronto, ON M5E, Canada ● Req #367February 27, 2025Position OverviewAs our Snowflake Solutions Engineer, you will be the technical authority for Snowflake, ensuring it integrates seamlessly with our Azure infrastructure and aligns with industry’s best practices. You will combine deep SQL expertise and mastery of the Snowflake platform to design secure, high-performance, and cost-effective solutions. Duties and Responsibilities• Snowflake Security & Governance o Implement RBAC, dynamic data masking, and row-level security using advanced ...Read more about Snowflake Solutions EngineerMore
-
St Lawrence-East Bayfront-The Islands, Toronto, ON M5E, Canada ● Req #340February 27, 2025Position OverviewThe full-time position of Senior Manager, Internal Audit and Assurance is responsible for planning and conducting assurance reviews and supporting the firm’s risk management program, including business location review, regulatory examinations, internal audits, and being the liaison for regulatory audits/reporting with a focus on criteria outlined in CIRO rules and other regulatory/corporate guidelines. Duties and Responsibilities • Work with Management to enhance, advance, ...Read more about Senior Manager, Internal Audit and AssuranceMore
-
120 Victoria St S, Kitchener, ON N2G 0E1, Canada ● Req #360February 12, 2025Position OverviewJoin a fast-growing, technology-driven team dedicated to comprehensive financial planning. As a Wealth Planning Associate, you’ll collaborate with Advisors, Tax and Estate Planning experts, and Insurance Consultants to develop tailored strategies for High-Net-Worth clients. Using an integrated approach, you’ll address complex tax, estate, philanthropic, insurance, and business succession needs with professional, unbiased advice. Duties and ResponsibilitiesTo be able to prepare, ...Read more about Associate, Wealth PlanningMore