Job Search
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Position OverviewWe 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 ResponsibilitiesInvestment Advisor Support:• Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other inter ...Read more about AssistantMore
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Position OverviewThe Branch Assistant’s role is to provide administrative support to the branch and display a professional manner when dealing with the investment advisors, their team members and clients. Duties and ResponsibilitiesAdministrative functions:• Receiving and processing cheque daily deposits, recording credits to client accounts and keeping clean records for audit• Printing and mailing cheques• Receiving and processing certificates deposits• Monitoring petty cash• Ass ...Read more about Branch AssistantMore
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100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #324December 11, 2024Position OverviewThe 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 respo ...Read more about Relationship Manager, Advisor ServicesMore
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Position OverviewThe WCA is a resource for the Branch Management Team and Advisor teams regarding industry regulations, requirements and best practices. The WCA is accountable to ensure that the region meets all its compliance requirements as the designee for compliance and risk operations. This role is also accountable to provide advice and guidance on Compliance related policies, processes and other key execution activities to the branch management teams within the region. By ensuring strong c ...Read more about Wealth Compliance AdvisorMore
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100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #320December 6, 2024Position Overview We are looking for an Associate advisor and Operations Manager, in our Toronto location managing client investments, relationships, initiating, implementing and maintain operations with our advisor team. Duties and Responsibilities • Manage relationships and investment management for a group of clients • Work with other advisors on the team in managing client affairs, including: • Investment Management • Wealth Planning • Insurance Cov ...Read more about Associate Investment AdvisorMore
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Position OverviewWe 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 ResponsibilitiesInvestment Advisor Support:• Prepare, analyze, and present reports and recommendations for clients including investment policy statements, portfolio ev ...Read more about AssociateMore
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100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #287December 3, 2024Position Overview The Inforce Business Analyst will service an existing portfolio of Richardson Wealth life and living benefits insurance clients and act as the in-house Subject Matter Expert for insurance product solutions. The Inforce Business Analyst will report to the Vice President Insurance Operations, providing existing insurance administration and support as well as assembling insurance and living benefits proposals for a segment of new Richardson Wealth clients of insurance. Market ...Read more about Inforce Business Analyst, InsuranceMore
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Position OverviewThe Senior Financial Planner will work collaboratively with the professionals in the Tax and Estate Planning team, as well as Investment Advisors and Insurance Consultants, to prepare comprehensive financial plans for high-net-worth (HNW) clients. This is a salaried role with no commission sales component. Our Tax and Estate Planning Professionals work directly with clients and their Advisors to translate complex financial situations into efficient and practical action plans to ...Read more about Senior Financial PlannerMore
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100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #314November 22, 2024Position OverviewThe Senior Financial Planner will work collaboratively with the professionals in the Tax and Estate Planning team, as well as Investment Advisors and Insurance Consultants, to prepare comprehensive financial plans for high-net-worth (HNW) clients. This is a salaried role with no commission sales component. Our Tax and Estate Planning Professionals work directly with clients and their Advisors to translate complex financial situations into efficient and practical action plans to ...Read more about Senior Financial PlannerMore
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Position OverviewThe Data Pipeline Engineer will be responsible for designing, implementing, and managing CI/CD pipelines and cloud-based infrastructure. Working closely with our Data Architect, you’ll focus on deploying reliable, scalable cloud solutions while ensuring high operational standards. Your work will emphasize automation and continuous integration, supporting seamless data and infrastructure deployments that drive business innovation. Duties and Responsibilities• Pipeline Developm ...Read more about Data Pipeline EngineerMore
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100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #310November 20, 2024Position OverviewThe Associate Wealth Planner will work collaboratively with the Investment Advisor team, to prepare comprehensive financial plans for high-net-worth (HNW) clients. This is a salaried role with no commission sales component. Working directly with clients and their Accountants to translate complex financial situations into efficient and practical action plans to meet the client’s retirement and estate planning goals. Through in-depth discovery and face to face conversations, we id ...Read more about Associate Wealth PlannerMore
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100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #305November 14, 2024Position OverviewThe incumbent will be reporting the Vice President, Managed Accounts and act as a key member and contact within the Team. Duties and Responsibilities• Act as first point of contact within the Team to be able to communicate policy and procedures to and address escalations from Investment Advisor Teams• Ensure risk and investment objectives are being adhered to in support of the Investment Policy Statement and the firm’s Investment Management Standards• Reviewing daily mo ...Read more about Managed Accounts, Portfolio Management AssociateMore
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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. Duties and ResponsibilitiesInvestment Advisor Support:• Prepare, analyze, and present reports and recommendations for clients including investment policy statements, portfolio ev ...Read more about AssociateMore
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525 8 Ave SW, Calgary, AB T2P 1G1, Canada ● Req #277October 1, 2024Position OverviewThe Marketing Account Manager supports Advisors in our Calgary office, as well as other select offices across Western Canada by coordinating marketing projects and initiatives and helps to execute marketing strategies for advisor teams. This is a maternity leave coverage for sixteen (16) months. Duties and Responsibilities• Ability to manage competing demands while providing proactive marketing strategies and thought leadership for Advisor teams• Boutique Marketing manage ...Read more about Marketing Account Manager (Maternity Leave Coverage)More
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525 8 Ave SW, Calgary, AB T2P 1G1, Canada ● Req #270September 20, 2024Position 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. Duties and ResponsibilitiesInvestment Advisor Support:• Prepare investment policy statements, portfolio evaluations, financial plans, retirement projections, client commentaries ...Read more about Associate Investment AdvisorMore
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1250 Boul. René-Lévesque O, Montréal, QC H3B 4W8, Canada ● Req #265September 11, 2024Position OverviewThe Wealth Compliance Advisor (WCA) is a resource for the Branch Management Team and Advisor teams regarding industry regulations, requirements and best practices. The WCA is accountable to ensure that the region meets all its compliance requirements as the designee for compliance and risk operations. This role is also accountable to provide advice and guidance on Compliance related policies, processes and other key execution activities to the branch management teams within the ...Read more about Wealth Compliance AdvisorMore