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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
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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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Position OverviewWe are seeking an individual to join our team in the Calgary office. As an Assistant, Team Coordinator 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 and planning and execution of client events. Duties and ResponsibilitiesInvestment Advisor Support:• Responsible for the professional servicing of incoming telep ...Read more about Assistant, Team CoordinatorMore
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215, 343 Preston St, Ottawa, ON K1S 1N4, Canada ● Req #376March 11, 2025Position 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
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St Lawrence-East Bayfront-The Islands, Toronto, ON M5E, Canada ● Req #375March 7, 2025Position OverviewThis role is responsible for updating Compliance-related policies and processes and is an experienced resource for employees and other industry-related professionals regarding industry regulations that must be adhered to within the firm. This is a critical role in managing our regulatory risk and adhering to industry regulations. Duties and Responsibilities• Co-ordinate and manage multiple manual and procedure document updates and dissemination• Serve as escalation point t ...Read more about Policy Manager, Regulatory ChangeMore
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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
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Position OverviewAt Richardson Wealth, we are committed to fostering growth within our teams. We are continuously seeking motivated individuals who are eager to develop their skills and explore new career paths. This role requires on-site presence in our Montreal or one of our surrounding offices, providing a dynamic, professional environment for collaboration and meaningful contributions. As an Assistant the incumbent will contribute to growing the business by providing support to the Investmen ...Read more about AssistantMore
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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
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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. 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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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
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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
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St Lawrence-East Bayfront-The Islands, Toronto, ON M5E, 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
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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
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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
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St Lawrence-East Bayfront-The Islands, Toronto, ON M5E, Canada ● Req #314February 26, 2025Position 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 OverviewWe are seeking an individual to join our team in the Burlington 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 in ...Read more about AssistantMore
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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
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St Lawrence-East Bayfront-The Islands, Toronto, ON M5E, Canada ● Req #359February 11, 2025Position Overview As a Chief People Officer (CPO), you will serve as a key member of the Executive Committee, reporting directly to the CEO. This strategic leadership position will require you to collaborate with senior stakeholders to enhance organizational effectiveness, drive solutions to complex challenges, and shape the evolution of the company culture. Leveraging a deep understanding of the company's vision and the broader industry landscape, you will align HR strategies with corporate obj ...Read more about Chief People OfficerMore
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Position OverviewThe entry-level financial planner plays a supporting role in the opportunity to work with two of the largest and fastest growing teams within Richardson wealth. The role involves the creation of financial plans for High-Net-Worth clients. The incumbent will work collaboratively with the Advisor teams, alongside the Tax and Estate Department, to develop customized recommendations and strategies in an unbiased and professional manner. This opportunity allows you to grow your exper ...Read more about Associate Wealth PlannerMore
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St Lawrence-East Bayfront-The Islands, Toronto, ON M5E, Canada ● Req #331January 2, 2025Position Overview The Advisor Onboarding Coordinator is a high energy and adaptable role responsible for the planning and execution of onboarding new high net worth Investment Advisor Teams on a national scope. As part of the Advisor Experience department, the incumbent will work closely to support the Branch Management teams and other internal operational departments to ensure readiness, smooth arrival, and transitions for all new advisor teams. Duties and Responsibilities • O ...Read more about Advisor Onboarding CoordinatorMore
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215, 343 Preston St, Ottawa, ON K1S 1N4, Canada ● Req #323December 10, 2024Position 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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St Lawrence-East Bayfront-The Islands, Toronto, ON M5E, Canada ● Req #310November 20, 2024Position OverviewThe Senior Wealth Strategist will support the Investment Advisor and will work collaboratively with internal partners to prepare comprehensive financial plans for high-net-worth clients. This role works directly with clients and their advisors to translate complex financial situations into efficient and practical action plans to meet the client’s financial goals. Duties and ResponsibilitiesTo be able to prepare, understand and communicate detailed financial projections (includin ...Read more about Senior Wealth StrategistMore