Associate Investment Advisor

100 Queens Quay E, Toronto, ON M5E 1Z2, Canada Req #320
December 6, 2024
About Us:
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

Where we’re going: 
We want to be the brand of choice for Canada’s top advisors and their high-net-worth clients. We also have an ambitious growth strategy to triple our Assets under Administration (AUA) to $100 billion by 2027.

To reach our goals, we are making strategic investments in technology, real estate and, most importantly, our people.

Position 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 Coverage
•    Assist in development and implementation of processes and best practices 
       •    Investment Implementation and maintenance
       •    Client Reporting
       •    Business Analytics 
•    Incorporate systems into daily activities 
•    Work with colleagues in maximizing efficiency of systems
    
Qualifications
•    5 or more years of industry/advisory experience 
•    Strong Systems knowledge:
       •    MS Office Suite 
       •    Strong Excel, Data management tools 
•    Dataphile/Broadridge Systems 
•    Reporting tools: Envestnet/Croesus 
•    Self-starter, strong initiative 
•    Detail oriented, accurate and well disciplined 
•    Excellent interpersonal and communication skills 

Education
•    Successful completion of the CSC, CPH, CIRO IA registration
•    Investment and Wealth Planning designations (CIM, CFP, etc) 

Why Apply:
Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?

If so, we’re ready to invest in you.

Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.
 
We are a proud partner of Pride at Work Canada.

Other details

  • Pay Type Salary
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Location on Google Maps
  • 100 Queens Quay E, Toronto, ON M5E 1Z2, Canada