Associate Wealth Planner

18 Macdonell St, Guelph, ON N1H 2Z3, Canada Req #346
January 22, 2025
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
The 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 experience in managing clients and train with the best in the business.

This position is an existing vacancy within our team.

Duties and Responsibilities
Investment Advisor Support:
•    Assist the Investment Advisors in preparing account documentation including financial plans, client reviews, presentations, correspondence and reports
•    Responsible for the professional servicing of clients, Advisors and other internal and external partners
•    Respond to requests for information from clients
•    Investigate and resolve inquiries related to accounts

Qualifications
•    Superior client relationship management skills
•    Demonstrate a professional and friendly manner
•    Excellent verbal and written communication skills in English
•    Relevant experience in the financial sector and/or administrative experience
•    Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint and Outlook
•    Meticulous attention to detail
•    Ability to prioritize, multitask, work within time constraints and follow-up
•    Ability to work in a team environment
•    Working knowledge of Financial Planning software is an asset

Education
•    Post-secondary education
•    Currently pursuing or completed CFP
•    Further educational experience and credentials will be an asset (ex. life insurance)

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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