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100 Queens Quay E, Toronto, ON M5E 1Y3, Canada ● Req #407Wednesday, April 23, 2025Position 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
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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
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St Lawrence-East Bayfront-The Islands, Toronto, ON M5E, Canada ● Req #392Friday, March 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 Service RepresentativeMore
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St Lawrence-East Bayfront-The Islands, Toronto, ON M5E, Canada ● Req #386Wednesday, March 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
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100 Queens Quay E, Toronto, ON M5E 1Y3, Canada ● 1250 Boul. René-Lévesque O, Montréal, QC H3B 4W8, Canada ● Req #370Monday, March 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