Company · 8 open roles
Careers at Richardsonwealth
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8 positions at Richardsonwealth
Compliance Advisor
Richardsonwealth·Toronto, Ontario, Canada
Compliance Advisor at Richardsonwealth. Location: Toronto, Ontario, Canada. Role: conducting reviews, monitoring accounts, advising staff Requirements: Experience with retail compliance, trade/account surveillance, regulatory knowledge across Canada, strong communication, analyti…
Assistant
Richardsonwealth·Toronto, Ontario, Canada
Assistant at Richardsonwealth. Location: Toronto, Ontario, Canada. Role: supporting advisors, servicing clients, maintaining records Requirements: Provide administrative and client service support to Investment Advisors; proficiency with Microsoft Office and CRM (Maximizer); post…
iAWIS Transition Lead (contract)
Richardsonwealth·Kitchener or Toronto or Calgary or Winnipeg or Vancouver
iAWIS Transition Lead (contract) at Richardsonwealth. Location: Kitchener or Toronto or Calgary or Winnipeg or Vancouver. Role: leading transitions, supporting advisors, developing documents Requirements: Proven experience in insurance or wealth operations, strong communication, …
VP, Advisor Experience & Programs
Richardsonwealth·Calgary or Vancouver or Toronto
VP, Advisor Experience & Programs at Richardsonwealth. Location: Calgary or Vancouver or Toronto. Role: leading programs, driving adoption, partnering stakeholders Requirements: Proven experience designing and leading advisor development, change management, and enablement program…
Associate
Richardsonwealth·Montréal, Quebec, Canada
Associate at Richardsonwealth. Location: Montréal, Quebec, Canada. Role: Prepare reports, Analyze data, Manage transactions Requirements: 3+ years in financial services; bilingual French/English; proficient in MS Office; CRM experience; CIRO licensed as Investment Representative.…
Associate
Richardsonwealth·Toronto, Ontario, Canada
Associate at Richardsonwealth. Location: Toronto, Ontario, Canada. Role: Support advisors, Prepare reports, Provide client service Requirements: Three years in financial services; strong English communication; initiative; independent work; compliance understanding; detail oriente…
Senior Financial Planner (CFP)
Richardsonwealth·Calgary, Alberta, Canada
Senior Financial Planner (CFP) at Richardsonwealth. Location: Calgary, Alberta, Canada. Role: prepare projections, collect information, present to groups Requirements: 10+ years in financial planning; CFP designation; advanced MS Office; experience with high-net-worth clients; kn…
Assistant
Richardsonwealth·Saskatoon, Saskatchewan, Canada
Assistant at Richardsonwealth. Location: Saskatoon, Saskatchewan, Canada. Role: supporting clients, preparing documents, managing schedules Requirements: Support Investment Advisors with client service, documentation, CRM use, and administrative tasks; strong communication and MS…