Associate

Richardson Wealth; Toronto; Hybrid; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Health & dental benefits

RRSP matching

Paid time off

Job summary

Richardson Wealth is seeking an associate in our downtown Toronto office to support Investment Advisors and deliver exceptional client service. This role involves financial reporting support, tax-season duties, and seamless administrative coordination.

The ideal candidate has 3–5 years in financial services, strong English communication, and a CIRO Investment Representative license. Hybrid work requires two in-office days per week with remaining days remote.

Qualifications

• Strong verbal and written communication skills in English.
• Ability to work independently and manage multiple tasks.
• Excellent organizational skills and attention to detail.

Responsibilities

• Support Investment Advisors with preparing reports, performance reviews, financial plans and client reviews.
• Handle administrative tasks including account openings, transfer authorizations and KYC documents; process tax paperwork.
• Provide high-level client service via phone, email and correspondence; ensure proactive client communication.

Skills

Communication

Independent work

Time management

Initiative

Learning new tech

Attention to detail

English proficiency

Education

Undergraduate or postgraduate degree in Business/Economics or related field

CIRO Investment Representative license

Job description

Who We Are

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.

Who We Are

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.

Take Your Career To The Next Level

This is an exciting opportunity for you to join a highly respected wealth management business, where you will have the opportunity to work alongside experienced professionals, build strong relationships with high-net-worth clients, and play a meaningful role in the continued success of the firm. This is an ideal opportunity for a growth-oriented individual who is looking to take your career to the next level, develop your expertise, and become part of a dynamic team where your contribution will be genuinely valued.

What We Offer

An opportunity to join one of the leading fast-paced financial advisory teams in the downtown Toronto office. As an Associate the incumbent will contribute to growing the business by supporting the Investment Advisors, ensuring high-level client service, and providing dedicated specialized administrative support on diverse assignments.

This is an existing vacancy.

Duties And Responsibilities

Financial Strategy & Trading

• Support investment advisors with preparing reports for investment policy statements, performance, financial plans, retirement projections, client reviews and proposals
• Trading support for Investment Advisors

Administrative Support & Action At Tax Time

• Preparing account opening documentation, transfer authorizations, investment policy statements and KYC documentation for individuals, corporations and trusts
• Registered plan contributions
• Prepare book value adjustments, donation of appreciated securities, subscription agreements, address updates, etc.
• Communication with tax accountants and collection and coordination of tax slips, statements, realized gain/loss reports, etc. during tax season

Client Service

• Provide a high level of client service which includes responding to phone, mail and email
• Transferring cash to client bank accounts, wire transfers in and out, confirming receipt of funds and transfers
• Delivering proactive and quality communication to ensure clients are continually updated of details related to their accounts

Qualifications

• 3-5 years' experience in the financial services industry
• Strong verbal and written communication skills in English
• Strong organizational and time management skills with attention to detail
• Ability to take initiative and work independently
• Commitment to learning new technologies, programs, and systems
• Understanding of industry compliance regulations
• Team hours are 7:30am - 4:00pm
• Hybrid Work Requirement: Candidates must be able to work from our Toronto office a minimum of two (2) days per week, with the remaining days worked remotely.

Education

• An undergraduate and/or postgraduate degree in Business/Economics or related field
• Must be licensed with Canadian Investment Regulatory Organization (CIRO) as an Investment Representative (IR)

The expected annualized base salary range for this role is $60,000-$90,000.

The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity. Richardson offers a competitive total rewards package including comprehensive health & dental benefits, a group RRSP matching plan and paid time off.

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.