Onboarding Success Specialist – Wealth Management

Richardson Wealth; Toronto; On-site; CAD 50,000 - 63,000; Full time

Benefits offered by this job

Performance-based incentive plan

Health & dental benefits

Group RRSP matching plan

Paid time off

Job summary

Richardson Wealth seeks an Onboarding Support Coordinator to lead the planning and execution of onboarding new high net worth Investment Advisor Teams on a national scope. The role sits within the National Sales department, coordinating with Branch Management and internal operations for smooth transitions.

Responsibilities include licensing coordination, technology setup, on-site support, and training on platforms like Dataphile.

Qualifications

• Proven experience working with an Investment Advisor or Branch Management team.
• Exceptional organizational skills with project and/or event coordination experience.
• Technical knowledge of standard hardware/software for basic support; proactive problem solving.
• Ability to take initiative, prioritize, multitask and meet tight deadlines.
• Strong communication skills in English; French is an asset.

Responsibilities

• Plan and execute onboarding of new high net worth Investment Advisor Teams on a national scale.
• Coordinate licensing docs and activation with Registrations upon hire.
• Liaise with Branch Administrators for on-site needs and technology setup.
• Provide on-site support during transitions and assist with client communications and training.
• Train Advisor teams on internal/external platforms for account opening and transfers; manage tech setup.

Skills

Organizational skills

Project coordination

Communication skills

Multitasking

Problem solving

English/French

Education

Post-secondary education

CSC/CPH asset

Tools

Dataphile

Maximizer

MS Office

Job description

Richardson Wealth seeks an Onboarding Support Coordinator to lead the planning and execution of onboarding new high net worth Investment Advisor Teams on a national scope. The role sits within the National Sales department, coordinating with Branch Management and internal operations for smooth transitions.

Responsibilities include licensing coordination, technology setup, on-site support, and training on platforms like Dataphile.