Onboarding Support Coordinator

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

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.

Position Overview

The Onboarding Support Coordinator is a high energy and adaptable role responsible for the planning and execution of onboarding new high net worth Investment Advisor Teams on a national scope. As part of the National Sales department, the incumbent will work closely to support the Branch Management teams and other internal operational departments to ensure readiness, smooth arrival, and transitions for all new advisor teams. This is an existing vacancy.

Duties And Responsibilities

• Organize pre-hire due diligence and regulatory licensing documentation of the new Investment Advisor and Team Members for transfer process
• Coordinate the licensing documentation between the new team and the Registrations department to ensure activation upon hire
• Liaise with Branch Administrators to coordinate technology and on-site requirements for all new recruits and their team members
• Provide on-site support at all new team transitions to assist with client communications, documentation preparation, and training
• Liaise with the IT group to ensure hardware and software set-up prior to team’s arrival; manage technology issues that may arise during transition
• Collaborate with the Operations department to ensure processes and team and client inquiries are addressed quickly
• Assist Advisor teams with account opening on Dataphile and preparing new client packages for client delivery, in an accurate and timely manner
• Train Advisor teams with internal and external platforms for client account opening and transfer process
• Provide teams with introductory technology overview of email, telephone, VPN, computer login, and Jabber (Cisco messaging platform)
• Work closely with Branch Management post-onboarding to monitor team progress and provide support as required
• Maintain Branch Management onboarding intranet site with process and documentation / tools / resources
• Maintain onboarding shared drive with recruit files and documentation
• Coordinate and order supplies for upcoming recruits
• Other duties as assigned

Qualifications

• Proven experience working with an Investment Advisor or a Branch Management team
• Exceptional organizational skills, experience with project and/or event coordination
• Technical knowledge and familiarity with standard hardware and software for basic support as needed
• Ability to take initiative, prioritize, multitask, and meet tight deadlines
• Quick and proactive thinker with innovative problem-solving skills
• Positive attitude and white glove service approach with the ability to work with various personality types
• Excellent communication skills, verbal and written in English, proficiency in French would be an asset
• 1 to 3 years of direct retail brokerage/wealth management experience
• 1 to 3 years of experience with employee onboarding and/or training experience
• Knowledge of Wealth Management Operations
• Proficiency with Microsoft Office Suite
• Knowledge of Dataphile and Maximizer systems would be an asset
• Flexibility to travel nationally

Education

• Post-Secondary Education
• Canadian Securities Course (CSC) and Conduct & Practices Handbook Course (CPH) would be an asset

Compensation and Benefits

The expected annualized base salary range for this role is $50,000-$63,000

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.

Benefits

Richardson offers a competitive total rewards package in addition to the base pay:

• performance-based incentive plan
• comprehensive health & dental benefits
• a group RRSP matching plan
• paid time off

Equal Opportunity Statement

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.