Onboarding Support Coordinator

Richardson Wealth Limited; Toronto; On-site; CAD 49,500 - 60,500; Full time

Job summary

Richardson Wealth Limited is seeking an Onboarding Support Coordinator to plan and execute onboarding for new high net worth Investment Advisor Teams nationwide. You will collaborate with the National Sales department, Branch Management, and operations to ensure readiness and smooth transitions for all new advisor teams.

This existing vacancy requires strong organizational, onboarding, and tech coordination skills, plus the ability to travel nationally and support teams during onboarding and

Qualifications

• Proven experience with Investment Advisor or Branch Management teams.
• Excellent organizational and project coordination skills.
• Technical knowledge with standard hardware/software for basic support.
• Ability to multitask and meet tight deadlines.
• Strong English communication; French would be an asset.

Responsibilities

• Organize pre-hire due diligence and regulatory licensing documentation of the new Investment Advisor and Team Members for transfer process.
• Coordinate 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

Skills

Investment Advisor experience

Branch Management experience

Project coordination

Event coordination

Organizational skills

Communication skills

Education

Post-Secondary Education

CSC/CPH asset

Tools

Microsoft Office

Dataphile

Maximizer

Job description

Job Description

Posted Monday, July 27, 2026 at 4:00 a.m.

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

Salary & Benefits

The expected annualized base salary range for this role is $49,500-$60,500

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 in addition to the base pay, which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.

#LI-Hybrid

#LI-AA

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.