Onboarding Support Coordinator

Richardson Wealth Ltd; Toronto; Hybrid; CAD 50,000 - 63,000; Full time

Benefits offered by this job

Hybrid work model

Performance-based incentive plan

RRSP matching

Health & dental benefits

Paid time off

Job summary

Richardson Wealth Ltd. is seeking an Onboarding Support Coordinator to plan and execute onboarding for new Investment Advisor Teams on a national scope. You will work with National Sales, Branch Management, and operations to ensure readiness, transitions, and smooth client communications.

The role requires experience with onboarding, licensing, and wealth management operations, plus strong organizational and communication skills. Hybrid work and a competitive rewards package are offered.

Qualifications

• Experience with an Investment Advisor or Branch Management team is required.
• Strong organizational skills and ability to coordinate projects or events.
• Experience with employee onboarding and training.
• Knowledge of Wealth Management Operations and standard software tools.
• French language skills are a plus.

Responsibilities

• Organize pre-hire due diligence and licensing documentation for new teams.
• Coordinate licensing between teams and Registrations to activate upon hire.
• Liaise with Branch Administrators on on-site requirements for recruits.
• Provide on-site onboarding support for client communications and training.
• Assist IT with hardware/software setup before arrival and resolve tech issues.
• Collaborate with Operations to address process and client inquiries quickly.
• Assist with account opening in Dataphile and prep client packages.
• Train teams on platforms for account opening and transfers.
• Provide introductory tech overview (email, VPN, Jabber, etc.).
• Monitor onboarding progress with Branch Management and provide support.
• Maintain onboarding intranet and shared recruit documentation.
• Coordinate and order supplies for upcoming recruits.

Skills

Organizational skills

Project coordination

Communication skills

Multitasking

Problem solving

Travel readiness

Education

Post-secondary education

Canadian Securities Course (CSC)

Conduct & Practices Handbook Course (CPH)

Tools

Dataphile

Maximizer

Microsoft Office Suite

Job description

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

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

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 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.

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