Onboarding Support Coordinator

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

Benefits offered by this job

Performance-based incentive plan

Health & dental benefits

Group RRSP matching

Paid time off

Job summary

Richardson Wealth is seeking an Onboarding Support Coordinator to plan and execute onboarding for new Investment Advisor Teams on a national scope. The role sits in the National Sales department and partners with Branch Management to ensure readiness, smooth arrivals, and transitions for all new teams.

This is an existing vacancy requiring strong organizational, problem-solving, and client-focused capabilities to deliver a seamless onboarding experience.

Qualifications

• Proven experience with Investment Advisor or Branch Management teams.
• Strong organizational and project coordination skills.
• Experience with onboarding and training activities.
• Excellent English communication, French an asset.

Responsibilities

• Organize pre-hire due diligence and licensing documentation for transfers.
• Coordinate licensing documentation between teams and Registrations for activation.
• Liaise with Branch Administrators for on-site requirements and tech setup.
• Provide on-site onboarding support for new teams and client communications.
• Collaborate with IT to ensure hardware/software readiness and troubleshoot issues.
• Assist Advisor teams with account openings and client packages.

Skills

Organizational skills

Project coordination

Onboarding expertise

Communication

Education

Post-Secondary Education

Canadian Securities Course (CSC) & Conduct & Practices Handbook (CPH) asset

Tools

Microsoft Office Suite

Dataphile

Maximizer

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.

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

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.

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.