Wealth Management Associate — Hybrid, Client & Trade Support

Richardson Wealth; Toronto; Hybrid; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Health & dental benefits

RRSP matching

Paid time off

Job summary

Richardson Wealth is seeking an associate in our downtown Toronto office to support Investment Advisors and deliver exceptional client service. This role involves financial reporting support, tax-season duties, and seamless administrative coordination.

The ideal candidate has 3–5 years in financial services, strong English communication, and a CIRO Investment Representative license. Hybrid work requires two in-office days per week with remaining days remote.

Qualifications

• Strong verbal and written communication skills in English.
• Ability to work independently and manage multiple tasks.
• Excellent organizational skills and attention to detail.

Responsibilities

• Support Investment Advisors with preparing reports, performance reviews, financial plans and client reviews.
• Handle administrative tasks including account openings, transfer authorizations and KYC documents; process tax paperwork.
• Provide high-level client service via phone, email and correspondence; ensure proactive client communication.

Skills

Communication

Independent work

Time management

Initiative

Learning new tech

Attention to detail

English proficiency

Education

Undergraduate or postgraduate degree in Business/Economics or related field

CIRO Investment Representative license

Job description

Richardson Wealth is seeking an associate in our downtown Toronto office to support Investment Advisors and deliver exceptional client service. This role involves financial reporting support, tax-season duties, and seamless administrative coordination.

The ideal candidate has 3–5 years in financial services, strong English communication, and a CIRO Investment Representative license. Hybrid work requires two in-office days per week with remaining days remote.