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 creative, 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.

📌 Onboarding Support Coordinator (Toronto)
🏢 Richardson Wealth
📍 Toronto