Become the key player in onboarding high net worth Investment Advisor Teams at Richardson Wealth. This role requires organizational skills and the ability to coordinate technology and client communications effectively. As an Onboarding Support Coordinator, you'll support the Branch Management teams and internal departments across Canada.

This high-energy role is essential for ensuring smooth transitions for current advisor teams, from due diligence to technology setup and training. Strong problem-solving skills and a client-centric approach will be vital for success in this position. Key Responsibilities:

- Organize onboarding documentation for new advisor teams
- Coordinate with Registrations for licensing activation
- Liaise with Branch Administrators for tech requirements
- Assist with client communication and documentation preparation
- Train Advisor teams on internal platforms Requirements:
- 1 to 3 years in retail brokerage/wealth management
- Experience with employee onboarding processes
- Proficiency in Microsoft Office Suite
- Positive attitude with excellent communication skills
- Flexibility to travel nationally Elevate your career as you support Advisor teams through transitions at Richardson Wealth.

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