Elevate your career as an Onboarding Support Coordinator with Richardson Wealth, focusing on national onboarding of high net worth Investment Advisor Teams. This role demands adaptability and initiative.
In this high-energy position, you'll be an essential part of the National Sales team, working closely with Branch Management to ensure meticulous preparation and smooth transitions for recent advisors. You'll coordinate all licensing requirements, provide on-site support, and manage documentation for new recruits throughout the onboarding process.
Key Responsibilities:
• Coordinate licensing documentation with the Registrations department
• Provide on-site support during team transitions
• Assist with technology and account setups for new advisors




• Train teams on internal and external client systems
• Maintain onboarding materials and files
Requirements:
• 1 to 3 years of onboarding or training experience
• Proven experience in retail brokerage or wealth management
• Strong organizational and multitasking abilities
• Proficiency in Microsoft Office and knowledge of Dataphile
• Excellent communication skills, English proficiency required
Help new teams thrive at Richardson Wealth while enhancing client experiences.
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📌 Onboarding Coordinator at Richardson Wealth (Toronto)
🏢 Richardson Wealth
📍 Toronto