Step into a vital role as an Onboarding Support Coordinator at Richardson Wealth, where you will oversee the onboarding of high net worth Investment Advisor teams nationwide. Strong communication and organizational skills are key.

Working within the National Sales team, you will play a pivotal role in ensuring effective transitions for new advisor teams. This includes organizing pre-hire documentation, liaising with IT for technical support, and providing comprehensive training for new team members to facilitate their success from day one.

Key Responsibilities:
• Prepare and coordinate onboarding documentation for recent Advisor teams
• Manage technology setups and address IT issues during transitions
• Support the onboarding process with client communication and training




• Maintain shared resources and documentation for Branch Management
• Order supplies and manage logistics for upcoming recruits

Requirements:
• 1 to 3 years in retail brokerage or wealth management
• Strong project coordination and communication skills
• Proficiency with Microsoft Office; familiarity with Dataphile is a plus
• Flexibility to travel for onboarding events
• Ability to manage tight deadlines

Support advisor team success through effective onboarding at Richardson Wealth.
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📌 National Onboarding Support Coordinator Role (Ontario)
🏢 Richardson Wealth
📍 Ontario