Support the onboarding of high net worth Investment Advisor Teams in this pivotal role at Richardson Wealth. Your organizational skills and proactive approach will ensure successful transitions and client satisfaction.
As the Onboarding Support Coordinator, you'll work with Branch Management to organize essential documentation and provide technology support. The role necessitates a quick-thinking problem solver who can work efficiently under tight deadlines and adapt to varying team dynamics. Excellent communication is essential as you'll liaise with current recruits and internal operational departments.
Key Responsibilities:
• Oversee documentation for new advisor transfers
• Coordinate with Registrations for licensing documentation




• Provide support during team transitions
• Train teams in account setup and operations
• Manage onboarding resources and shared drives
Requirements:
• 1 to 3 years of direct experience in wealth management
• Exceptional organizational and project coordination skills
• Technical knowledge for hardware/software support
• Experience with Microsoft Office Suite
• Flexibility for national travel
Contribute to a high-performing culture as you assist new advisors at Richardson Wealth.
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📌 Onboarding Support for Advisors at Richardson Wealth (Toronto)
🏢 Richardson Wealth
📍 Toronto