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. Solid 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 recent team members to facilitate their success from day one. Key Responsibilities:
Prepare and coordinate onboarding documentation for current 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.

📌 National Onboarding Support Coordinator Role Toronto
🏢 Richardson Wealth
📍 Toronto