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 recent recruits and internal operational departments. Key Responsibilities:
Oversee documentation for current 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 current advisors at Richardson Wealth.

📌 Onboarding Support For Advisors At Richardson Wealth Toronto
🏢 Richardson Wealth
📍 Toronto