Job Description
Posted Wednesday, August 26, 2026 at 4:00 a.m.

About Us:
As a leading Canadian wealth management organization,Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

Position Overview
The Credit Officer works with a small tight knit team of other Credit professionals to monitor, review, and approve daily retail credit requests and transactions submitted by the Advisor Teams, ensuring compliance with Regulatory requirements and Firm policies, and while avoiding unreasonable risk that may result in financial losses.

Duties and Responsibilities

Cheque/EFT withdrawals and Wire transfers, including on margin (within approved limits)

Third party payments

Security withdrawals

Capital calls

Delivery or Receive Against Payment (DAP / RAP) transactions

Stock options or warrants exercise

Charitable donations

Journal entries (i.e. moving cash and/or securities between accounts)

Write offs

Interest adjustments

Daily delinquent cash account reporting and supervision





Daily short reporting and supervision

Qualifications

A good understanding of the Securities Industry (relevant job experience or completion of the Canadian Securities Course will be considered

High proficiency in Microsoft Office, including Outlook, Excel, and Word

Experience with Dataphile is desired

Strong verbal and written communication skills

Strong problem solving and analytical ability

Excellent time management and prioritization skills

Education

Post-secondary degree/diploma or relevant job experience

The expected annualized base salary range for this role is $60,000 - $65,000. This a contract opportunity. The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity.

Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive workplace. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.

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📌 Credit Officer (contract) (Ontario)
🏢 Richardson Wealth
📍 Ontario