Onboarding Support Coordinator (Toronto)

Onboarding Support Coordinator (Toronto)

07 Sep
|
Richardson Wealth
|
Toronto

07 Sep

Richardson Wealth

Toronto

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. 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 Onboarding Support Coordinator is a high energy and adaptable role responsible for the planning and execution of onboarding new high net worth Investment Advisor Teams on a national scope. As part of the National Sales department, the incumbent will work closely to support the Branch Management teams and other internal operational departments to ensure readiness, smooth arrival, and transitions for all new advisor teams. This is an existing vacancy. Duties And Responsibilities Organize pre-hire due diligence and regulatory licensing documentation of the current Investment Advisor and Team Members for

📌 Onboarding Support Coordinator (Toronto)
🏢 Richardson Wealth
📍 Toronto

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