Onboarding Success Specialist – Wealth Management (Winnipeg)

Onboarding Success Specialist – Wealth Management (Winnipeg)

15 Sep
|
Richardson Wealth
|
Winnipeg

15 Sep

Richardson Wealth

Winnipeg

Richardson Wealth seeks an Onboarding Support Coordinator to lead the planning and execution of onboarding new high net worth Investment Advisor Teams on a national scope. The role sits within the National Sales department, coordinating with Branch Management and internal operations for smooth transitions. Responsibilities include licensing coordination, technology setup, in office support, and training on platforms like Dataphile.

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📌 Onboarding Success Specialist – Wealth Management (Winnipeg)
🏢 Richardson Wealth
📍 Winnipeg

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