Take Your Career To The Next Level
This is an exciting opportunity for you to join a highly respected wealth management business, where you will have the opportunity to work alongside experienced professionals, build strong relationships with high-net-worth clients, and play a meaningful role in the continued success of the firm. This is an ideal opportunity for a growth-oriented individual who is looking to take your career to the next level, develop your expertise, and become part of a dynamic team where your contribution will be genuinely valued.

What We Offer
An opportunity to join one of the leading rapid-paced financial advisory teams in the downtown Toronto office. As an Associate the incumbent will contribute to growing the business by supporting the Investment Advisors, ensuring high-level client service, and providing dedicated specialized administrative support on diverse assignments.

This is an existing vacancy.

Duties and Responsibilities
Financial Strategy & Trading

Support investment advisors with preparing reports for investment policy statements, performance, financial plans, retirement projections, client reviews and proposals

Trading support for Investment Advisors

Administrative Support & Action at Tax Time

Preparing account opening documentation, transfer authorizations, investment policy statements and KYC documentation for individuals, corporations and trusts

Registered plan contributions

Prepare book value adjustments, donation of appreciated securities, subscription agreements, address updates, etc.

Communication with tax accountants and collection and coordination of tax slips, statements, realized gain/loss reports,



etc. during tax season

Client Service

Provide a high level of client service which includes responding to phone, mail and email

Transferring cash to client bank accounts, wire transfers in and out, confirming receipt of funds and transfers

Delivering proactive and quality communication to ensure clients are continually updated of details related to their accounts

Qualifications

3-5 years’ experience in the financial services industry

Strong verbal and written communication skills in English

Strong organizational and time management skills with attention to detail

Ability to take initiative and work independently

Commitment to learning new technologies, programs, and systems

Understanding of industry compliance regulations

Team hours are 7:30am – 4:00pm

Hybrid Work Requirement: Candidates must be able to work from our Toronto office a minimum of two (2) days per week, with the remaining days worked remotely.

Education

An undergraduate and/or postgraduate degree in Business/Economics or related field

Must be licensed with Canadian Investment Regulatory Organization (CIRO) as an Investment Representative (IR)

The expected annualized base salary range for this role is $60,000-$90,000.

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 offers a competitive total rewards package including comprehensive health & dental benefits, a group RRSP matching plan and paid time off.

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📌 Associate (Ontario)
🏢 Richardson Wealth
📍 Ontario