About UsAs 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 OverviewThe 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 ResponsibilitiesOrganize pre-hire due diligence and regulatory licensing documentation of the new Investment Advisor and Team Members for transfer processCoordinate the licensing documentation between the new team and the Registrations department to ensure activation upon hireLiaise with Branch Administrators to coordinate technology and on-site requirements for all new recruits and their team membersProvide in office support at all new team transitions to assist with client communications, documentation preparation,



and trainingLiaise with the IT group to ensure hardware and software set-up prior to team's arrival; manage technologyissues that may arise during transitionCollaborate with the Operations department to ensure processes and team and client inquiries are addressed quicklyAssist Advisor teams with account opening on Dataphile and preparing new client packages for client delivery, in an accurate and timely mannerTrain Advisor teams with internal and external platforms for client account opening and transfer processProvide teams with introductory technology overview of email, telephone, VPN, computer login, and Jabber (Cisco messaging platform)Work closely with Branch Management post-onboarding to monitor team progress and provide support as requiredMaintain Branch Management onboarding intranet site with process and documentation / tools / resourcesMaintain onboarding shared drive with recruit files and documentationCoordinate and order supplies for upcoming recruitsOther duties as assignedQualificationsProven experience working with an Investment Advisor or a Branch Management teamExceptional organizational skills, experience with project and/or event coordinationTechnical knowledge and familiarity with standard hardware and software for basic support as neededAbility to take initiative, prioritize, multitask,



and meet tight deadlinesQuick and proactive thinker with innovative problem-solving skillsPositive attitude and white glove service approach with the ability to work with various personality typesExcellent communication skills, verbal and written in English, proficiency in French would be an asset1 to 3 years of direct retail brokerage/wealth management experience1 to 3 years of experience with employee onboarding and/or training experienceKnowledge of Wealth Management OperationsProficiency with Microsoft Office SuiteKnowledge of Dataphile and Maximizer systems would be an assetFlexibility to travel nationallyEducationPost-Secondary EducationCanadian Securities Course (CSC) and Conduct & Practices Handbook Course (CPH) would be an assetCompensation and BenefitsThe expected annualized base salary range for this role is $50,000-$63,000Actual 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.BenefitsRichardson offers a competitive total rewards package in addition to the base pay:performance-based incentive plancomprehensive health & dental benefitsa group RRSP matching planpaid time offEqual Opportunity StatementRichardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. 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.

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