Become a pivotal Team Lead in the Account Transfers department at Richardson Wealth. Oversee complex account transfers while ensuring excellence in service and supporting team communication.

This leadership role reports directly to the Manager of Account Transfers, collaborating closely with fellow leads across the company. You will handle escalations from team members, branches, and various operational departments, providing essential training for current employees and facilitating smooth interdepartmental communication.

Key Responsibilities:
• Process complex account transfer requests efficiently
• Act as 1st tier escalation point for team inquiries
• Provide training and support for new team members




• Communicate effectively across departments and financial institutions
• Maintain and enhance Standard Operating Procedures

Requirements:
• 5+ years of back-office experience in financial services
• Strong verbal and written communication skills
• Proven leadership skills within a team-oriented environment
• Ability to prioritize and handle multiple issues
• Knowledge of CIRO policies and procedures

Elevate your career by leading the Account Transfers team at Richardson Wealth, ensuring accuracy and efficiency.
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📌 Account Transfers Lead at Richardson Wealth (Ontario)
🏢 Richardson Wealth
📍 Ontario