05 Oct
|
Richardson Wealth
|
Toronto
05 Oct
Richardson Wealth
Toronto
Richardson Wealth Ltd. is seeking an Onboarding Support Coordinator to plan and execute onboarding for current Investment Advisor Teams on a national scope. You will work with National Sales, Branch Management, and operations to ensure readiness, transitions, and smooth client communications.
The role requires experience with onboarding, licensing, and wealth management operations, plus strong organizational and communication skills. Hybrid work and a competitive rewards package are offered.
📌 Wealth Management Onboarding Coordinator (Hybrid) (Toronto)
🏢 Richardson Wealth
📍 Toronto