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 Credit Officer works with a small tight knit team of other Credit professionals to monitor, review, and approve daily retail credit requests and transactions submitted by the Advisor Teams, ensuring compliance with Regulatory requirements and Firm policies, and while avoiding unreasonable risk that may result in financial losses.This is an existing vacancy.Duties and ResponsibilitiesThe Credit Officer reviews, approves, and/or administers:Cheque/EFT withdrawals and Wire transfers, including on margin (within approved limits)Third party paymentsSecurity withdrawalsCapital callsDelivery or Receive Against Payment (DAP / RAP) transactionsStock options or warrants exerciseCharitable donationsJournal entries (i.E.



moving cash and/or securities between accounts)Write offsInterest adjustmentsDaily delinquent cash account reporting and supervisionDaily short reporting and supervisionQualificationsA valuable understanding of the Securities Industry (relevant job experience or completion of the Canadian Securities Course will be consideredHigh proficiency in Microsoft Office, including Outlook, Excel, and WordExperience with Dataphile is desiredStrong verbal and written communication skillsStrong problem solving and analytical abilityExcellent time management and prioritization skillsEducationPost-secondary degree/diploma or relevant job experienceThe expected annualized base salary range for this role is $60,000 - $65,000. This a contract opportunity. 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.Why ApplyOur firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?If so, we’re ready to invest in you.Richardson 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.#J-18808-Ljbffr

📌 Bilingual Senior Cre Credit Officer – Risk Leader - $120,000 - $215,000 A Year (Winnipeg)
🏢 BMO Financial Group
📍 Winnipeg