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

📌 Credit Officer (Contract) (Toronto)
🏢 Richardson Wealth
📍 Toronto