Who We Are
As 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.

Who We Are
As 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 Overview
The role entails receptionist duties in a skilled office setting, assist with branch administrative functions and to assist advisory team with documentation and team administration.

This is an existing vacancy.

Reception Functions
Duties and Responsibilities

Receive, greet, and direct calls and clients

Sort and distribute incoming mail

Assist to coordinate branch and client meetings, set up boardrooms

Accounts payable

Order office and kitchen supplies and monitor inventory

Branch Functions

Receiving and processing cheques

Assist the Branch Administrator in monitoring compliance items

New account documentation, recorded and couriered to head office

Back up to the Branch Administrator

Additional duties as per assigned

Assistant To Investment Advisor Functions

Acquire expert knowledge of the documentation process and liaise with back-office staff

Assist Investment Advisors with a range of administrative support

Answer phones, client inquiries and email client communication

Process client banking related transactions

Assist with special projects as required





Aid in the planning and coordinating of client events

Update and open client accounts

Backup ensuring transactions are processed on a timely manner

Liaise with marketing department

Client service-related activities

Additional duties as needed

Qualifications

1-3 years working experience in the Finance industry beneficial but not necessary.

Eager to learn new skills and adapt to a changing working environment

Ability to work efficiently, multitask and maintain professionalism in a high-pressure environment

Operations familiarity within the brokerage industry

Strong Microsoft Office Suite skills

Strong communication and interpersonal skills

Detail oriented

Organizational skills

The expected annualized base salary range for this role is $43,200-$50,000.

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.

Richardson offers a competitive total rewards package in addition to the base pay, which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.

Why Apply
Our 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.

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📌 Assistant/Branch Assistant (Prince Edward Island)
🏢 Richardson Wealth
📍 Prince Edward Island