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 qualified 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

📌 Assistant/Branch Assistant (Charlottetown)
🏢 Richardson Wealth
📍 Charlottetown