About Us 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

We are seeking an individual to join our team in the Vancouver office. As an Assistant, Team Coordinator the incumbent will contribute to growing the business by providing support to the Investment Advisor(s), ensuring high-level client service, and effective functioning of the team through administration-related tasks and planning and execution of client events.

This is an existing vacancy.

Duties And Responsibilities

- Investment Advisor Support:
Responsible for the qualified servicing of incoming telephone and email contacts from clients, Advisors, and other internal and external partners
- Assist the Investment Advisors in preparing

📌 Assistant, Team Coordinator (Vancouver)
🏢 Richardson Wealth
📍 Vancouver