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 Branch Assistant’s role is to provide administrative support to the branch and display a skilled manner when dealing with the investment advisors, their team members and clients. This is a 12-month contract.

This is an existing vacancy.

Duties And Responsibilities

Administrative functions:

- Receiving and processing cheque daily deposits, recording credits to client accounts and keeping clean records for audit
- Printing and mailing cheques
- Receiving and processing certificates deposits
- Monitoring petty cash
- Assist the Branch Administrator in monitoring and clearing up the compliance pending list

Branch Functions

- New

📌 Branch Assistant (Burlington)
🏢 Richardson Wealth
📍 Burlington