Richardson Wealth seeks an Onboarding Support Coordinator to lead the planning and execution of onboarding current high net worth Investment Advisor Teams on a national scope. The role sits within the National Sales department, coordinating with Branch Management and internal operations for smooth transitions.
Responsibilities include licensing coordination, technology setup, on-site support, and training on platforms like Dataphile.
📌 Onboarding Success Specialist (Toronto)
🏢 Richardson Wealth
📍 Toronto
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