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 OverviewWe are seeking an individual to join our team in the Montréal office. As an assistant 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.This is an existing vacancy (this is a current role).Duties and ResponsibilitiesAssume responsibility for all administrative tasks, including opening accounts, updating client information, applying financial and non-financial changes, and processing various money movement requests.Follow up as needed with clients, investment advisors, and various internal and external stakeholders while managing files carefully and maintaining a highly efficient workflow.Help plan and organize annual, monthly, and everyday team actions.Follow up on client transactions to ensure proper settlement and deliveryInvestment Advisor SupportAssist the Investment Advisor(s) in preparing account documentation including client reviews, presentations, correspondence and reports, NAAF and KYC UpdatesResponsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partnersAssist the Investment Advisor (s) in preparing client meetings, Tax Packages, Salesforce Data Integrity and other.Client ServiceProvide professional, personalized, and high-quality client service by responding effectively to inquiries by phone, email,



and other communication channels.Respond to client requests, demonstrating a solid understanding of traditional brokerage services and related administrative processes.Collaborate with clients' accountants and other professionals by fulfilling requests for information and providing required documentation.QualificationsAt least 3 years of experience in the financial services industryProficiency in Microsoft Office suite (especially Excel, Word, PowerPoint, and Outlook) and SalesforceQuick grasp of new technologies, platforms, and appsExcellent management and client relations skillsStrong organizational skills and attention to detailAbility to set priorities, meet tight deadlines, and manage multiple projects simultaneouslySelf-reliance, high standards, and proactivityExcellent communication skills and the ability to collaborate effectively with multiple partiesProfessional Designations (Asset)Successful completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH), or CIRO equivalentLicensed with Canadian Investment Regulatory Organization (CIRO) as an Investment RepresentativeWhy ApplyOur 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.

📌 Assistant (Montreal)
🏢 Richardson Wealth
📍 Montreal