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About the Role
This is an exciting opportunity to join a highly respected wealth management business, where you will have the opportunity to work alongside experienced professionals, build strong relationships with high-net-worth clients, and play a meaningful role in the continued success of the firm. As an Associate, you will contribute to growing the business by supporting the Investment Advisors, ensuring high-level client service, and providing dedicated specialized administrative support on diverse assignments.
Responsibilities
- Support investment advisors with preparing reports for investment policy statements, performance, financial plans, retirement projections, client reviews and proposals
- Trading support for Investment Advisors
- Preparing account opening documentation, transfer authorizations, investment policy statements and KYC documentation for individuals, corporations and trusts
- Registered plan contributions
- Prepare book value adjustments, donation of appreciated securities, subscription agreements, address updates, etc.
- Communication with tax accountants and collection and coordination of tax slips, statements, realized gain/loss reports, etc. during tax season
- Provide a high level of client service which includes responding to phone, mail and email
- Transferring cash to client bank accounts, wire transfers in and out, confirming receipt of funds and transfers
- Delivering proactive and quality communication to ensure clients are continually updated of details related to their accounts
Requirements
- 3-5 years’ experience in the financial services industry
- Strong verbal and written communication skills in English
- Strong organizational and time management skills with attention to detail
- Ability to take initiative and work independently
- Commitment to learning new technologies, programs, and systems
- Understanding of industry compliance regulations
- Team hours are 7:30am – 4:00pm
Location
- Toronto
Work Type
- Hybrid
Experience Level
- 3-5 years
Education Level
- An undergraduate and/or postgraduate degree in Business/Economics or related field
- Must be licensed with Canadian Investment Regulatory Organization (CIRO) as an Investment Representative (IR)
Salary/Compensations
- $60,000-$90,000
Benefits
- Comprehensive health & dental benefits
- Group RRSP matching plan
- Paid time off
About the Company
- 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.
- Our 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.
Equal Opportunity
- 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.