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Displaying 1 to 25 of 25

Portfolio Analytics Associate
Jun 12 - Richardson Wealth

Ensure a consistent delivery of Advisor team’s brand of service level: Proactive, Responsive, & Professional Responsible for developing and maintaining all analytical tools used in portfolio construction and risk management processes...



Research Manager
Jun 4 - Richardson Wealth

Manage relationships with Richardson Wealth’s research providers Build and maintain relationships with Investment Strategies team and key internal stakeholders Administer research subscriptions for Richardson Wealth advisors and...


Onboarding Support Coordinator
Jun 4 - Richardson Wealth

Organize pre-hire due diligence and regulatory licensing documentation of the new Investment Advisor and Team Members for transfer process Coordinate the licensing documentation between the new team and the Registrations department to...


Senior Financial Analyst (18 Month Contract)
Jun 3 - Richardson Wealth

Responsible for performing the day-to-day general ledger accounting, financial reporting and analysis for assigned areas Prepare daily FX P&L and coordinate with traders on open trade request Responsible for fixed assets register Release...


Recruiter (One Year Contract)
Jun 3 - Richardson Wealth

Establish relationships with key stakeholders to gain a comprehensive understanding of company and departmental processes and culture Work closely with hiring managers to determine the role description and go through the hring process and...



Manager, Branch Administrator
Jun 2 - Richardson Wealth

Implement directives and initiatives of Branch Manager and Head Office to ensure branch efficiencies and management Enforce the implementation of company policies, programs and processes to ensure better team and client experience Provide...


Manager, Corporate Communications
May 29 - Richardson Wealth

Help fully develop and manage the corporate communication strategy for process, consistency and to best reflect the firm’s brand and business goals Write/edit effective communications for both internal and external audiences...


Advisor Marketing Associate (Bilingual)
May 29 - Richardson Wealth

Ability to manage competing demands while providing proactive marketing strategies and thought leadership for Advisor teams Boutique Marketing management and coordination are key functions of this role. Responsibilities include receiving...


Branch Assistant
May 29 - Richardson Wealth

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...


Assistant
May 20 - Richardson Wealth

Investment Advisor Support: Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners Assist the Investment Advisor(s) in preparing account...


Associate, Team Coordinator
May 8 - Richardson Wealth

Team Coordination Analyze all existing team processes and practices, identify efficiencies and implement recommended improvements Manage the business model for the team to utilize for the client onboarding process, ongoing communications...


Assistant (Bilingual English/French)
May 8 - Richardson Wealth

Investment Advisor Support: Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners Assist the Investment Advisor(s) in preparing account...


Assistant (Bilingual English/French)
May 8 - Richardson Wealth

Investment Advisor Support: Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners Assist the Investment Advisor(s) in preparing account...


Associate
May 5 - Richardson Wealth

Investment Advisor Support: Prepare, analyze, and present reports and recommendations for clients including investment policy statements, portfolio evaluations, financial plans, retirement projections, client commentaries/reviews and...


Associate
May 1 - Richardson Wealth

Investment Advisor Support: Prepare, analyze, and present reports and recommendations for clients including investment policy statements, portfolio evaluations, financial plans, retirement projections, client commentaries/reviews and...


Financial Planner
Apr 27 - Richardson Wealth

To be able to prepare, understand and communicate detailed financial projections (including net worth, cash flows and income tax) and advanced tax planning strategies to team members, Investment Advisors and clients. This will include the...



New Accounts Administrator
Apr 2 - Richardson Wealth

Daily review of account opening documents to ensure data is reflected accurately in our system Ensure documents for verified ID comply with Anti Money Laundering (AML) and Qualified Intermediary (QI) regulations Review accounts opened...


Sr. Project Manager/Program Manager
Mar 26 - Richardson Wealth

Leader Lead by example (work ethic, time reporting/management, teamwork, enthusiasm and adaptability to change, etc.), Lead the client communication process, Lead by imparting a shared vision of the project's value to the business and...


Senior Risk Associate
Mar 24 - Richardson Wealth

Risk governance and reporting Manage and support the production of reporting for consumption by Risk Committee, Management, Executives and the Board of Directors Manage and support the production of periodic updates on the risk profile of...


Senior Financial Planner
Mar 19 - Richardson Wealth

To be able to prepare, understand and communicate detailed financial projections (including net worth, cash flows and income tax) and advanced tax planning strategies to team members, Investment Advisors and clients. This will include the...


Insurance Advisor, Sales and Service Support
Mar 10 - Richardson Wealth

Provide support to IA teams looking for product information as well as provide technical and administrative support for changes to our in-force insurance business Engage with clients to update their insurance files and to complete any...




Displaying 1 to 25 of 25

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