Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term. We empower our advisory teams across the country to help you build your future. Working with a Richardson Wealth advisor isn’t just about getting financial and investing guidance. It’s about building relationships. We…
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The next generation of wealth.™
Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term. We empower our advisory teams across the country to help you build your future. Working with a Richardson Wealth advisor isn’t just about getting financial and investing guidance. It’s about building relationships. We are proudly Canadian and committed to providing you with the highest standards of client care as we work together to grow, protect, and enhance your financial wellbeing. Patrimoine Richardson est l'une des principales sociétés indépendantes de gestion de patrimoine au Canada. Nous offrons la touche personnelle d'une société boutique tout en simplifiant la complexité de votre patrimoine et en produisant des résultats dans chaque partie de votre vie, maintenant et à long terme. Nous habilitons nos équipes de conseillers à travers le pays à vous aider à bâtir votre avenir. Travailler avec un conseiller Patrimoine Richardson ne consiste pas seulement à obtenir des conseils en matière de finances et de placements. Il s'agit aussi d'établir des relations. Nous sommes fiers d'être Canadiens et nous nous engageons à vous offrir les normes les plus élevées en matière de service à la clientèle alors que nous travaillons ensemble pour faire croître, protéger et améliorer votre bien-être financier.
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Richardson Wealth Ltd has 34 open jobs in Canada as of November 6, 2026. Top locations: Toronto, Montréal and Calgary.
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Richardson Wealth Ltd
1+ YOERichardson Wealth Ltd needs candidates with 1 to 3 years of experience in an SMA or UMA program, strong attention to detail, and Microsoft Office skills. Experience with Envestnet is an asset, and an investment representative licence and a math, business or computer science degree are preferred.
Envestnet, Microsoft Office, Portfolio management tools
Richardson Wealth Ltd
3+ YOERichardson Wealth needs at least 3 years of financial services experience, strong Microsoft Office and Salesforce skills, and excellent organization, communication and client relations abilities. CIRO licensing and the Canadian Securities Course are assets.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
Richardson Wealth Ltd
1+ YOERichardson Wealth needs candidates with 1-2 years of payroll, benefits, HR administration or customer service experience. They must have strong organization, attention to detail, confidentiality discipline and intermediate Excel, Outlook and Word skills.
Ceridian Dayforce, Microsoft Excel, Microsoft Outlook, Microsoft Word, HRIS, Vendor self-service platforms
Richardson Wealth Ltd
Candidates need client relationship skills, strong written and verbal English, and some financial or administrative experience. Microsoft Office and CRM experience such as Maximizer, plus post-secondary education, are needed.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Maximizer
Richardson Wealth Ltd
5+ YOERichardson Wealth Ltd needs an undergraduate degree, a financial planning designation such as CFP, RFP or PFP, and detailed knowledge of Canadian taxation. Five years of direct client financial planning work is a key asset.
Financial planning software, Microsoft Excel, Microsoft Word
Richardson Wealth Ltd
Candidates need strong client relationship and communication skills in English, plus experience in the financial sector or administration. Proficiency with Microsoft Office and a CRM such as Maximizer is required, along with attention to detail and post-secondary education.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Maximizer
Richardson Wealth Ltd
5+ YOECandidates need 5+ years of in-house recruitment experience with a strong focus on proactive sourcing. They must have strong communication and organizational skills, working knowledge of Canadian employment and human rights law, and proficiency with an applicant tracking system and Microsoft 365.
Applicant Tracking System, Microsoft 365, HRIS, AI tools
Richardson Wealth Ltd
Candidates need strong client relationship skills, excellent written and oral English, and proficiency in French when based in Quebec. Relevant financial or administrative experience, post-secondary education, and Microsoft Office and CRM (such as Maximizer) skills are also required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Maximizer
Richardson Wealth Ltd
Richardson Wealth needs candidates with strong client relationship skills, excellent English communication, and experience in finance or administration. They should be skilled in Microsoft Office and CRM systems such as Maximizer, and have post-secondary education.
Microsoft Office, Word, Excel, PowerPoint, Outlook, Maximizer
Richardson Wealth Ltd
3+ YOECandidates need at least 3 years of financial services experience, a business or economics degree, and a CIRO Investment Representative licence. Strong communication, organization and attention to detail are also required.
Excel
Richardson Wealth Ltd
5+ YOECandidates need five to ten years of compliance or related experience at a CIRO-regulated investment dealer, strong written and oral communication in French, and sound judgment on regulations and supervision. Investment Representative or Registered Representative licensing with CIRO and supervisor training are expected.
Dataphile, PortfolioAid, Microsoft Office
Richardson Wealth Ltd
5+ YOERichardson Wealth needs candidates with 5+ years of financial services back-office experience, strong verbal and written communication, and leadership skills. Knowledge of CIRO policies and procedures is also required.
Fidelity Clearing
Richardson Wealth Ltd
1+ YOECandidates need one to two years of account transfer experience, clear written and oral communication, and strong organization and multitasking skills. Basic knowledge of Dataphile, ATON and CDS is optional, and French bilingualism and Fundcom knowledge are assets.
Dataphile, ATON, CDS, Fundcom
Richardson Wealth Ltd
3+ YOECandidates need at least 3 years of financial services experience, strong English communication and organization skills, and attention to detail. A CIRO Investment Representative licence is required, with a Registered Representative licence within 18 months of hire.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Maximizer, Salesforce
Richardson Wealth Ltd
1+ YOECandidates need Microsoft Office skills, strong communication and organizational skills, and attention to detail. Brokerage or finance experience of 1 to 3 years is beneficial but not required.
Microsoft Office
Richardson Wealth Ltd
5+ YOECandidates need 5+ years of hands-on quality assurance experience on complex enterprise applications, including Salesforce testing, API testing and automation tools such as Playwright or Selenium. Strong SQL skills and experience with Azure DevOps are also required.
Salesforce, Playwright, Selenium, Tricentis, BrowserStack, Postman
Richardson Wealth Ltd
5+ YOERichardson Wealth needs candidates with 5 to 10 years in the financial sector and proven branch administration experience in a medium to large branch. Strong organization, multitasking, technology support skills and CIRO registration (IR or RR) are needed; French is an asset.
Technology platforms
Richardson Wealth Ltd
1+ YOECandidates need 1-3 years of experience in the finance industry, familiarity with brokerage operations and Microsoft Office, and strong communication and organizational skills. Experience with Dataphile is a plus.
Dataphile, Microsoft Office
Richardson Wealth Ltd
5+ YOE5 à 10 ans d'expérience en conformité chez un courtier OCRCVM; Excellentes aptitudes en communication écrite et orale; Compétences en gestion des relations, médiation et leadership
Dataphile, PortfolioAid, Microsoft Office
Richardson Wealth Ltd
Richardson Wealth needs candidates with strong organization and attention to detail, solid administrative skills and comfort learning new software. Microsoft Office and CRM experience such as Salesforce is preferred, and post-secondary education in business or a related field is preferred.
Salesforce, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams
Richardson Wealth Ltd
2+ YOERichardson Wealth Ltd needs a candidate with 2 to 5 years of financial services experience, ideally in wealth management or client support, and strong Microsoft Office skills. Bilingual French and English is required, plus the judgment to handle escalations and the ability to coach others.
Microsoft Windows, Microsoft Excel, Microsoft Word, Microsoft Outlook
Richardson Wealth Ltd
1+ YOECandidates need experience in a call centre, help desk, client service or wealth management setting, strong Windows, Excel, Word and Outlook skills, and clear communication. French is highly advantageous, and 1 to 2 years of related service experience is preferred.
Microsoft Windows, Excel, Word, Outlook
Richardson Wealth Ltd
3+ YOECandidates need 3-5 years of financial services experience, an undergraduate degree, and CIRO licensing or willingness to be licensed within 6 months. Strong written and verbal English, organization, and attention to detail are essential.
Communication skills, Client relationship management, Trade securities, Sales, Documentation, Regulatory compliance
Richardson Wealth Ltd
5+ YOERichardson Wealth Ltd needs candidates with at least 5 years in financial services, ideally wealth management or brokerage. Candidates must hold CIRO registration and the Pl. Fin. designation, speak and write French excellently, and be proficient in Microsoft Office and Salesforce.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
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