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…
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
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.
Currency and observation date were not supplied; this is not a current valuation or a funding round.
No matching filters. Try another name.
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
Richardson Wealth Ltd
1+ YOECandidates need one to three years of wealth management or brokerage experience and onboarding or training experience. Strong organization, project coordination, Microsoft Office skills and good English communication are required, and French is an asset.
Dataphile, Maximizer, Microsoft Office Suite, Cisco Jabber, VPN
Richardson Wealth Ltd
Candidates need relevant financial or administrative experience, excellent English communication, strong client relationship skills and proficiency with Microsoft Office. Post-secondary education and experience with a CRM system such as Maximizer are also asked for.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Maximizer
Richardson Wealth Ltd
5+ YOECandidates need at least 5 years of client service, operations or business support experience in financial services. Strong problem solving, empathy, prioritization and an ability to work well with cross-functional teams are essential.
CRM platforms, case tracking tools, service dashboards
Richardson Wealth Ltd
Candidates need a good understanding of the securities industry, either through relevant experience or the Canadian Securities Course. Strong Microsoft Office skills, communication, analytical ability and time management are required, along with a post-secondary credential or relevant experience.
Dataphile, Microsoft Excel, Microsoft Outlook, Microsoft Word
Richardson Wealth Ltd
Candidates need client relationship skills, strong written and verbal English, and administrative or financial sector experience. Proficiency with Microsoft Office and CRM systems such as Salesforce, plus post-secondary education, is required.
Microsoft Office, Excel, PowerPoint, Outlook, Word, Copilot
Richardson Wealth Ltd
3+ YOECandidates need a university degree, a CIRO licence as Registered Representative, Branch Manager and Options Supervisor Course, and at least 3 years in a full service brokerage with compliance supervision. Strong recruiting results, organization, and communication skills are also required.
Dataphile, Microsoft Office Suite, Reuters
Richardson Wealth Ltd
10+ YOECandidates need 10+ years in wealth management, investment platforms or portfolio roles in a regulated financial services setting, with knowledge of suitability, KYC/IPS and dealer operations. Strong executive presence and proven leadership of cross-functional digital initiatives are required.
Regulatory compliance, Leadership, IPS, Documentation, Risk management, Reporting
Richardson Wealth Ltd
3+ YOECandidates need 3 to 5+ years in insurance administration or case coordination, strong knowledge of life insurance products, customer service training, bilingual English and French, and a LLQP Life License (Quebec) or willingness to obtain licences across Canada.
Microsoft Office, back-office administration system
Richardson Wealth Ltd
Candidates need advanced English and French, experience training or supporting users in wealth management or financial services, and hands-on experience with Croesus and Salesforce CRM. Strong presentation skills and an understanding of advisor workflows are also required.
Croesus, Salesforce CRM, AX360, Compass, iAssist
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 expected, along with post-secondary education.
Microsoft Office, Word, Excel, PowerPoint, Outlook, Maximizer
1 companies