Posted yesterday
Assistant
@ Richardson Wealth Ltd
Toronto, Ontario
Requirements summary:
- 3–4 years of experience in account openings, account transfers, and administration of client accounts within the financial services industry.
- Strong verbal and written communication skills in English.
- Strong organizational and time management skills, with exceptional attention to detail.
- Ability to take initiative and work independently.
- Commitment to learning new technologies, programs, and systems.
- Understanding of industry compliance regulations.
Source and dates
Employer career site / ATS feed · dayforce-feed
- Employer posting date
- 2026-11-10
- First seen by our source
- 2026-11-11
- Source record updated
- 2026-11-11
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Richardson Wealth Ltd
Saved company profile
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.™
Full company description
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.
- LinkedIn followers
- 42,103
- People associated on LinkedIn
- 932
- Reported office locations
- 100 Queens Quay East, Suite 2500, Toronto, Ontario M5E 1Y3, CA
- Business categories
- Wealth Management
- Finance
- Consulting
- FinTech
- Financial Services
- Other recorded names
- Richardson Wealth Ltd
- Richardson Wealth
- Specialties
- Wealth management
- Wealth strategies
- Tax strategies
- Business succession
- Financial planning
- Estate planning
- Family Office
- Investment management
- Portfolio management
- Alternative investing
- Insurance
- Wealth transfer
- Legacy planning
- and Philanthropy planning
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
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…
| Field | Value |
|---|---|
| Industry | Financial Services |
| Company size | 501-1,000 employees |
| Headquarters | Toronto, Ontario |
| Organization type | Privately Held |
| Specialties | Wealth managementWealth strategiesTax strategiesBusiness successionFinancial planningEstate planningFamily OfficeInvestment managementPortfolio managementAlternative investing |
| Open jobs on Jobsy | 35 |
| View page |
Who We Are:
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.
Take Your Career to the Next Level
This is an exciting opportunity for you 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.
This is an ideal opportunity for a hardworking individual who is looking to take their career to the next level, develop their expertise, and become part of a dynamic team where their contributions will be genuinely valued.
What We Offer
An opportunity to join one of the leading, fast-paced financial advisory teams in our downtown Toronto office. As an Assistant, you will contribute to growing the business by supporting the Investment Advisors, ensuring a high level of client service, and providing dedicated, specialized administrative support across a variety of assignments.
This is an existing vacancy
What the Position Includes
Account Openings & Administrative Support
Prepare account opening documentation, transfer authorizations, Investment Policy Statements, and Know Your Client (KYC) documentation for individuals, corporations, and trusts.
Prepare subscription agreements, process address updates, electronic funds transfers (EFTs), journals, and other account-related transactions.
Client Service & Communication
Provide a high level of client service through email, telephone, and mail correspondence.
Deliver proactive and high-quality communication to ensure clients are continually informed of details and updates related to their accounts.
Qualifications
3–4 years of experience in account openings, account transfers, and administration of client accounts within the financial services industry.
Strong verbal and written communication skills in English.
Strong organizational and time management skills, with exceptional attention to detail.
Ability to take initiative and work independently.
Commitment to learning new technologies, programs, and systems.
Understanding of industry compliance regulations.
Regular team hours are 7:30 a.m. – 4:00 p.m.
Education
A college degree in Finance or a related field is considered an asset.
The expected annualized base salary range for this role is $55,000-$60,000. The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity. Richardson offers a competitive total rewards package including comprehensive health & dental benefits, a group RRSP matching plan and paid time off.
We Invite You to Apply
If you are a professional looking to take your career to the next level in financial services, this is an opportunity to make a meaningful impact while learning from and being part of a highly experienced team.
You will gain practical experience in managing day-to-day operations, developing your expertise, and building relationships that will shape your career trajectory.
If you are looking to join a collaborative, high-caliber team where your contributions are valued and your potential is recognized, we encourage you to apply.
Why Apply:
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. 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.
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