Posted last month
Associate
@ Richardson Wealth Ltd
Victoria, British Columbia
Overview
Richardson Wealth Ltd is hiring an Associate for its Victoria office to support three Investment Advisors with client service, reports, trade execution and portfolio monitoring. The role is full-time with a base salary of $50,000 to $70,000, and the title is Assistant until the candidate obtains the CIRO Investment Representative licence.
Responsibilities:
- Support three Investment Advisors with client calls and emails
- Prepare reports, financial plans and investment proposals
- Execute transactions and monitor portfolios and daily trading
- Review and update client profiles
- Follow compliance requirements for accounts and marketing materials
Requirements summary:
- Minimum 3 years in financial services
- CIRO Investment Representative licence (RR within 18 months)
- Undergraduate or postgraduate degree in Business/Economics or related field
- Proficiency in Microsoft Office and a CRM such as Maximizer or Salesforce
- Understanding of industry compliance regulations
Tools & skills
Source and dates
Employer career site / ATS feed · dayforce-feed
- Employer posting date
- 2026-09-30
- First seen by our source
- 2026-10-13
- Source record updated
- 2026-10-13
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Business operations |
| Experience | 3+ years |
| Hours per week | 40 (estimated) |
| Schedule | day |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | CIRO Investment Representative (IR), Registered Representative (RR) |
| Education | Bachelor’s degree (preferred) |
| Fields of study | Business, Economics |
Summary and details written by AI from the posting; the employer’s posting is the authority.
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 | 36 |
| 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.
Position Overview
We are seeking an individual to join our team in our Victoria office. As an Associate, the incumbent will contribute to growing the business by supporting the 3 Investment Advisors, ensuring high-level client service, and providing dedicated specialized administrative support on diverse assignments. This position works directly with the Associate Team Coordinator.
This is an existing vacancy.
Duties and Responsibilities
Investment Advisor Support:
· Assist with the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners
· Prepare, analyze, and present reports and recommendations for clients including investment policy statements, portfolio evaluations, financial plans, retirement projections, client commentaries/reviews and investment proposals
· Manage the execution of transactions on behalf of the Advisor
· Monitor portfolios and daily trading activity for the team
· Ongoing review and updating of Client Profiles
Client Service:
· Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full-service wealth advisory practice
· Provide gold standard client service anticipating client needs and delivering proactive and quality communications to ensure clients are apprised of details related to their accounts
Administration:
· Familiarize and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials to maintain a culture and operation of risk management
Qualifications
· Minimum 3 years’ experience in the financial services industry
· Excellent verbal and written communication skills in English
· Strong organizational skills
· Ability to take initiative and work independently
· Understanding of industry compliance regulations
· Strict attention to detail
· The ability to multi-task
· Excellent organizational and time management skills
· Ability to quickly learn new technologies and programs
· Proficiency with Microsoft Office, particularly Word, Excel, PowerPoint and Outlook
· Experience with Client Relationship Management systems such as Maximizer or Salesforce
· Motivated to learn and advance your career with additional courses as recommended
Education
· 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)
· Registered Representative (RR) licensing to be obtained within 18 months of date of hire
· Holding or working towards a Certified Financial Planner (CFP) designation would be an asset
· Consideration would be given to candidates actively studying to achieve their IR within 6 months as well
. Note that position title would be Assistant until IR license received
The expected annualized base salary range for this role is $50,000-$70,000.
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.
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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