Posted 2 months ago
Associate-Wealth Management
@ Richardson Wealth Ltd
Montréal, Quebec
Overview
Richardson Wealth Ltd is hiring an Associate for its Wealth Management team to support investment advisors with client documents, financial analyses, transactions and administration. The role requires at least 5 years of financial services experience, CIRO registration and a Certified Financial Planner designation.
Responsibilities:
- Préparer rapports, analyses et propositions pour les conseillers
- Ouvrir des comptes et traiter les demandes administratives
- Exécuter et suivre les transactions selon la réglementation
- Répondre aux demandes des clients par téléphone et courriel
- Préparer les rapports de valeur et de rendement des portefeuilles
Requirements summary:
- Au moins 5 ans d'expérience en services financiers
- Inscription auprès de l'OCRCVM (CIRO)
- Désignation Pl. Fin. de l'IQPF
- Excellent français parlé et écrit
- Maîtrise de la suite Microsoft Office et de Salesforce
Tools & skills
Source and dates
Employer career site / ATS feed · dayforce-feed
- Employer posting date
- 2026-09-07
- 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 | Mid level |
| Department | Finance & accounting |
| Experience | 5+ years |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | French, English |
| Licences & certifications | CIRO Registered Representative, Pl. Fin. (IQPF) |
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 | 35 |
| View page |
About Us:
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 looking for a meticulous, organized, and self-reliant individual with solid experience in the financial services industry and an excellent understanding of the needs of wealth management clients. The ideal candidate has exceptional client service skills, analytical ability, attention to detail, and the ability to manage multiple priorities effectively in a demanding professional environment.
This is an existing vacancy.
Duties and Responsibilities
Investment Advisor Support
• Support investment advisors in preparing, analyzing, and presenting documents and reports for clients, including investment policy statements, portfolio assessments, financial programs, retirement projections, portfolio reviews, and investment proposals.
• Collect, analyze, and summarize client financial and personal information to meet client needs and help develop strategies tailored to their goals.
• Prepare financial planning analyses and reports and help formulate recommendations based on each client’s situation, goals, and profile.
• Execute and track transactions on behalf of investment advisors, in accordance with procedures and regulatory requirements.
Administrative and Compliance Support
• Assume responsibility for all administrative tasks, including opening accounts, updating client information, applying financial and non-financial changes, and processing various money movement requests.
• Follow up as needed with clients, investment advisors, and various internal and external stakeholders while managing files carefully and maintaining a highly efficient workflow.
• Help plan and organize annual, monthly, and everyday team actions.
Client Service
• Provide professional, personalized, and high-quality client service by responding effectively to inquiries by phone, email, and other communication channels.
• Respond to client requests, demonstrating a solid understanding of traditional brokerage services and related administrative processes.
• Prepare client portfolio valuation, return, and performance reports.
• Collaborate with clients’ accountants and other professionals by fulfilling requests for information and providing required documentation.
Qualifications
• At least 5 years of experience in the financial services industry, ideally in wealth management or brokerage
• Registered Representative with the Canadian Investment Regulatory Organization (CIRO)
• Certified Financial Planner (Pl. Fin.) with the Institut québécois de planification financière (IQPF/IPF)
• Excellent spoken and written French
• Proficiency in Microsoft Office suite (especially Excel, Word, PowerPoint, and Outlook) and Salesforce
• Quick grasp of new technologies, platforms, and apps
• Excellent management and client relations skills
• Strong organizational skills and attention to detail
• Ability to set priorities, meet tight deadlines, and manage multiple projects simultaneously
• Self-reliance, high standards, and proactivity
• Excellent communication skills and the ability to collaborate effectively with multiple parties
Training and Professional Designations
• Registered Representative with the Canadian Investment Regulatory Organization (CIRO)
• Certified Financial Planner (Pl. Fin.) with the Institut québécois de planification financière (IQPF/IPF)
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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