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Added 3 mins ago
M
Elite Inforce Case Coordinator
Manulife
Halifax, NS · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
…Advisors across the country, we offer a suite of innovative wealth and protection solutions, including: segregated funds, mutual funds, annuities, guaranteed interest contracts, individual…
Added 3 mins ago
Mortgage Review Officer (Real Estate Secured Lending)
Scotiabank
Toronto, ON
…(BRM), Home Financing Lending Manager (HFLM), and Financial Advisor (FA), as well as all administrative findings. The CA will also communicate to their respective Manager, Credit Review,…
Added 3 mins ago
Senior Financial Advisor - Sherway Gardens, Etobicoke, ON
Scotiabank
Toronto, ON · Etobicoke, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 3 mins ago
Investment Analyst / Senior Investment Analyst – Private & Public Markets
Staffinity Inc
Toronto, ON · North York, Ontario
…Investment Analyst for a premier alternative investment and wealth management firm located in Toronto, ON. This is a full-time, permanent, in-person role offering a competitive base salary,…
Added 3 mins ago
PA
Portfolio Manager
Purpose Advisor Solutions
Toronto, ON
- Full-time
3–5 years in portfolio management, investment advisory, or wealth management, client-facing
Added 17 mins ago
MC
Director, Advisor Experience
Meridian Credit Union
St. Catharines, ON · Toronto, ON · Etobicoke, ON
- Full-time
The role: The Director, Advisor Experience leads Wealth field activation and sustained adoption by translating business priorities and enterprise programs into clear advisor and leader…
Added 17 mins ago
MC
Director, Distribution & Activation
Meridian Credit Union
St. Catharines, ON · Toronto, ON · Etobicoke, ON
- Full-time
Define and govern Wealth requirements for referral ecosystems, campaigns, lead management and segment strategies for mass affluent and high-net-worth members, leveraging data and…
Added 33 mins ago
Corporate - Commercial Lines - Commercial Account Manager
OTIP Group of Companies (OTIP, Orbit, Curo)
Waterloo, ON
The Commercial Account Manager serves as the lead relationship manager and trusted risk advisor for a portfolio of complex commercial clients. This role is responsible for developing and…
Added 1 hour ago
NB
Wealth Associate
National Bank of Canada
Oakville, ON
- Full-time
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 1 hour ago
NB
Wealth Associate
National Bank of Canada
Saguenay, QC · Chicoutimi, QC
- Full-time
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 1 hour ago
Assistant
Richardson Wealth Ltd
Ottawa, ON
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…
Added 1 hour ago
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Wealth Management Advisor
Desjardins
Montreal, QC · Caisse Desjardins de Lachine
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. You…
Added 2 hours ago
OF
Advisor Transition Coordinator
Optimize Financial Group
Toronto, ON
- Full-time
3+ years of experience in financial services, wealth management, or banking (advisor support, branch administration, transition/onboarding, or operations strongly preferred).
Added 2 hours ago
Wealth Protection Advisor, Service (Hybrid)
First West
Penticton, BC
…planning and advice to members, referring complex cases to the Wealth Protection Advisor. Builds and maintains relationships, analyzes member data on income, assets, liabilities and wealth…
Added 2 hours ago
Tangerine Growth Advisor - Tangerine
Scotiabank
Toronto, ON
Contributes to Tangerine’s overall success and growth of Tangerine Wealth by building trusted relationships with new and existing clients. Models an entrepreneurial mindset and ensures…
Added 2 hours ago
IP
Senior Wealth Advisor
IG Private Wealth Management - Larouche Private Wealth Management
Timmins, ON
- Full-time
Larouche Private Wealth Management is seeking a Senior Wealth Advisor to join our growing team. We serve families, business owners and professionals across Northern Ontario, providing…
Added 2 hours ago
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Administrative Assistant
RBC
Calgary, AB
- Full-time
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Added 2 hours ago
Financial Advisor - Eglinton & Laird Branch
Scotiabank
Toronto, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 3 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 3 hours ago
RJ
Client Service Coordinator/Administrative Assistant
Raymond James Ltd.
Waterloo, ON
- Full-time
BLA Private Wealth is a wealth management advisory practice committed to delivering exceptional client experiences and high ‑ quality financial guidance. We are seeking a reliable,…
Added 3 hours ago
SW
ScotiaMcLeod Administrative Associate - Toronto Plaza
Scotia Wealth Management
Toronto, ON
- Full-time
Support the growth of the business by managing tracking reports for Wealth Advisor to review targets, recommendations, and financial plans/concepts
Added 3 hours ago
SW
ScotiaMcLeod Investment Associate - Toronto Plaza
Scotia Wealth Management
Toronto, ON
- Full-time
As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to…
Added 3 hours ago
SW
ScotiaMcLeod Senior Associate - Laval, Qc
Scotia Wealth Management
Laval, QC
- Full-time
ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice,…
Added 3 hours ago
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Design Lead
Croesus
Laval, QC · Montreal, QC
- Full-time
Croesus provides innovative, high-performance, and secure wealth management solutions that include portfolio management systems, portfolio rebalancing tools, and application programming…
Added 3 hours ago
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AVP, Programs & Deployment
TD
Toronto, ON
- Full-time
…model evolution, and business transformation to strengthen TD Wealth's position as a leading voice for advice. The role is accountable for advancing strategic growth priorities, enabling…

Richardson Wealth Ltd

Assistant

Ottawa, ON, Canada

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Job details

Posting language: English
Posted: Oct 26, 2026

Original job description

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 the Ottawa office. As an Assistant the incumbent will contribute to growing the business by providing support to the Investment Advisor(s), ensuring high-level client service, and effective functioning of the team through administration-related tasks.

This is an existing vacancy

Duties and Responsibilities
Investment Advisor Support:
• Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners
• Assist the Investment Advisor(s) in preparing account documentation including client reviews, presentations, correspondance and reports

Client Service:
• Foster and support client relationships
• Respond to requests for information from clients
• Investigate and resolve inquiries related to accounts
• Request information and documentation from clients in order to open accounts and keep client files up to date
• Follow up on client trades to ensure proper settlement and delivery

Administration:

Maintain expense records and spreadsheets
Filing and general administrative office duties as required

Adhere to professional practices and standards, as well as internal processes and controls

Qualifications
• Superior client relationship management skills
• Demonstrate a professional and friendly manner
• Excellent verbal and written communication skills in English
• Relevant experience in the financial sector and/or administrative experience
• Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint and Outlook
• Experience with Client Relationship Management (CRM) systems such as Maximizer
• Strong organizational skills
• Meticulous attention to detail
• Ability to prioritize, multitask, work within time constraints and follow-up
• Ability to work in a team environment
• Ability to quickly learn new technologies and programs

Education
• Post-secondary education

The expected annualized base salary range for this role is $40,000-$65,000
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.

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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More about this job

Responsibilities

The Assistant will provide administrative and operational support to Investment Advisors to ensure high-level client service. Responsibilities include managing client communications, preparing account documentation, and maintaining office records.

Requirements

Candidates must possess superior client relationship management skills and proficiency in Microsoft Office applications. A post-secondary education and relevant experience in the financial or administrative sector are required.

Skills

Microsoft Office
Word
Excel
PowerPoint
Outlook
Maximizer
Communication skills
Organizational skills
Attention to detail
Multitasking
Time management
Financial sector knowledge
Administrative support
Account documentation
Client service

Benefits

Health benefits
Dental benefits
Group RRSP matching plan
Paid time off

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Investment advisor support
Client service
Account documentation
CRM
Maximizer
Administrative duties
Financial sector
Microsoft Office
Client files
Trade settlement
Expense records
Professional standards
Communication
Multitasking
Time constraints
Team environment
Client-centric
Wealth management organization
Office administration

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