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Added 7 mins ago
VC
Program Assistant (Office Admin), Mental Health & Substance Use - Lily's Community Heath Center
Vancouver Coastal Health
Vancouver, BC
- $26.42 to $28.25 CAD / hour
- Temporary
Come work as a Program Assistant (Office Admin) on the Mental Health and Substance Use team at Lily's Community Health Center with Vancouver Coastal Health (VCH) in Vancouver, BC!
Added 22 mins ago
Executive Receptionist
State Window Corporation
Vaughan, ON
Reporting directly to the Executive Administrative Assistant and indirectly to the CAO. The Receptionist serves as the first point of contact for visitors, clients and employees. This role…
Added 22 mins ago
SD
Pharmacy Assistant, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Thunder Bay, ON
- Part-time
Diploma from a Pharmacy Assistant credited course preferred
Added 22 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour
Shoppers Drug Mart
Quebec, QC
- Part-time
Diplôme d’un cours reconnu d’assistant technique en pharmacie, de préférence.
Added 22 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
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Diplôme d’un cours reconnu d’assistant technique en pharmacie, de préférence.
Added 37 mins ago
TG
Planet Fitness - Member Services Representative - Part Time - London
Taymax Group
London, ON
- Part-time
Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Club Manager as needed.
Added 37 mins ago
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Planet Fitness - Member Services Representative - Part Time - South Barrie
Taymax Group
Barrie, ON
- Part-time
Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Club Manager as needed.
Added 37 mins ago
TG
Planet Fitness - Member Services Representative - Part Time - Brockville
Taymax Group
Brockville, ON
- Part-time
Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Club Manager as needed.
Added 37 mins ago
Graduate Admissions Clerk
Simon Fraser University
Burnaby, BC
The Faculty of Graduate Studies directs the administration of more than 140 graduate programs across all three campuses and eight faculties. Our office supports the vision and leadership of…
Added 37 mins ago
Post Office Assistant - Term
Canada Post - Postes Canada
Rouyn-Noranda, QC
…Canada Post. We are currently seeking an on-call Post Office Assistant who will use a customer-focused approach when providing counter services to…
Added 37 mins ago
BL
Practice Assistant
Borden Ladner Gervais LLP (BLG)
Ottawa, ON
- Full-time
The Practice Assistant is a key member of a dynamic and innovative group of Trademark Agents, clerks and legal support staff, providing the highest level of service to our clients, while…
Added 52 mins ago
H
Medical Office Assistant
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
Added 52 mins ago
SD
Pharmacy Assistant, Hourly Full Time Day
Shoppers Drug Mart
Toronto, ON
- Full-time
Diploma from a Pharmacy Assistant credited course preferred
Added 52 mins ago
SD
Pharmacy Assistant, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Moncton, NB
- Part-time
Diploma from a Pharmacy Assistant credited course preferred
Added 52 mins ago
SD
Pharmacy Assistant, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Calgary, AB
- Part-time
Diploma from a Pharmacy Assistant credited course preferred
Added 52 mins ago
SD
Pharmacy Assistant, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Stratford, PE
- Full-time
Diploma from a Pharmacy Assistant credited course preferred
Added 52 mins ago
SD
Pharmacy Assistant, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Camrose, AB
- Part-time
Diploma from a Pharmacy Assistant credited course preferred
Added 52 mins ago
SD
Pharmacy Assistant, Hourly Full Time Evening
Shoppers Drug Mart
Charlottetown, PE
- Full-time
Diploma from a Pharmacy Assistant credited course preferred
Added 52 mins ago
UO
Assistant Professor, Teaching Stream - Nursing
University of Toronto
Toronto, ON
- $130,000 to $160,000 CAD / year
…positions in Nursing. The appointment will be at the rank of Assistant Professor, Teaching Stream with an anticipated start date of July 1,…
Added 52 mins ago
C
Senior Corporate Development Coordinator
Co-operators
Guelph, ON
- Full-time
…throughout acquisition initiatives as needed and coordinates the administration and management of CVC Fund project…
Added 1 hour ago
NA
Service Support Assistant - Lockers and Parking Services, Parking Administration
Northern Alberta Institute of Technology
St. Catharines, ON · Main Campus
- Full-time
The Locker and Parking Services teams are looking for a Services Support Assistant who has excellent interpersonal and organizational skills, and a passion for exemplary customer service.…
Added 1 hour ago
RB
Administrative Assistant
Royal Bank of Canada
Toronto, ON
- Part-time
…join our leading wealth management firm as an Administrative Assistant. By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team…
Added 1 hour ago
UO
Postdoctoral Research Fellow
University of British Columbia
Victoria, BC · BOFF | Therapeutics Initiative (THRPI)
- Full-time
Added 1 hour ago
ASSISTANT MANAGER
Boutique La Vie En Rose
Stratford, ON
Added 1 hour ago
JUNIOR ASSISTANT MANAGER
Boutique La Vie En Rose
Victoria, BC
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.

Richardson Wealth Ltd

Assistant

Burlington, ON, Canada

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Job details

Posting language: English
Posted: Oct 29, 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 Burlington 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 inquiries, preparing account documentation, and maintaining accurate client files.

Requirements

Candidates should possess post-secondary education and relevant experience in the financial or administrative sector. Strong proficiency in Microsoft Office and CRM software, along with excellent communication and organizational skills, is required.

Skills

Administrative support
Microsoft Office
Word
Excel
PowerPoint
Outlook
Maximizer CRM
Communication skills
Organizational skills
Attention to detail
Multitasking
Time management
Financial sector knowledge
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
Microsoft Office
Administrative support
Financial sector
Reporting
Expense records
Trade settlement
Data entry
Professional standards
Communication
Multitasking
Time constraints
Team environment
Documentation

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