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Added 12 mins ago
C
Senior Corporate Development Coordinator
Co-operators
Guelph, ON
- Full-time
You have completed a post-secondary education in Business, Communications, Administration, Finance, or a related field
Added 27 mins 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 41 mins ago
G
Assistant(e) contrôleur(euse) / Assistant Controller
Genetec
Montreal, QC
- Full-time
En tant qu'assistant(e) contrôleur(euse), vous jouerez un rôle clé dans la supervision des opérations comptables, en garantissant l'intégrité financière et en accompagnant une équipe de…
Added 1 hour ago
SH
Administrative Assistant - AY2 - Primary Care
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Steinbach, MB
- Full-time
Reporting directly to the Director Health Services, the Administrative Assistant is responsible for the coordination and provision of administrative support to the Primary Care (PC)…
Added 1 hour ago
II
Assistant Manager – Oracle EBS Techno-Functional
Indian Institutes of Public Health (IIPHs)
Amos, QC
- Full-time
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BC
Student Accounting Assistant
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- Full-time
You are currently enrolled in a post-secondary degree, diploma, or certificate in Accounting, Finance, Business Administration or related discipline.
Added 2 hours ago
J
Property Administrator
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Toronto, ON
- Full-time
Serve as backup to administrative assistant for tenant service requests to be addressed by Building Operations and follow up to make sure that issues are resolved effectively and on a…
Added 2 hours ago
Administrative Clerk
University of Guelph
Guelph, ON
Supporting the review and routing of claims and providing general ledger coding under the direction of the Administrative Assistant to the Chair.
Added 2 hours ago
HI
Underwriting Assistant (PL)
HUB International
Langley (District), BC
- Full-time
We are currently looking for an Underwriting Assistant to join our growing team. As an Underwriting Assistant, you will support our underwriters in their day-to-day tasks. Working as part…
Added 2 hours ago
Co-op Assistant Coordinator, Cost Controls
Aecon
Toronto, ON
Added 2 hours ago
R
Administrative Assistant
RBC
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 2 hours ago
RD
Administrative Assistant
RBC Dominion Securities
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 2 hours ago
C
Business Coordinator for Vice Chair
CIBC
Toronto, ON
- Full-time
You have relevant experience. You bring proven experience as an Executive Assistant, Senior Assistant, Chief of Staff, Event Coordinator, or in a similar role supporting a senior executive…
Added 2 hours ago
Assistant Manager, Trade Support, Stock Loan Middle Office (GWO)
Scotiabank
Toronto, ON
1-3 years post-graduate experience in industry or academia in in the areas of capital markets, finance and banking and/or process improvement, business analysis and solution implementation…
Added 2 hours ago
Client Service Assistant
The Canada Life Assurance Company
Toronto, ON
As a Customer Service Assistant, you will play an important role in supporting the administration of Group Retirement Plans, including RRSP, RPP, DPSP, and Investment Only plans. Working…
Added 2 hours ago
Administrative Assistant - AY2 - Primary Care
Winnipeg Regional Health Authority
Steinbach, MB
Reporting directly to the Director Health Services, the Administrative Assistant is responsible for the coordination and provision of administrative support to the Primary Care (PC)…
Added 3 hours ago
B&
Accounting Manager
Black & McDonald Limited
Markham, ON
- $95,000 to $110,000 CAD / year
- Full-time
Black & McDonald’s Accounting & Finance team is growing! If you are committed and collaborative professional looking to contribute to a hard-working, innovative team, this opportunity is…
Added 3 hours ago
FC
Team Manager Insurance Operations
Fidelity Canada
Mississauga, ON
- Full-time
…Specialists, Wealth Advisors, Compliance, Legal, Technology, Finance, and Operations partners to ensure the function is positioned for long-term success. Through strong leadership,…
Added 3 hours ago
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Branch Manager - Office 1699
LendDirect
Kitchener, ON
- Full-time
“In 2015 I joined the company as an Assistant Manager. One year later I was promoted to Store Manager where I focused on building relationships and developing others in my store to help…
Added 3 hours ago
AF
Branch Manager - Office 1699
Attain Finance
Kitchener, ON
- Full-time
“In 2015 I joined the company as an Assistant Manager. One year later I was promoted to Store Manager where I focused on building relationships and developing others in my store to help…
Added 3 hours ago
Assistant
Richardson Wealth Ltd
Burlington, ON
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…
Added 3 hours ago
CG
Investment Advisor Assistant
Canaccord Genuity Group Inc.
Ottawa, ON
- Full-time
Canaccord Genuity Corp., our Canadian operation, is seeking an organized, detail-oriented Investment Advisor Assistant to join The Lonsdale Financial Group in Ottawa. Led by established…
Added 3 hours ago
B
Client Service Assistant, BMO Nesbitt Burns
BMO
Calgary, AB · CALG
- Full-time
The Client Service Assistant supports one or more Investment Advisors (IAs) and IA Team and staff, and private wealth branch operations with day-to-day administration and provides…
Added 5 hours ago
BC
Client Service Assistant
BFL CANADA
Waterloo, ON
- Full-time
We are looking for a Client Service Assistant to join our team in our Waterloo office!
Added 6 hours ago
LM
Assistant Center Director
LASIK MD
Calgary, AB
- Full-time
You support the Centre Director in managing the clinic (operations, finance, and team) in an effort to provide high quality services.

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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