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Added 1 hour ago
EJ
Canada Registered Branch Associate
Edward Jones
Port Dover, ON
- Full-time
…Organization (CIRO), who create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial…
Added 1 hour ago
SP
Solutions Architect, Salesforce Migrations (Data360, Revenue, Tableau, or Marketing Clouds)
Salesforce Partner Canada
Toronto, ON
- Full-time
…management and hands-on technical execution. You'll act as a trusted advisor who bridges a customer's legacy environment with their future-state platform - accelerating timelines through…
Added 1 hour ago
SP
Regional Sales Director
Salesforce Partner Canada
Toronto, ON
- Full-time
As a Sales Leader, you will manage and develop a team of Account Executives. You will take part in and lead client and prospect meetings, and work cross-functionally with internal partners…
Added 4 hours ago
RB
Client Advisor
Royal Bank of Canada
Stephenville, NL
- Part-time
…capabilities, you can build a great career with us as a future Account Manager/Banking…
Added 4 hours ago
RB
Client Advisor Intern
Royal Bank of Canada
Windsor, ON
- Part-time
…capabilities, you can build a great career with us as a future Account Manager/Banking…
Added 5 hours ago
B
Building Enclosure Engineer
BPA
Ottawa, ON · Kanata, ON
- Full-time
Buildings account for a significant share of energy use, emissions, and long‑term operational cost. The performance of the building enclosure is central to solving these challenges.
Added 7 hours ago
Technical Account Manager (TAM)
Web Hosting Canada (WHC)
Montreal, QC
WHC is looking for a Technical Account Manager to support our premium and VIP customers as their trusted technical advisor. Reporting to the Director of Customer Care, you’ll own the…
Added 7 hours ago
H
Client Director
helloDarwin
Montreal, QC
- Full-time
We're looking for an Executive Advisor to take ownership of a large client portfolio and the team that serves it, made up of account managers and analysts. This is a strategic advisory role…
Added 7 hours ago
O
Senior Cloud Service Manager- Financial Services
OpenText
Richmond Hill, ON
- Full-time
Act as the trusted advisor and primary relationship owner for assigned customers.
Added 9 hours ago
C
Bilingual Sales Associate, Apartments.com - Montréal, Québec
CoStar
Montreal, QC
- Full-time
Relationship Management – Build and maintain relationships with clients as a trusted advisor to their strategic marketing plan and grow revenue.
Added 9 hours ago
EP
Industrial Sales Representative
East Penn Canada: Backup Power Division
Mississauga, ON
- Full-time
…and consumer markets, creating ongoing demand and long‑term account relationships. We support our sales professionals with strong products, meaningful partnerships, and the structure needed…
Added 9 hours ago
G
Enterprise Account Executive
Gumloop
Vancouver, BC
- Full-time
…all through pure word of mouth. We're bringing on a seasoned Account Executive to navigate our largest enterprise deals and go after hundreds of product-qualified leads. This is a…
Added 10 hours ago
C
Bilingual Sales Associate, Apartments.com - Montréal, Québec
CoStar
Montreal, QC
- Full-time
Relationship Management – Build and maintain relationships with clients as a trusted advisor to their strategic marketing plan and grow revenue.
Added 10 hours ago
D
UI Designer, Research and marketing
Desjardins
Levis, QC · Montreal, QC
- Full-time
…are responsible for highly complex initiatives, taking into account visual interface design features. You help solve problems with a high degree of operational and conceptual complexity, in…
Added 10 hours ago
I
Client Solutions Lead
Insight
Remote, Canada
- Full-time
- Remote
Collaborate with AEs to align Services strategy with account priorities.
Added 10 hours ago
T
Représentant Du Service à La Clientèle
TEKsystems
Montreal, QC
- $24 to $25 CAD / hour
- Contract
bancaires courants / Everyday Banking Advisor (Bilingual English/French)
Added 11 hours ago
EL
Head of AI Product – Trust Intelligence
EnStream LP
Toronto, ON
- Full-time
…EnStream Trust Platform. You'll turn mobile network, device, SIM, account and identity signals into intelligent products such as trust scores, fraud risk signals and real-time decisioning.…
Added 11 hours ago
TW
Senior Financial Advisor
Thrive Wealth Management
Regina, SK
- Full-time
Senior Financial Advisor - Member Contact Centre
Added 11 hours ago
T
Mandarin/Cantonese/English Banking Advisor
TEKsystems
Mississauga, ON
- $24 to $25 CAD / hour
- Contract
As a Banking Advisor, you'll be the first point of contact for customers calling for support with their banking needs. You'll handle approximately 40-60 inbound calls daily while providing…
Added 11 hours ago
T
Mandarin/Cantonese/English Banking Advisor
TEKsystems
Vancouver, BC
- $24 to $25 CAD / hour
- Contract
As a Banking Advisor, you'll be the first point of contact for customers calling for support with their banking needs. You'll handle approximately 40-60 inbound calls daily while providing…
Added 11 hours ago
CC
Senior Financial Advisor
Conexus Credit Union
Regina, SK
- Full-time
Senior Financial Advisor - Member Contact Centre
Added 11 hours ago
S
Associate Customer Success Manager - French
ServiceNow
Montreal, QC
- Full-time
You will operate as a confident advisor - overriding agent-recommended plays where customer context demands, leading Customer Business Reviews at Director and Manager level, and translating…
Added 11 hours ago
MF
Advisor Associate - Hamilton
MD Financial Management | Gestion financière MD
Mississauga, ON
- Full-time
Added 11 hours ago
FN
IPC Lead Advisor, Infection Prevention and Control
First Nations Health Authority
Vancouver, BC · Metro Vancouver A, BC
- Full-time
Title: IPC Lead Advisor, Infection Prevention and Control
Added 12 hours ago
A
Sales Lead, Canada Public Sector
Anthropic
ON · Ontario, Canada
- Full-time
…procurement stakeholders, and mission owners, becoming a trusted advisor on AI capabilities and…

Richardson Wealth Ltd

Assistant

Montreal, QC, Canada

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Job details

Experience: At least 3 years of experience in the financial services industry
Posting language: English
Posted: Nov 2, 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 Montréal 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 (this is a new role).

Duties and Responsibilities

Administrative 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.
• Follow up on client transactions to ensure proper settlement and delivery

Investment Advisor Support:
• Assist the Investment Advisor(s) in preparing account documentation including client reviews, presentations, correspondence and reports, NAAF and KYC Updates
• 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 client meetings, Tax Packages, Salesforce Data Integrity and other.

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.
• Collaborate with clients’ accountants and other professionals by fulfilling requests for information and providing required documentation.

Qualifications
• At least 3 years of experience in the financial services industry
• 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

Professional Designations (Asset):
• Successful completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH), or CIRO equivalent

Licensed with Canadian Investment Regulatory Organization (CIRO) as an Investment Representative

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 support to investment advisors, including account management, documentation preparation, and processing financial requests. They are also responsible for delivering high-quality client service by responding to inquiries and collaborating with external professionals.

Requirements

Candidates must have at least 3 years of experience in the financial services industry and proficiency in Microsoft Office and Salesforce. Strong organizational skills, attention to detail, and the ability to manage multiple projects are essential for this role.

Skills

Administrative support
Client service
Account management
Microsoft Office
Salesforce
Financial services
Data integrity
Communication
Organizational skills
Attention to detail
Time management
Problem solving
Proactivity
Collaboration
Investment documentation
Client relations

Benefits

Professional development
Inclusive environment

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Investment advisor
Administrative tasks
Account opening
NAAF
KYC
Tax packages
Salesforce
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Microsoft Outlook
Financial services
Client relations
CSC
CPH
CIRO
Investment representative
Brokerage services
Data integrity
Workflow management
Client documentation
Professional servicing
Communication skills
Project management
Proactivity
Collaboration
Financial industry
Wealth management organization
Client-centric

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