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Added 14 mins ago
FB
Produce Production Assistant Manager
Farm Boy Inc.
Toronto, ON
- From $21.5 CAD / hour
- Full-time
Partner with the Department Manager to execute department strategies that achieve performance goals and business objectives.
Added 14 mins ago
SD
Merchandiser, Hourly Part Time Day
Shoppers Drug Mart
Winkler, MB
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 14 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
St. Thomas, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 14 mins ago
SD
Pharmacy Assistant, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Brampton, ON
- Part-time
Diploma from a Pharmacy Assistant credited course preferred
Added 14 mins ago
SD
Merchandiser, Hourly Full Time Evening
Shoppers Drug Mart
Victoria, BC
- Full-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 14 mins ago
LC
Pharmacy Assistant Part Time Day
Loblaw Companies Limited
Winkler, MB
- Part-time
Experience as a Pharmacy Assistant is an asset
Added 29 mins ago
S
Assistant Manager, Derivative Settlements Operations, Settlements & Clearing (18-Month Contract GWO)
Scotiabank
Toronto, ON
- Contract
…initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted follow governing regulations, internal policies, and…
Added 29 mins ago
LC
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Victoria, BC
- Full-time
Ensures staffing levels are adequate to effectively operate the business
Added 29 mins ago
S
Business Assistant
SaskPower
Estevan, SK
- Contract
Added 29 mins ago
LC
Merchandiser, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
St. Thomas, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 29 mins ago
LV
ASSISTANT.E GÉRANT.E-EN
La Vie En Rose
Saint-Sauveur-des-Monts, QC
- Full-time
Being part of a family-owned business committed to the community
Added 29 mins ago
MP
Pharmacy Data Specialist
MediSystem Pharmacy
Mississauga, ON
- Full-time
As a Pharmacy Data Specialist, you will use your Pharmacy Assistant expertise within the pharmacy industry to specialize in the inputting of prescriptions into MediSystem Pharmacy's…
Added 29 mins ago
LV
ASSISTANT.E GÉRANT.E JUNIOR-EN
La Vie En Rose
Saint-Constant, QC · St Constant, QC
- Full-time
Being part of a family-owned business committed to the community
Added 30 mins ago
WI
Project Assistant, Buildings M&E
WSP in Canada
Vancouver, BC
- Full-time
As a Project Assistant, Mechanical and Electrical Engineering, based in our Vancouver office, you'll support the Buildings mechanical and electrical engineering team across active projects…
Added 30 mins ago
MP
Pharmacy Data Specialist
MediSystem Pharmacy
Richmond, BC
- Full-time
As a Pharmacy Data Technician, you will use your Pharmacy Assistant expertise within the pharmacy industry to specialize in the inputting of prescriptions into MediSystem Pharmacy's…
Added 30 mins ago
EG
Administrative Assistant
Emterra Group
Regina, SK
- Full-time
…and Minority Supplier Council (CAMSC) and the Canadian Women Business Enterprise National Council…
Added 30 mins ago
HR
Assistant Financial Controller
Horizon Recruitment Inc
Vancouver, BC
- $120,000 to $140,000 CAD / year
- Full-time
Horizon Recruitment is recruiting for an Assistant Controller to join a growing, privately held construction company in downtown Vancouver. This is an exciting opportunity to join an…
Added 30 mins ago
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FT Supervisor Grocery Graveyard - Thrifty Foods
Sobeys
Sidney, BC
- Full-time
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 30 mins ago
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Childcare Assistant Director- Cy Becker
Kepler Academy Early Learning & Child Care
AB · Edmonton, AB
- Full-time
Assistant Directors will promote excellence in the delivery of Kepler Academy’s core foundation. You will promote and provide a positive work environment, relevant feedback, communication…
Added 30 mins ago
Seasonal Associate - Famous Footwear
Caleres
Georgetown, ON
Essential Functions: Other responsibilities may be performed as needed to ensure the needs of the business are met. Overtime hours may be required to meet business needs.
Added 30 mins ago
FT Supervisor Grocery Graveyard - Thrifty Foods
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Sidney, BC
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 30 mins ago
Scheduling Assistant
Mayfair Diagnostics
Calgary, AB
Position Title: Scheduling Assistant, Operations
Added 30 mins ago
LL
Accounting Assistant
Litco LSO
Calgary, AB
- Full-time
Litco LSO is a Legal Support Organization (LSO) that unites independent law firms by sharing services and business practices across a network of partners. As a first-of-its-kind LSO for…
Added 30 mins ago
IF
Group Insurance Underwriter
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
As a Group Insurance Underwriter, you will be at the heart of our mission. Reporting to the Assistant Director, Underwriting, your main responsibilities will include:
Added 30 mins ago
TF
Office Manager, Underwriting and Client Satisfaction
Trevor Frances Recruitment
Toronto, ON
- Full-time
Experience: Minimum of 2 years of experience in a specialized administrative, executive assistant, or client service coordinator role (ideally within financial services, wealth management,…

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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