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Added 2 mins ago
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Financial Advisor
RBC
Wellington North, ON
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 2 mins ago
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Head of Advisor Technology - Americas
Vanguard
Toronto, ON
- Full-time
…strategies and technologies for building products and delivering…
Added 17 mins ago
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Advisor, Personal Insurance
Waypoint
Squamish, BC
- Full-time
The Advisor, Personal Insurance [Renewal] will drive revenue growth by achieving annual sales targets through effective customer management and service strategies. Responsibilities include…
Added 17 mins ago
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Advisor, Personal Insurance
Waypoint
Ladysmith, BC
- Full-time
The Advisor, Personal Insurance [Renewal] will drive revenue growth by achieving annual sales targets through effective customer management and service strategies. Responsibilities include…
Added 17 mins ago
GP
Consultant Solutions Technique (Ingénieur ventes)
Global Payments Inc.
Montreal, QC
- Full-time
Concevoir des solutions de paiement centrées sur le client qui équilibrent les objectifs d’affaires, les exigences techniques, l’évolutivité et la valeur commerciale afin de favoriser des…
Added 32 mins ago
M
Receptionist
MNP
Orangeville, ON
- Full-time
…firm by supporting internal and external clients. As a trusted advisor, you’ll ensure the efficient and effective operation of our…
Added 32 mins ago
M
Manager, Tax / Directeur(trice), Fiscalité
MNP
Bathurst, NB · Dieppe, NB
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll design solutions for clients that meet compliance and reporting requirements, minimize risk, drive…
Added 32 mins ago
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Senior Administrative Assistant
MNP
Toronto, ON
- Full-time
…firm by supporting internal and external clients. As a trusted advisor, you’ll ensure the efficient and effective operation of our…
Added 47 mins ago
Project Financial Advisor (Project Accountant)
WSP
Laval, QC
Bring clarity to the financial performance of projects that shape communities across Canada. As a Project Financial Advisor; you will partner with project managers, delivery teams,…
Added 47 mins ago
Advisor Associate - Hamilton
Scotiabank
Hamilton, ON
The Associate contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed / delivered in…
Added 47 mins ago
ScotiaMcLeod Administrative Associate
Scotiabank
White Rock, BC
As an Administrative 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…
Added 47 mins ago
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Paid Services Beauty Advisor II - Part Time
Sephora
Brantford, ON
- Part-time
The Paid Service Beauty Advisor is a certified beauty services expert who delivers personalized, paid beauty services within the Beauty Studio while creating an inclusive, elevated client…
Added 1 hour ago
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Technical Architect
enableIT
Toronto, ON
- Contract
Client & Banking Technology team seeks an experienced Technology Technical architect to design application systems, define architecture patterns, modernize technology stacks, and serve as a…
Added 1 hour ago
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Manager, Enterprise
BrainStation
Toronto, ON
- Full-time
Track record of growing client relationships and contributing to commercial outcomes in a professional services or advisory context
Added 1 hour ago
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National Accounts Director
OPENLANE
Brampton, ON
- $100,000 to $125,000 CAD / year
- Full-time
Identify opportunities for revenue growth, upselling, and cross-selling of services using a solution selling, data-driven approach, including educating the client on all OPENLANE services…
Added 1 hour ago
Insurance Advisor, Online Auto Services
Talent Acquisition Team at Westland Insurance. Text reply only.
Surrey, BC
We’re searching for an Insurance Advisor, Online Auto Services. Are you searching for new possibilities?
Added 1 hour ago
Assistant
Richardson Wealth Ltd
Montreal, QC
…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…
Added 1 hour ago
MW
Administrative Assistant
Mallard Wealth Advisors
Saskatoon, SK
- Full-time
Reporting to Derek Kennedy, Senior Wealth Advisor
Added 1 hour ago
OC
Associate Director, Social
OMD Canada
Toronto, ON
- Full-time
Lead development of full-funnel paid social strategies aligned to client business objectives
Added 1 hour ago
D
Product Owner, Product Management
Desjardins
Levis, QC · Montreal, QC
- Full-time
As Product Owner, Product management, you will represent the voice of the client in projects and be responsible for the member/client experience. You will consistently prepare a range of…
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Lorrainville, QC · Montreal, QC · Notre-Dame-du-Nord, QC · Témiscaming, QC · Caisse Desjardins du Témiscamingue
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 1 hour ago
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Associate, Commercial Banking (Public Sector Group)
BMO
Toronto, ON · FCP
- Full-time
…BMO’s Purpose to life by Boldly Growing the Good. As a trusted advisor to many of Canada’s important public institutions we provide top tier advice and banking solutions that enable our…
Added 1 hour ago
P
71-26 FTT Clinical Consultant
Pathways
Belleville, ON
- Part-time
…Consultants who will work on behalf of the clinical team with the client services management and the direct support team. The Clinical Consultant guides supported individuals towards…
Added 1 hour ago
Technical Advisor, Application Development
National Research Council Canada
Ottawa, ON
We are looking for a Technical Advisor, Application Development to support our Chief Information Officer Branch (CIOB). The Technical Advisor, Application Development would be someone who…
Added 1 hour ago
JC
Senior Client Executive - Real Estate Banking - Managing Director
JPMorgan Chase & Co.
Toronto, ON
- Full-time
Seeking a seasoned real estate business development/sales client manager specializing in Commercial Real Estate with proven revenue generating capabilities with the largest institutional…

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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