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Added 5 mins ago
R&
Bilingual (Eng/Fr) Accounts Payable & Accounts Receivable Specialist
Robertson & Company Ltd.
Montreal, QC
- Contract
At least one year of AP/AR Clerk experience; internship experience will also be considered
Added 5 mins ago
X
Sales Development Representative (Hybrid) (Toronto)
Xe.com
Toronto, ON
- Full-time
The Role. TheSales Development Representative (SDR) is an early-career opportunity focused on generating early-stage demand and introducing potential corporate clients to Xe’s FX and…
Added 5 mins ago
TH
Associé(ée) à la mise en marché (temps partiel)
The Home Depot Canada
Saint-Bruno-de-Montarville, QC · St-Bruno-de-Montarville, QC
- Part-time
…organization, and display/signage maintenance designed to enhance the customer experience. MEAs execute merchandising strategies and ensure product is displayed correctly to drive sales and…
Added 5 mins ago
CC
Entry Level Suspension Technician
Crane Carrier (Canada) Limited
Cambridge, ON
- Full-time
Company culture grounded in customer service and values its people
Added 20 mins ago
LC
Asset Protection Representative
Loblaw Companies Limited
Sault Ste. Marie, ON
- Full-time
Technical Edge – Experience with CCTV, surveillance tools, and Microsoft Office (Word, PowerPoint, Outlook).
Added 20 mins ago
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Asset Protection Representative
Loblaw Companies Limited
Toronto, ON
- Full-time
Technical Edge – Experience with CCTV, surveillance tools, and Microsoft Office (Word, PowerPoint, Outlook).
Added 20 mins ago
LC
Asset Protection Representative
Loblaw Companies Limited
Toronto, ON
- Full-time
Loblaws located at 11 Redway Rd, Toronto, ON, M4H 1P6 is looking for an Asset Protection Representative, formerly Loss Prevention. Enjoy an exciting career with one of the largest Asset…
Added 20 mins ago
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Asset Protection Representative
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Calgary, AB
- Full-time
Technical Edge – Experience with CCTV, surveillance tools, and Microsoft Office (Word, PowerPoint, Outlook).
Added 20 mins ago
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Asset Protection Representative
Loblaw Companies Limited
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- Full-time
Technical Edge – Experience with CCTV, surveillance tools, and Microsoft Office (Word, PowerPoint, Outlook).
Added 20 mins ago
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Asset Protection Representative
Loblaw Companies Limited
Calgary, AB
- Full-time
Technical Edge – Experience with CCTV, surveillance tools, and Microsoft Office (Word, PowerPoint, Outlook).
Added 20 mins ago
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Asset Protection Representative
Loblaw Companies Limited
Vaughan, ON
- Full-time
We are hiring for a full-time Asset Protection Representative at Fortinos located at 8585 Hwy 27, in Woodbridge, ON. This position requires open availability based on store hours, including…
Added 35 mins ago
IF
Account Manager Combo BDM / CDM
Impact Fulfillment Services
Kitchener, ON
- Full-time
…profitability of current accounts as well as to develop profitable new customer business and meet or exceed assigned quotas for revenue and new accounts. The CDM Combo will have…
Added 35 mins ago
PF
Afternoon Warehouse Associate Replenisher
Performance Food Group
Milton, ON
- Full-time
Selecting product in accordance with customer orders and delivery sequence.
Added 35 mins ago
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Afternoon Warehouse Associate Full Case
Performance Food Group
Milton, ON
- Full-time
Retrieving product in accordance with printed customer orders and packing products.
Added 35 mins ago
IF
Rental Account Manager
Impact Fulfillment Services
Concord, ON
- Full-time
…outside sales. This role will grow with a career path toward Customer Development Manager and/or Business Development Manager roles in our Lease…
Added 35 mins ago
IF
Rental Account Manager
Impact Fulfillment Services
Toronto, ON · Etobicoke, ON
- Full-time
…outside sales. This role will grow with a career path toward Customer Development Manager and/or Business Development Manager roles in our Lease…
Added 35 mins ago
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Vehicles Sales Manager
Impact Fulfillment Services
Dartmouth, NS
- Full-time
The Vehicles Sales Manager CN implements: marketing, sales and customer satisfaction initiative to increase retails sales productivity. Through development of a strong retail network, the…
Added 1 hour ago
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Uniformed Asset Protection Personnel
Loblaw Companies Limited
Ottawa, ON
- Part-time
RCSS 4270 Innes Rd, Ottawa, ON K4A 5E6 is seeking a Customer Support representative reporting to the Asset Protection team. Are you passionate about creating a welcoming atmosphere,…
Added 1 hour ago
LC
Asset Protection Representative
Loblaw Companies Limited
Upper Tantallon, NS
- Full-time
Technical Edge – Experience with CCTV, surveillance tools, and Microsoft Office (Word, PowerPoint, Outlook).
Added 1 hour ago
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Uniformed Asset Protection Personnel
Loblaw Companies Limited
Kitchener, ON
- Part-time
RCSS 1205 Oxford St W, London, ON N6H 1V9 is seeking a Customer Support representative reporting to the Asset Protection team. Are you passionate about creating a welcoming atmosphere,…
Added 1 hour ago
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Industrial Sales Representative
East Penn Canada: Backup Power Division
Mississauga, ON
- Full-time
The Sales Representative – Industrial Power Solutions is responsible for maximizing sales opportunities with a portfolio of new and existing customers within an assigned territory. This…
Added 1 hour ago
Technical Service Representative, ACT (Mississauga, ON)
Getinge
Mississauga, ON
The Technical Service Representative, ACT is responsible for field and depot repairs, responding to emergency calls and scheduling preventive maintenance visits to meet service agreement…
Added 1 hour ago
Technical Service Representative, ACT (Calgary, Alberta)
Getinge
Calgary, AB
The Technical Service Representative, ACT is responsible for field and depot repairs, responding to emergency calls and scheduling preventive maintenance visits to meet service agreement…
Added 1 hour ago
EI
Territory Representative, Hospitality Sales & Service
Ecolab Inc.
Corner Brook, NL
- Full-time
Our Institutional team enhances customer success in sectors like hospitality, foodservice, long-term care, commercial, education, and government by focusing on satisfied guests, protected…
Added 2 hours ago
LC
Asset Protection Representative
Loblaw Companies Limited
Saskatoon, SK
- Full-time
We are hiring for a full-time Asset Protection Representative for Shoppers Drug Mart, this position will require travel to two locations: one located at 2410 22nd St W. Saskatoon, SK,…

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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