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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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