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Added 4 mins ago
AF
Senior Advisor, Indigenous Relations
Alberta-Pacific Forest Industries Inc.
Boyle, AB
- Full-time
Alberta-Pacific Forest Industries Inc. (Al-Pac) is seeking a Senior Advisor, Indigenous Relations to work out of our Mill Site, St. Albert location near Athabasca, Alberta or our office in…
Added 4 mins ago
DC
Technical Specialist, Project Management
Defence Construction Canada
Wainwright, AB
- Full-time
…sharing environment, you will serve as a trusted technical advisor to our Client-Partner, conduct research and assessments, and help drive projects that make a real…
Added 4 mins ago
BC
Dynamics 365 F&O Project Management & Accounting Consultant
BDO Canada
Canada
- Full-time
Act as a trusted advisor to external customers and BDO project teams in support of client ERP implementations, with a focus on Dynamics 365 F&O Project Management and Accounting (PMA)
Added 4 mins ago
BC
Microsoft Dynamics 365 F&O Asset Management Consultant
BDO Canada
Canada
- Full-time
Act as a trusted advisor to external customers and BDO project teams in support of client ERP implementations, with a focus on Dynamics 365 F&O Asset Management
Added 4 mins ago
CA
Service Dispatcher
Capital Automotive Group
Winnipeg, MB · Ford Winnipeg
- Full-time
Drive Quality & Efficiency: Monitor repair progress, eliminate technician downtime, and track time and parts within our DMS system.
Added 4 mins ago
M
Salesforce Functional Analyst
Manulife
Toronto, ON · Waterloo, ON
- Full-time
Serve as a trusted technical advisor to delivery teams, helping accelerate business value while protecting platform integrity.
Added 4 mins ago
CB
Health and Safety Advisor
CapWest Build
Coquitlam, BC · United Blvd Coquitlam
- Full-time
Cap West Group of Companies is seeking a Health & Safety Advisor to provide day-to-day HSE support at an assigned construction project within the Lower Mainland.
Added 4 mins ago
Bilingual Individual Underwriting Consultant
The Canada Life Assurance Company
ON
Communicate and collaborate with our field partners and internal teams to provide high quality and competitive decisions for our customers
Added 4 mins ago
RT
Conseiller(ère) principal(e), Ingénierie / Senior Advisor, Engineering
Rio Tinto
Laterriere
- Full-time
Added 19 mins ago
W
Advisor Team & Culture (Maternity Leave Coverage up to 18 months)
WinSport
Calgary, AB
- Full-time
The Advisor works closely with department leaders on the implementation of T&C priorities and programs including performance, compensation, and talent management.
Added 19 mins ago
P
SR&ED and Incentives, Senior Manager
PwC
Toronto, ON
- Full-time
Be a market-facing leader, building and nurturing relationships with clients, prospects and referral networks to position the firm as a trusted advisor on SR&ED and incentives
Added 19 mins ago
V
Head of Advisor Technology - Americas
Vanguard
Toronto, ON
- Full-time
5. Leads quality initiatives to improve the delivery of service levels. Plans, develops, and executes short and long range goals to ensure divisional success.
Added 34 mins ago
Director, Corporate Compliance & Enterprise Risk
Toronto Community Housing or Toronto Seniors Housing
Toronto, ON
Our over 2,000 employees work to achieve our vision of quality homes in vibrant communities where people are proud to live and work.
Added 34 mins ago
Director, Corporate Compliance & Enterprise Risk
Toronto Community Housing or Toronto Seniors Housing
Toronto, ON
Our over 2,000 employees work to achieve our vision of quality homes in vibrant communities where people are proud to live and work.
Added 34 mins ago
CA
Collision Repair Advisor
Capital Automotive Group
Calgary, AB · GMC Calgary
- Full-time
Capital Chevrolet Buick GMC Calgary is looking for a dedicated and energetic Collision Repair Advisor to join our Body Shop. In this role, you’ll be the key link between our customers and…
Added 34 mins ago
CG
Collision Repair Advisor
Capital GMC Buick Cadillac
Calgary, AB · GMC Calgary
- Full-time
Capital Chevrolet Buick GMC Calgary is looking for a dedicated and energetic Collision Repair Advisor to join our Body Shop. In this role, you’ll be the key link between our customers and…
Added 34 mins ago
SG
Employee Experience Manager
Saliance Global Holdings Co. Ltd
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
· Serve as a trusted advisor to the CEO, directors, managers, and employees on HR-related matters.
Added 34 mins ago
P
Finance Director
Pollin
Toronto, ON
- Full-time
Perennial – Integrated primary and wellness care brought directly to retirement residences, improving seniors' health and quality of life.
Added 49 mins ago
AG
Senior Manager, HR Operations
Altus Group
Toronto, ON
- Full-time
…will strengthen intake and escalation practices, improve data quality, increase reporting reliability, support audit readiness, and reduce manual effort across recurring processes. With…
Added 49 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 49 mins ago
M
Manager, Tax
MNP
Stratford, PE · Summerside, PE
- 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 49 mins ago
HI
Strategic Human Resources Business Partner (SHRBP)
HUB International
Chilliwack, BC · Victoria, BC
- Full-time
…BC, report to the VP, Human Resources, and act as a trusted advisor to our regions and teams. You’ll provide expert guidance and help plan and deliver people programs that support our…
Added 1 hour ago
SCM Operations Category Management Advisor
Spirit Omega Inc.
Calgary, AB
Added 1 hour ago
T&
Senior Project Leader
Turner & Townsend
Ottawa, ON
- Full-time
The successful candidate will serve as a trusted advisor to senior stakeholders, guiding the project through planning, design, procurement, construction, commissioning, and operational…
Added 1 hour ago
OI
Systems Sr Designer
Orthosoft Inc.
Montreal, QC
- Other
…engineering effectiveness, product development efficiency, quality outcomes, and organizational performance. This role bridges systems engineering, digital transformation, and business…

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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