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Added 14 mins ago
SC
Financial Advisor/ Senior Financial Advisor - Seton Branch
Servus Credit Union
AB · Calgary, AB
- Full-time
Successful candidate must have flexibility to work late shifts Thursday (until 7:00); Friday (until 6:00); and Saturday (until 3:00) · Must have a reliable vehicle and valid driver's license
Added 14 mins ago
DO
Director, Indigenous Specific Anti-Racism & Equity, Diversity, and Inclusion
Doctors of BC
Vancouver, BC · BC
- Full-time
The Director provides strategic advice and leadership on risk management, policy alignment, organizational change, data-informed evaluation, and best practices related to Indigenous…
Added 15 mins ago
T&
Senior Project Leader
Turner & Townsend
Ottawa, ON
- Full-time
Our capabilities include programme, project, cost, asset and commercial management, controls and performance, procurement and supply chain, net zero and digital solutions.
Added 15 mins ago
Sr Staff Advanced Package Design Engineer - 18918
Synopsys
Mississauga, ON
…communicate complex technical concepts clearly, make you a trusted advisor and mentor within your team. You are comfortable working with industry-leading EDA tools and have a solid…
Added 15 mins ago
S
Lead, Account Solution Engineer/Manufacturing & Automotive
Salesforce
Toronto, ON · Montreal, QC · Canada - Montreal
- Full-time
…with the customer empathy and business acumen of a trusted advisor. This dynamic role is pivotal in crafting innovative customer engagement strategies, demonstrating platform capabilities,…
Added 29 mins ago
P
Client Success Manager
Posh
Canada
- Full-time
Act as a trusted advisor, addressing concerns proactively and escalating risks when needed.
Added 29 mins ago
Member Relationship Manager
Your Neighbourhood Credit Union
Kitchener, ON
Great banking should feel effortless. The kind where things just work, the right information is easy to find, and the next step feels natural. At YNCU, we’re focused on making banking…
Added 29 mins ago
Technical Analyst
Richardson Wealth Ltd
Toronto, ON
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…
Added 29 mins ago
Assistant
Richardson Wealth Ltd
Toronto, ON · Vancouver, BC · Calgary, AB
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…
Added 30 mins ago
Service Advisor
Driving Force Group of Companies Recruitment Team
Edmonton, AB
Hino Central is looking for a Service Advisor to join our team in Edmonton, AB. The Service Advisor will be responsible to provide professional, safe and reliable service to our internal…
Added 30 mins ago
D
Wealth Management Senior Advisor
Desjardins
Thetford Mines, QC · Sainte-Marie, QC · Saint-Georges, QC · Service Signature Beauce-Appalaches-Etchemins
- Full-time
As a Senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. You advise and…
Added 30 mins ago
D
Advisor, Business development and sales support
Desjardins
Montreal, QC · Quebec, QC
- Full-time
As a sales and business development support advisor, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple…
Added 30 mins ago
SP
Platform and Security Growth Business Account Executive
Salesforce Partner Canada
Toronto, ON
- Full-time
…Cloud product sales while establishing yourself as a trusted advisor to our customers. This is a Canada-based, quota-carrying role supporting our GRB (Growth Business) segment in…
Added 30 mins ago
SC
Financial Advisor/ Senior Financial Advisor - Seton Branch
Servus Credit Union
Calgary, AB
- Full-time
Successful candidate must have flexibility to work late shifts Thursday (until 7:00); Friday (until 6:00); and Saturday (until 3:00) · Must have a reliable vehicle and valid driver's license
Added 30 mins ago
GF
Specialist, Customer Supply Chain (NA)
Gordon Food Service - Canada
Rocky View No 44, AB · Rocky View County, AB
- Full-time
Develop and nurture positive relationships with both internal and external customers, acting as a trusted advisor and primary point of contact.
Added 30 mins ago
A
New Accounts Administrator, Registered Products
Altis
Markham, ON
- $26 to $29 CAD / hour
- Contract
…project-based initiatives that help improve the overall client and advisor…
Added 44 mins ago
A
Director, Enterprise Solutions - Google Cloud
APPLY
Toronto, ON
- Full-time
…brands like Arc'teryx, NFL, Lululemon, and Kraft Heinz. For more information, visit…
Added 59 mins ago
NR
Human Resources Advisor
Northview Residential REIT
Calgary, AB
- Full-time
We are looking for a Human Resource Advisor to join our Corporate-HR/Payroll team in Calgary, AB. Reporting to the Manager, Human Resource, you will be Providing practical HR support and…
Added 59 mins ago
S
Constructability Advisor
Stantec
Calgary, AB
- Full-time
…a variety of energy projects. The role of Constructability Advisor will be broad but mainly involve the…
Added 59 mins ago
SI
Field Compliance Officer
SAP IT Business Systeme
Montreal, QC
- $88,800 to $191,100 CAD / year
- Full-time
…every initiative. IT industry experience is a bonus. You're the advisor teams turn to when navigating gray…
Added 59 mins ago
S
Senior Compensation Analyst
SGS
Canada
- $82,500 to $110,000 CAD / year
- Full-time
Acts as a trusted compensation advisor to senior leaders, HR Business Partners, and other stakeholders for assigned client groups, providing guidance on complex compensation decisions,…
Added 1 hour ago
B
Client Service Assistant
BMO
Waterloo, ON · MARS
- Full-time
Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
Added 1 hour ago
SC
Universal Financial Associate - Coventry Hills
Servus Credit Union
Calgary, AB
- Full-time
Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation.
Added 1 hour ago
FT
Human Resources Business Partner
Fountain Tire
Edmonton, AB
- Other
Must possess or be eligible to obtain a CPHR designation
Added 1 hour ago
T
TDS Operations Analyst III
TD
Toronto, ON
- Full-time
…readiness, coordinating issue remediation and delivering clear management insights.The role also contributes to CLO business support and operational change activities, including process…

Richardson Wealth Ltd

Assistant

Toronto, ON, Canada
Vancouver, BC, Canada
Calgary, AB, Canada

The expected annualized base salary range for this role is $40,000-$65,000.

Apply on jobs.dayforcehcm.com About employer

Applications open in a new tab.

Job details

Pay: The expected annualized base salary range for this role is $40,000-$65,000.
Posting language: English
Posted: Nov 12, 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

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

Duties and Responsibilities

Investment Advisor Support:

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 account documentation including client reviews, presentations, correspondance and reports

Client Service:

Foster and support client relationships

Respond to requests for information from clients

Investigate and resolve inquiries related to accounts

Request information and documentation from clients in order to open accounts and keep client files up to date

Follow up on client trades to ensure proper settlement and delivery

Administration:

Maintain expense records and spreadsheets

Filing and general administrative office duties as required

Adhere to professional practices and standards, as well as internal processes and controls

Qualifications

Superior client relationship management skills

Demonstrate a professional and friendly manner

Excellent verbal and written communication skills in English

Relevant experience in the financial sector and/or administrative experience

Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint and Outlook

Experience with Client Relationship Management (CRM) systems such as Maximizer

Strong organizational skills

Meticulous attention to detail

Ability to prioritize, multitask, work within time constraints and follow-up

Ability to work in a team environment

Ability to quickly learn new technologies and programs

Education

• Post-secondary education

The expected annualized base salary range for this role is $40,000-$65,000. The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity.

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.

Apply on jobs.dayforcehcm.com About employer

More about this job

Responsibilities

The Assistant provides administrative support to Investment Advisors to ensure efficient team operations and high-level client service. Responsibilities include managing client communications, preparing account documentation, and maintaining accurate client files and expense records.

Requirements

Candidates should have post-secondary education and relevant experience in the financial or administrative sectors. Proficiency in Microsoft Office and CRM software is required, along with strong organizational and communication skills.

Skills

Administrative support
Microsoft Office
Word
Excel
PowerPoint
Outlook
Maximizer
CRM systems
Communication skills
Organizational skills
Attention to detail
Multitasking
Time management
Financial sector knowledge

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Investment advisor support
Client service
Account documentation
CRM
Maximizer
Microsoft Office
Administrative duties
Financial sector
Data entry
Reporting
Expense tracking
Communication
Multitasking

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Jobs in Canada