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Added 5 mins ago
LC
Chemistry Lab Technician RPT
Lambton College
Sarnia, ON
- Internship
At minimum a 2 year post secondary diploma in a relevant field
Added 5 mins ago
NE
Junior Accountant - Winter 2027 Co-op
Nexus Energy
Toronto, ON
- Volunteer
Currently pursuing or recently completed a degree/diploma in Accounting, Finance, or a related field.
Added 5 mins ago
Assistant Manager, Education & Adventure Programs
Northland Properties
North Vancouver, BC
…conjunction with and support the Education and Adventures Sales Coordinator role and Education and Adventure Program Supervisor to ensure a smooth delivery of the…
Added 35 mins ago
LC
Game Programming Instructor – C++ / C# (Sessional Faculty)
LaSalle College Vancouver
Vancouver, BC
- Full-time
Program Director / Program Lead / Program Coordinator
Added 51 mins ago
A
Project Coordinator
AECOM
Pickering, ON
- $60,000 to $70,000 CAD / year
- Full-time
AECOM is looking for a detail-oriented, organized, and motivated Project Coordinator to join our Buildings + Places Canada (B+P Canada) team in Pickering, Ontario. In this new position, you…
Added 3 hours ago
CO
Disability and Wellness Coordinator (temporary position up to two (2) years)
City of Saint John
Saint John, NB
- Temporary
…successful return-to-work plans. The Disability and Wellness Coordinator will collaborate with internal and external partners to ensure compliance with applicable legislation while…
Added 4 hours ago
R|
Clinical Research Coordinator – Ethics & Regulatory Affairs
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…HIV, HBV, HCV, STIs, and liver diseases. The Clinical Research Coordinator – Ethics & Regulatory Affairs will complete the below listed tasks at the Chronic Viral Illness Service of the…
Added 4 hours ago
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Tremplin Program Coordinator
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…to the Tremplin Manager and the Principal Investigator, the Coordinator will contribute to the coordination, facilitation, evaluation, and continuous improvement of Tremplin activities in…
Added 4 hours ago
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Clinical Research Coordinator - Nurse
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Added 4 hours ago
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Clinical Research Coordinator
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Under the supervision of Dr. Lucy Gilbert, the clinical research coordinator is responsible to conduct clinic interventions following protocols, procedures and internal SOPs.
Added 4 hours ago
R|
Clinical Research Coordinator – Physiotherapist
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…condition, but also advance basic and clinical research in the…
Added 4 hours ago
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Clinical Research Coordinator – Endometriosis Research Program
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Contract
Added 4 hours ago
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Clinical Research Coordinator - Regulatory
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Under the supervision of Dr. Lucy Gilbert, the clinical research coordinator is responsible to conduct clinic interventions following protocols, procedures and internal SOPs.
Added 4 hours ago
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Clinical Research Coordinator
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Field of Study: Public Health, Epidemiology, or other related field
Added 4 hours ago
J
Mi’kmaw Language Coordinator
Jobbe
NL · Newfoundland and Labrador, Canada
- Contract
Job Description: The Mi’kmaq Language Coordinator will assist with the on-going development, planning and implementation of the Qalipu First Nation (QFN) Mi’kmaw Language Revival project,…
Added 6 hours ago
TA
Health And Safety Coordinator
Taiga Air Services Ltd.
Canada
- Full-time
Role Description The Health and Safety Coordinator is a full-time, on-site role based in Canada, responsible for supporting and improving safety practices across Taiga Air Services’…
Added 6 hours ago
GT
Inventory & Logistics Coordinator
GreenMantra Technologies
Brantford, ON
- $50,000 to $75,000 CAD / year
- Full-time
The Inventory & Logistics Coordinator is responsible for maintaining inventory accuracy, managing shipping and receiving activities, coordinating logistics operations, and ensuring timely…
Added 11 hours ago
AI
Appointment Coordinator/Service Reception - Audi Winnipeg
AutoCanada Inc.
Winnipeg, MB
- $17.5 to $20 CAD / hour
- Full-time
Position: Appointment Coordinator/Service Reception
Added 11 hours ago
BC
Project Manager
BELFOR CANADA INC.
Toronto, ON
- $65,000 to $80,000 CAD / year
- Full-time
…This position is considered a first point of contact in the field that communicates professionally with all customers, subcontractors, consultants and insurance company…
Added 12 hours ago
LC
Chemistry Lab Technician RPT
Lambton College
Sarnia, ON
- Internship
At minimum a 2 year post secondary diploma in a relevant field
Added 13 hours ago
FA
Operations Coordinator
Flair Airlines Ltd.
Toronto, ON
- Full-time
Join the SOCC team at Flair as an Operations Coordinator, a detail-oriented and operationally driven professional supporting the efficient execution of day-to-day airline operations.…
Added 13 hours ago
FA
Vendor Coordinator
Flair Airlines Ltd.
Toronto, ON · Vancouver, BC · Edmonton, AB · Calgary, AB
- Full-time
…the delivery of a consistent customer experience. The Vendor Coordinator is responsible for the day-to-day coordination and performance monitoring of external customer support vendors,…
Added 14 hours ago
Coordonnateur.trice, Environnement /Contrat temporaire de 15 mois (remplacement de congé de maternité).
Logistec
Montreal, QC
Would you like to make a tangible contribution to environmental protection while working at the heart of port operations? Join LOGISTEC as an Environmental Coordinator.
Added 14 hours ago
FH
Senior Project Manager - Redevelopment & Major Projects
Fraser Health
Surrey, BC
- Full-time
Serves as a Redevelopment site coordinator monitoring all planning and project activities on designated site(s), including those led by other site Redevelopment teams, identifying areas of…
Added 14 hours ago
FH
Practice Consultant, EHS - Abbotsford
Fraser Health
Abbotsford, BC
- Full-time
…legislation, policies, guidelines, and procedures, and processes by field staff in the office and in the field. Prepares audit reports in identifying practice, system or process issues and…

Richardson Wealth Ltd

Associate

Victoria, BC, Canada

The expected annualized base salary range for this role is $50,000-$70,000.

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Job details

Pay: The expected annualized base salary range for this role is $50,000-$70,000.
Experience: · Minimum 3 years’ experience in the financial services industry
Posting language: English
Posted: Oct 1, 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 our Victoria office. As an Associate, the incumbent will contribute to growing the business by supporting the 3 Investment Advisors, ensuring high-level client service, and providing dedicated specialized administrative support on diverse assignments. This position works directly with the Associate Team Coordinator.

This is an existing vacancy.

Duties and Responsibilities
Investment Advisor Support:
· Assist with the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners
· Prepare, analyze, and present reports and recommendations for clients including investment policy statements, portfolio evaluations, financial plans, retirement projections, client commentaries/reviews and investment proposals
· Manage the execution of transactions on behalf of the Advisor
· Monitor portfolios and daily trading activity for the team
· Ongoing review and updating of Client Profiles
Client Service:
· Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full-service wealth advisory practice
· Provide gold standard client service anticipating client needs and delivering proactive and quality communications to ensure clients are apprised of details related to their accounts
Administration:
· Familiarize and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials to maintain a culture and operation of risk management

Qualifications
· Minimum 3 years’ experience in the financial services industry
· Excellent verbal and written communication skills in English
· Strong organizational skills
· Ability to take initiative and work independently
· Understanding of industry compliance regulations
· Strict attention to detail
· The ability to multi-task
· Excellent organizational and time management skills
· Ability to quickly learn new technologies and programs
· Proficiency with Microsoft Office, particularly Word, Excel, PowerPoint and Outlook
· Experience with Client Relationship Management systems such as Maximizer or Salesforce
· Motivated to learn and advance your career with additional courses as recommended

Education
· An undergraduate and/or postgraduate degree in Business/Economics or related field
· Must be licensed with Canadian Investment Regulatory Organization (CIRO) as an Investment Representative (IR)
· Registered Representative (RR) licensing to be obtained within 18 months of date of hire
· Holding or working towards a Certified Financial Planner (CFP) designation would be an asset
· Consideration would be given to candidates actively studying to achieve their IR within 6 months as well
. Note that position title would be Assistant until IR license received

The expected annualized base salary range for this role is $50,000-$70,000.
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.

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More about this job

Responsibilities

The Associate will support three Investment Advisors by managing client communications, preparing financial reports, and executing transactions. They are also responsible for monitoring portfolios and ensuring all administrative tasks comply with industry regulations.

Requirements

Candidates must have at least 3 years of experience in the financial services industry and hold or be working towards a CIRO Investment Representative license. An undergraduate or postgraduate degree in Business or Economics is required, along with strong organizational and communication skills.

Skills

Wealth management
Client service
Investment advisory support
Portfolio monitoring
Trading activity
Financial planning
Retirement projections
Compliance
Account documentation
Microsoft Office
Excel
Word
PowerPoint
Outlook
Maximizer
Salesforce

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Investment advisor
CIRO
Investment Representative
Registered Representative
CFP
Financial services
Portfolio management
Compliance
Maximizer
Salesforce
Microsoft Office
Financial planning
Retirement projections
Investment policy statements
Risk management
Administrative support
Trading
Client service

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