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Richardson Wealth

Accounts Transfers Administrator

Toronto, ON, Canada

The expected annualized base salary range for this role is $48,000-$60,500. · Full-time

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Job details

Pay: The expected annualized base salary range for this role is $48,000-$60,500.
Job type: Full-time
Apply by: Nov 1, 2026
Experience: 1-2 years Account Transfer experience
Posting language: English
Posted: Oct 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

The incumbent will be primarily responsible for account transfers.

This is an existing vacancy.

Duties & Responsibilties

Receive and process incoming and outgoing transfer documents:

Maintain SLAs of the Account Transfer Department, to include adherence with regulatory body rules (i.e. CIRO rules)
Clear written and oral communication with branches, Fidelity Clearing, Operational groups and other financial institutions
QC, initiate, follow-up and complete transfers, Non Aton transfer ins
Clear, detailed communication on any rejected transfers back to advisors
Reviewing daily and weekly transfer in and out reports provided by Management
Ensuring any outstanding transfers are shared with management to make sure they are resolved in a satisfactory timeframe
Communication with various Operational groups (Recurring Events, Fees Billing, etc.) to ensure transfer outs are actioned properly and efficiently

Open and distribute Department mail
Answering the department toll free phone line
Administer Department email box

Qualifications

Basic knowledge of Dataphile, ATON, CDS (Optional)
1-2 years Account Transfer experience
Clear written and oral communication
Courteous and dynamic customer approach
Works well within a team environment
Be rigorous and organized
Able to multi-task and change focus during the day, depending on volumes
Provide ideas and suggestions on how to improve the service offering to the team
Fundcom knowledge an asset
Bilingualism (French and English) is an asset
Overtime may be required. Flexibility to assist with overtime as needed

The expected annualized base salary range for this role is $48,000-$60,500.

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.

Richardson offers a competitive total rewards package in addition to the base pay, which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.

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

Process incoming and outgoing account transfers, including quality checks, follow-ups, completion, and communication about rejected or outstanding transfers. Maintain departmental service levels and regulatory compliance, coordinate with advisors and operational groups, and handle department mail, phone calls, and email.

Requirements

The role seeks 1–2 years of account transfer experience and basic knowledge of Dataphile and ATON, with CDS knowledge listed as optional and Fundcom knowledge as an asset. Candidates should communicate clearly, be courteous, organized, adaptable, able to multitask, and work well in a team; bilingualism in French and English is an asset.

Skills

Account Transfers
Transfer Document Processing
Quality Control
Regulatory Compliance
Written Communication
Oral Communication
Customer Service
Organization
Multitasking
Teamwork
Problem Solving
Dataphile
ATON
CDS
Fundcom

Benefits

Performance-Based Incentive Plan
Health Benefits
Dental Benefits
Group RRSP Matching Plan
Paid Time Off

Visa sponsorship

Not detected in the job text

Keywords

Account Transfers
Incoming Transfers
Outgoing Transfers
Transfer Documents
ATON Transfers
Non-ATON Transfers
CIRO Rules
Service-Level Agreements
Quality Control
Dataphile
ATON
CDS
Fundcom
Fidelity Clearing
Transfer Reports
Regulatory Compliance
Advisor Communication
Operational Coordination
Customer Service
Telephone Support
Overtime

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