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Added 10 hours ago
CC
Account Representative 3 - RC - Union
Coastal Community
Nanaimo, BC
- Full-time
Resolves member concerns/issues and refers to the Branch Manager or Assistant Manager for issues above their level of authority.
Added 10 hours ago
CC
Account Representative 3 - RC - Union
Coastal Community
BC · Nanaimo, BC · Courtenay, BC
- Full-time
Resolves member concerns/issues and refers to the Branch Manager or Assistant Manager for issues above their level of authority.
Added 11 hours ago
CO
Administrative Assistant I (ID: 56182)
City of Edmonton
Edmonton, AB
- Full-time
As the Administrative Assistant, you will manage day-to-day office operations, track priority initiatives, and oversee workflows for the Building Great Neighbourhoods Branch. Reporting to…
Added 11 hours ago
Senior LCE Underwriter
First West
Langley (District), BC · Langley, BC
Broker/Branch Relations: Maintains and strengthens relationships with brokers and branches, communicates underwriting guidelines and policies, and seeks opportunities to develop new…
Added 11 hours ago
Administrative Assistant I
City of Edmonton
AB
As the Administrative Assistant, you will manage day-to-day office operations, track priority initiatives, and oversee workflows for the Building Great Neighbourhoods Branch. Reporting to…
Added 12 hours ago
Branch Administrator - Temporary
Government of Alberta
AB
The Branch Administrator provides high-level operational and administrative coordination support to the Executive Director's Office and branch leadership. The position serves as a key…
Added 12 hours ago
MI
Financial Controller
Make It Real LLC
Canada
- Full-time
Handle intercompany transactions and accounting for the company's Canadian branch, including year-end settlement on a cost-plus basis.
Added 13 hours ago
SW
ScotiaMcLeod Assistant Branch Administrator
Scotia Wealth Management
Toronto, ON
- Full-time
The Assistant Branch Administrator plays an important role in supporting the Branch Management Team by helping ensure smooth day-to-day operations, strong administrative support, and…
Added 13 hours ago
7
Delivery Assistant Manager (Nights)
7-Eleven
AB · SEDCC Edmonton Warehouse
- Full-time
7-Eleven Distribution Canada Corp. is looking for a Delivery Assistant Manager (Nights) in our Edmonton, AB branch.
Added 13 hours ago
ScotiaMcLeod Assistant Branch Administrator
Scotiabank
Toronto, ON
The Assistant Branch Administrator plays an important role in supporting the Branch Management Team by helping ensure smooth day-to-day operations, strong administrative support, and…
Added 13 hours ago
RJ
Branch Assistant
Raymond James
AB
- Full-time
The primary role of the Branch Assistant is to provide operational and administrative support to the management team, and ensure the branch is ran efficiently and effectively. The…
Added 13 hours ago
AC
Member Services Representative - Pembina Crossing
Assiniboine Credit Union
Winnipeg, MB
- Full-time
Reporting to the Assistant Branch Manager, the Member Service Representative (MSR) plays a key role in delivering consistent and compelling member experience at ACU. The Member Service…
Added 14 hours ago
Delivery Manager
Government of Alberta
AB
The Platforms branch within DDD is accountable for supporting ministry programs through the planning, development, delivery and operations of user-centered common platform services. The…
Added 14 hours ago
RB
Assistant Branch Manager, Kennedy & Denison Branch
Royal Bank of Canada
ON · MARKHAM, Ontario
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team…
Added 16 hours ago
B
Client Service Assistant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
The Client Service Assistant supports one or more Investment Advisors (IAs) and IA Team and staff, and private wealth branch operations with day-to-day administration and provides…
Added 16 hours ago
W
Administrative Assistant - Temporary Contract (3 month Minimum)
Wajax
Fort McMurray, AB
- Full-time
As part of the Wajax team, the Administrative Assistant/Receptionist is responsible for greeting onsite visitors to the branch, answering phones, transferring calls to appropriate…
Added 18 hours ago
B
Portfolio Assistant
BMO
Vancouver, BC · FBT
- Full-time
…experience. Works collaboratively within the assigned team / branch and with business…
Added 19 hours ago
Assistant manager
Vast auto Distribution
Barrie, ON
Authorize branch expenses when required, with approval from the immediate supervisor, when required.
Added 20 hours ago
GO
Highway Maintenance Technician
Government of New Brunswick
Bathurst, NB
- Full-time
Reporting to the Assistant District Engineer, the successful candidate will be responsible for the following:
Added 21 hours ago
C
Branch Assistant
CIBC
Vancouver, BC
- Full-time
CIBC’s Wood Gundy team is the full-service brokerage division of CIBC serving our high net worth clientele. As a Branch Assistant, you will provide ongoing support to the branch manager and…
Added 1 day ago
FC
Assistant Branch Manager Hamilton/Halton
FirstOntario Credit Union
Hamilton, ON
- Full-time
The Assistant Branch Manager is responsible for supporting and developing dedicated employees to create memorable experiences for existing and new members while ensuring efficient branch…
Added 1 day ago
GO
Director - Diversity & Inclusion
Government of Yukon
Whitehorse, YT
- Full-time
…and initiatives that support inclusion and belonging; oversee branch operations, strategic planning, and budgets; and help create meaningful and lasting organizational…
Added 2 days ago
KM
(sr) Branch Service Manager/Gestionnaire de succursale, Service (Maritimes)
Konica Minolta Business Solutions (Canada) Ltd.
Dartmouth, NS
- Full-time
As a Branch Service Manager, you will play a key role in:
Added 3 days ago
RD
Branch Operations Assistant
RBC Dominion Securities
Vaughan, ON
- Full-time
The RBC Dominion Securities Management team located in Vaughan is looking for a Branch Operations Assistant to join their team! You will provide superior service along with administrative…
Added 3 days ago
R
Branch Operations Assistant
RBC
Vaughan, ON
- Full-time
The RBC Dominion Securities Management team located in Vaughan is looking for a Branch Operations Assistant to join their team! You will provide superior service along with administrative…

Richardson Wealth

Assistant/Branch Assistant

Toronto, ON, Canada

The expected annualized base salary range for this role is $43,200-$50,000. · Full-time

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Job details

Pay: The expected annualized base salary range for this role is $43,200-$50,000.
Job type: Full-time
Apply by: Oct 30, 2026
Experience: 1-3 years working experience in the Finance industry beneficial but not necessary.
Posting language: English
Posted: Sep 30, 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 role entails receptionist duties in a professional office setting, assist with branch administrative functions and to assist advisory team with documentation and team administration.

This is an existing vacancy.

Reception Functions

Duties and Responsibilities

Receive, greet, and direct calls and clients
Sort and distribute incoming mail
Assist to coordinate branch and client meetings, set up boardrooms
Accounts payable
Order office and kitchen supplies and monitor inventory

Branch Functions

Receiving and processing cheques
Assist the Branch Administrator in monitoring compliance items
New account documentation, recorded and couriered to head office
Back up to the Branch Administrator
Additional duties as per assigned

Assistant To Investment Advisor Functions

Acquire expert knowledge of the documentation process and liaise with back-office staff
Assist Investment Advisors with a range of administrative support
Answer phones, client inquiries and email client communication
Process client banking related transactions
Assist with special projects as required
Aid in the planning and coordinating of client events
Update and open client accounts
Backup ensuring transactions are processed on a timely manner
Liaise with marketing department
Client service-related activities
Additional duties as needed

Qualifications

1-3 years working experience in the Finance industry beneficial but not necessary.
Eager to learn new skills and adapt to a changing working environment
Ability to work efficiently, multitask and maintain professionalism in a high-pressure environment
Operations familiarity within the brokerage industry
Strong Microsoft Office Suite skills
Strong communication and interpersonal skills
Detail oriented
Organizational skills

The expected annualized base salary range for this role is $43,200-$50,000.

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.

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

Handle reception, calls, visitors, mail, meeting coordination, supplies, and accounts payable while supporting branch administration and compliance processes. Provide administrative and client-service support to investment advisors, including account documentation, transaction processing, client communications, and event coordination.

Requirements

The role welcomes candidates with 1–3 years of finance-industry experience, though this experience is beneficial rather than required. Candidates should be eager to learn, adaptable, organized, detail-oriented, professional under pressure, familiar with brokerage operations, proficient in Microsoft Office, and strong communicators.

Skills

Reception
Administrative Support
Client Service
Communication
Interpersonal Skills
Organization
Attention to Detail
Multitasking
Microsoft Office
Brokerage Operations
Documentation Processing
Compliance Monitoring
Account Administration
Event Coordination
Professionalism

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

Wealth Management
Financial Services
Brokerage Operations
Reception
Branch Administration
Investment Advisors
Client Service
Accounts Payable
Cheque Processing
Compliance Monitoring
New Account Documentation
Account Opening
Transaction Processing
Client Communications
Microsoft Office Suite
Meeting Coordination
Boardroom Setup
Mail Distribution
Office Supplies
Inventory Monitoring
Back-Office Liaison
Client Events
Administrative Support
Special Projects

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