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Added 49 mins ago
M
Senior Accountant, Assurance and Accounting - Private Enterprise & Public Sector Audit
MNP
Vancouver, BC
- Full-time
…clients’ unique needs within a rapidly evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial…
Added 49 mins ago
M
Senior Accountant, Assurance and Accounting - Private Enterprise Services
MNP
Vancouver, BC
- Full-time
…clients’ unique needs within a rapidly evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial…
Added 49 mins ago
GP
Représentant(e) des ventes et du développement des affaires / Business Development Sales Representative
Global Payments Inc.
Calgary, AB · AB · Vancouver, BC · Halifax, NS · Toronto, ON · Montreal, QC · Quebec, QC
- Full-time
Added 1 hour ago
D
Account Manager, Business
Desjardins
Laval, QC · Montreal, QC · Saint-Jérôme, QC · Complexe Desjardins Montréal
- Full-time
Added 1 hour ago
D
Personal Finance Advisor, University Graduate
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
Launch your career in financial consulting on the Island of Montreal Have you just completed your bachelor's degree in finance and wish to put your knowledge into practice in a stimulating…
Added 1 hour ago
A
Customer Success Manager
Amadeus
Ottawa, ON
- Full-time
Added 1 hour ago
RJ
Associate Financial Advisor/Financial Advisor
Raymond James
Vancouver, BC
- Full-time
Sophia Financial Group (sophiafinancial.ca) is an independent agency of Raymond James Ltd. We are seeking an Associate/ Financial Advisor to work in our west side Vancouver office. Our…
Added 1 hour ago
Advisor, Corporate Services
Regional Municipality of Wood Buffalo
Fort McMurray, AB
Added 2 hours ago
OC
Senior ERP Functional Consultant
OERP Canada
Toronto, ON
- Internship
Added 2 hours ago
B
Associate Director, Investment Platform (Contract)
BMO
Toronto, ON
- Full-time
Added 2 hours ago
MF
Business Development Manager
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over…
Added 2 hours ago
MF
Business Development Manager
Mackenzie Financial Corporation
Vancouver, BC
- Other
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over…
Added 2 hours ago
MF
Business Development Manager (Asian Services)
Mackenzie Financial Corporation
Vancouver, BC
- Other
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over…
Added 2 hours ago
MF
Business Development Manager
Mackenzie Financial Corporation
Montreal, QC
- Other
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a…
Added 2 hours ago
MF
Business Development Manager
Mackenzie Financial Corporation
Calgary, AB
- Other
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over…
Added 2 hours ago
PD
Regional Director - Clinic Support
Passion Dental Group
Calgary, AB
- Full-time
Added 2 hours ago
DF
Analyst/Associate - Wealth Management (Global Client Group)
Dimensional Fund Advisors
Toronto, ON
- Full-time
Added 2 hours ago
DF
Senior Associate - Wealth Management (Global Client Group)
Dimensional Fund Advisors
Toronto, ON
- Full-time
…new business as well as managing current relationships with financial advisors. By putting the client first, we…
Added 3 hours ago
Information Security Trust and Compliance Adviser - Toronto, ON
Flight Centre
ON
Information Security Trust and Compliance Advisor
Added 3 hours ago
FN
Financial Consultant
First Nations Health Authority
Vancouver, BC · Metro Vancouver A, BC
- Full-time
Added 3 hours ago
B
Wealth Planning Consultant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
Provides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in…
Added 3 hours ago
B
Manager, Digital Strategy & Insights
BMO
Toronto, ON · BMOPLACE
- Full-time
Added 3 hours ago
B
Financial Planner
BMO
Vaughan, ON
- Full-time
We are hiring Financial Planners for anticipated opportunities in the Vaughan/Brampton Market. Candidates must be flexible to be based at a branch within the Vaughan/Brampton Market.
Added 3 hours ago
B
Financial Planner
BMO
Markham, ON
- Full-time
…performance with great earning possibilities? Becoming a BMO® Financial Planner can offer you all that and much more. Expect to fill an important and rewarding role – helping your customers…
Added 4 hours ago
M
Lead Solution Architect
Manulife
Toronto, ON · Waterloo, ON · Regina, SK · Vancouver, BC · Halifax, NS · Calgary, AB
- Full-time

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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