Richardson Wealth is a premier independent wealth management firm in Canada that blends boutique-level personalization with nationwide advisory reach. The firm delivers comprehensive wealth strategies spanning investment and portfolio management, tax planning, business succession, estate and legacy planning, family office services, alternative investments, insurance, wealth transfer, and philanthropy. By empowering advisory teams across the country, Richardson Wealth simplifies complex financial landscapes while fostering long-term client relationships. Its distinctiveness lies in a Canadian-centric, client-first culture that prioritizes high-standard care, relationship building, and sustainable financial wellbeing.
Open Positions
Complex Account & Estate Service Specialist
Post-secondary education, 2+ years of experience in wealth management operations, strong understanding of regulatory requirements and account opening processes
Assistant Branch Manager
10 years of experience in Compliance or related experience, 5 years of experience in a full-service brokerage environment with supervisory experience, and a Post-secondary degree
Associate Wealth Planner
5 years of client work experience, excellent understanding of Canadian Income Taxes and Insurance Strategies, and strong organizational skills
Salesforce Administrator
2-4 years Salesforce experience, Bachelor's degree in Computer Science or related field, Salesforce Administrator certification required
Reporting and IA Compensation Analyst
University Degree, Microsoft Excel proficiency, strong attention to detail, and strong communication skills
Wealth Compliance Advisor
5-10 years of experience in Compliance or related experience at a CIRO regulated investment dealer, Proficiency with Dataphile, CRM System (Sales Force), and PortfolioAid is an asset, Proficient with Microsoft Office Suite, Exercise good judgment of regulations and supervisory issues
Assistant
Post-secondary education, relevant experience in the financial sector, and excellent communication skills required
Associate Investment Advisor
5+ years of experience in the financial services industry, excellent communication and organizational skills, ability to work independently and meet deadlines
Associate
3+ years of experience in financial services, excellent communication skills, strong organizational skills, and ability to work independently
Assistant
Post-secondary education, relevant experience in finance or administration, excellent communication skills, and proficiency in Microsoft Office
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