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
Associate
3 years' experience, excellent communication and organizational skills, and ability to work independently required
Receptionist & Branch Assistant
Experience in finance, eagerness to learn, and ability to work efficiently
Vice President, Tax & Estate Planning
10+ years of planning experience, L.L.B Degree or Professional Accounting Designation, ability to work independently and as part of a team
Branch Assistant
1-3 years of experience in finance, eagerness to learn, and ability to work in a high-pressure environment
Vice President, Tax Specialist, Tax & Estate Planning
10+ years of planning experience, Professional Accounting Designation (CA, CPA, CGA, CMA), and L.L.B Degree (Tax oriented)
Salesforce Developer
Bachelor's degree in Computer Science or related field, 5+ years of experience as Salesforce Developer, experience with Salesforce Financial Services Cloud (FSC) and Wealth Management industry components
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
Associate Investment Advisor
5+ years of experience in the financial services industry, excellent communication and organizational skills, ability to work independently and meet deadlines
Complex Account & Estate Service Specialist
The role requires a post-secondary education and proven experience working with account opening in Wealth Management
Portfolio Management Consultant
10 years' experience in financial services, CFA/CAIA/CIM or MBA preferred
+21 More Jobs Available!
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