Associate Wealth Planner
Richardson WealthToronto, Ontario, Canada
Posted February 9, 2026
60000 - 90000 CAD
Full Time
About the Company
Richardson Wealth is a leading Canadian wealth management organization offering a personal touch with big results.
Job Description
Richardson Wealth is seeking an Associate, Wealth Planner to work collaboratively with Investment Advisors to prepare comprehensive financial plans for High-Net-Worth clients.
Requirements
- 5 years of direct client work in the completion and delivery of financial plans
- Excellent understanding of Canadian Income Taxes and Insurance Strategies
- Knowledge and familiarity with use of Financial Planning Software
- Exceptional attention to detail/accuracy
- Analytical skills and ability to suggest alternate solutions to complex problems
- Strong interpersonal skills
- Excellent verbal and written communication skills
- Advanced knowledge and use of Microsoft Word, Excel and Power Point
- Strong organizational skills
- Ability to work independently and as part of a team
- Demonstrated experience working with High Net Worth clients is preferred
Benefits
- Comprehensive health & dental benefits
- Group RRSP matching plan
- Paid time off
- Bonuses or incentives
