Job Search
-
Position Overview The Branch Assistant’s role is to provide administrative support to the branch and display a professional manner when dealing with the investment advisors, their team members and clients. Duties and Responsibilities Administrative functions: • Receiving and processing cheque daily deposits, recording credits to client accounts and keeping clean records for audit• Printing and mailing cheques• Receiving and processing certificates deposits• Monitoring petty ...Read more about Branch AssistantMore
-
Position Overview We are seeking an individual to join our team in the Calgary office. As an Assistant the incumbent will contribute to growing the business by providing support to the Investment Advisor(s), ensuring high-level client service, and effective functioning of the team through administration-related tasks. Duties and Responsibilities Investment Advisor Support:• Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and oth ...Read more about AssistantMore
-
Position Overview The Branch Assistant’s role is to provide administrative support to the branch and display a professional manner when dealing with the investment advisors, their team members and clients. The successful candidate selected to fulfill this position will work a total of twenty (20) hours per week to complete the duties listed below. Duties and Responsibilities Administrative functions: • Receiving and processing cheque daily deposits, recording credits to client accoun ...Read more about Branch Assistant (Part-Time)More
-
Position OverviewAs a Power BI Developer, you will bring extensive experience using Microsoft Power BI and broader Power Platform to translate business needs into easily understandable reports and visualizations. Working with members of our business community as well other Data Services team members, you will be accountable for gathering requirements from the client for development, testing and implementation. You are often leading solutions with an iterative and consultative approach, as well a ...Read more about Power BI DeveloperMore
-
Position Overview We are seeking an individual to join our team in the Calgary office. As an Assistant the incumbent will contribute to growing the business by providing support to the Investment Advisor(s), ensuring high-level client service, and effective functioning of the team through administration-related tasks. Duties and Responsibilities Investment Advisor Support:• Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and oth ...Read more about AssistantMore
-
Position Overview The Estate & Insurance Advisor will support Richardson Wealth investment advisors by providing analysis of a client’s financial situation and, where appropriate, recommend insurance-based solutions. The EIA will also act as a subject matter expert and provide product and sale concept training as needed to Richardson Wealth branches and/or investment advisor teams. The EIA will report to the Vice President Insurance Services, providing clients with insurance product recommendati ...Read more about Estate and Insurance AdvisorMore
-
Position Overview We are seeking an individual to join our team in the Ottawa office. As an Associate Investment Advisor the incumbent will contribute to grow the business by working closely with the Investment Advisor and team to help manage client relationships and client portfolios, developing new business, and ensuring high-level client service. Duties and ResponsibilitiesInvestment Advisor Support:• Prepare client commentaries, client review packages and investment proposals and poten ...Read more about Associate Investment AdvisorMore
-
Position Overview We are seeking an individual to join our team in the Calgary office. As an Associate the incumbent will contribute to growing the business by supporting to the Investment Advisor(s), ensuring high-level client service, and providing dedicated specialized administrative support on diverse assignments. Duties and Responsibilities Investment Advisor Support:• Prepare, analyze, and present reports and recommendations for clients including investment policy statements, ...Read more about AssociateMore
-
Position OverviewWe are looking for a Data Architect with a passion for designing and building cloud and data solutions, possessing outstanding architecture and development skills. As part of the technology team, you will be a crucial player, leader, and agent of change as you architect and guide the build and support of a cloud platform, solutions, and data services. You will be highly accountable, assertive, and thrive in an ambiguous environment. This is an opportunity to join us during an ex ...Read more about Data ArchitectMore
-
Position OverviewJoin our established, award-winning practice with over 30 years of experience. As a Senior Tax & Wealth Planner, you will create comprehensive financial plans for Affluent & High-Net-Worth clients in a salaried role with no sales component. Benefit from mentorship within our diverse team and expand your skills through client interactions, team collaboration, and coaching. You will bring a mix of strong technical expertise and interpersonal skills to add clarity and comfort, fost ...Read more about Associate Wealth PlannerMore
-
Position OverviewThe Program Manager (PM) is responsible for delivering client solutions that meet the approved scope, cost, schedule, and quality standards. This role includes detailed project planning, execution, control, deployment (including training and handoff to the business), warranty support, and closure. Duties and Responsibilities • Client Satisfaction: Ensure high client satisfaction and project team performance• Project Planning: Develop a thorough understanding of proposal ...Read more about Program ManagerMore
-
Position Overview: We're seeking a curious, organized, and friendly individual eager to immerse themselves in the wealth management industry. As an Assistant, you'll play a vital role in supporting our team, ensuring exceptional client service, and managing administrative tasks crucial to our business operations. Duties and Responsibilities:• Provide professional client service and troubleshoot effectively• Manage calendars and prepare meeting materials• Maintain meticulous documentatio ...Read more about AssistantMore
-
100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #222July 2, 2024Position OverviewThe Vice President, Advisor Services will play an instrumental role leading and shaping the Advisor Services Team within the Advisor Service Centre at Richardson Wealth. You will plan, coordinate, direct, and design all strategic activities of the team, as well as provide direction and support for solutions that improve the end-to-end experiences for advisor teams. You thrive on delighting the client and inspire your team members to do the same through strong coaching, developm ...Read more about Vice President, Advisor ServicesMore
-
4100 Yonge St, North York, ON M2P 2B5, Canada ● Req #220June 24, 2024Position Overview The Branch Assistant’s role is to provide administrative support to the branch and display a professional manner when dealing with the investment advisors, their team members and clients. Duties and Responsibilities Administrative functions: • Receiving and processing cheque daily deposits, recording credits to client accounts and keeping clean records for audit• Printing and mailing cheques• Receiving and processing certificates deposits• Monitoring petty ...Read more about Branch Assistant (12-Month Contract)More
-
Position Overview We are seeking an individual to join our team in the Montreal office. As an Assistant the incumbent will contribute to growing the business by providing support to the Investment Advisor(s), ensuring high-level client service, and effective functioning of the team through administration-related tasks. Duties and Responsibilities Investment Advisor Support:• Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and o ...Read more about AssistantMore
-
1055 W Hastings St, Vancouver, BC V6E 2E9, Canada ● Req #214June 12, 2024Position Overview This position has responsibility to support the application process from creation of the application, through underwriting and policy delivery. This position has responsibility to service the client while the policy is in force and in preparation for policy renewals. The Case Coordinator will also work closely with Estate & Insurance Advisor to provide ongoing case management and client support, including post-sale servicing. The Case Coordinator will also liaise with Investm ...Read more about Case Coordinator (16-Month Contract)More