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  • 100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #219
    June 21, 2024
    Position Overview    The Advisor Services Representative provides general support across the uniFide platform and with operational processes. This includes things like; helping Advisor teams open accounts, resolving of any payment queries and an overall understanding of how the platform operates. The Advisor Services Representative is the first point of contact for incoming support issues and requests via email and phone, triaging tickets and routing to the appropriate team/tier for resolution.  ... More
  • 100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #216
    June 17, 2024
    Position Overview    The Onboarding Support Coordinator is a high energy and adaptable role responsible for the planning and execution of onboarding new high net worth Investment Advisor Teams on a national scope.  As part of the Advisor Experience department, the incumbent will work closely to support the Branch Management teams and other internal operational departments to ensure readiness, smooth arrival, and transitions for all new advisor teams.         Duties and Responsibilities    •    O ... More
  • 1250 Boul. René-Lévesque O, Montréal, QC H3B 4W8, Canada ● Req #215
    June 14, 2024
    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 ... More
  • 1055 W Hastings St, Vancouver, BC V6E 2E9, Canada ● Req #214
    June 12, 2024
    Position 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 ... More
  • 1055 W Hastings St, Vancouver, BC V6E 2E9, Canada ● Req #212
    June 7, 2024
    Position Overview    We are seeking an individual to join our team in the Vancouver 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 ... More
  • 100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #197
    June 7, 2024
    Position Overview    We are seeking an individual to join our team in the Toronto 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, ... More
  • 1 Lombard Pl #1100, Winnipeg, MB R3B 0X3, Canada ● Req #209
    May 31, 2024
    Position Overview    We are seeking an individual to join our team in the Winnipeg 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, ... More
  • 525 8 Ave SW, Calgary, AB T2P 1G1, Canada ● Req #206
    May 28, 2024
    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, ... More
  • 525 8 Ave SW, Calgary, AB T2P 1G1, Canada ● Req #204
    May 23, 2024
    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 ot ... More
  • 100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #194
    May 8, 2024
    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 ... More
  • 1250 Boul. René-Lévesque O, Montréal, QC H3B 4W8, Canada ● Req #189
    May 1, 2024
    Position Overview    The IT Support Analyst is responsible for providing efficient user support and customer service by troubleshooting problems on company supported computer applications and platforms.         Duties and Responsibilities    •    Respond to requests for technical assistance in person, phone and electronically (VNC Remote Connection)•    Diagnose and resolve technical hardware and software issues•    Research questions using available information resources•    Advise user on appr ... More
  • 343 Preston St, Ottawa, ON K1S 1N4, Canada ● Req #78
    April 22, 2024
    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 ... More
  • 100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #183
    April 9, 2024
    Position OverviewThe successful candidate will be dealing with various administrative and operational issues in the support of Canadian Fee based account and U.S. RIA Business initiatives. This position will require excellent Customer Service skills in supporting and dealing with Advisors, their teams, internal operations and our external custodian.    Duties and Responsibilities•    Administration of fee based managed accounts including items such as:   •    Processing and approval of service r ... More
  • 1055 W Hastings St, Vancouver, BC V6E 2E9, Canada ● Req #182
    April 8, 2024
    Position OverviewThe Marketing Account Manager supports Advisors in regional British Columbia offices, Vancouver, Victoria, Comox and Sidney, as well as other select offices across Canada by coordinating marketing projects and initiatives and helps to execute marketing strategies for advisor teams. Duties and Responsibilities•    Ability to manage competing demands while providing proactive marketing strategies and thought leadership for Advisor teams•    Boutique Marketing management and coordi ... More
  • 525 8 Ave SW, Calgary, AB T2P 1G1, Canada ● Req #181
    April 4, 2024
    Position OverviewThe People & Culture Specialist is responsible for providing advice and operational support to aligned business managers and employees on work situations, providing a fair and transparent employee experience. This role supports multiple provinces within the assigned region and should be well versed in provincial employment laws and practices. The successful incumbent will play a key role in aligning Human Resources (“HR”) activities and initiatives with the organization’s strate ... More
  • 525 8 Ave SW, Calgary, AB T2P 1G1, Canada ● Req #152
    April 3, 2024
    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, ... More
  • 100 Queens Quay E, Toronto, ON M5E 1Z2, Canada ● Req #151
    February 27, 2024
    Position Overview    We are seeking an individual to join our team in the Toronto 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 ... More
  • 525 8 Ave SW, Calgary, AB T2P 1G1, Canada ● Req #72
    January 22, 2024
    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 ... More