Advisor Service Representative (Three-Month Contract)

100 Queens Quay E, Toronto, ON M5E 1Z2, Canada Req #219
June 21, 2024
About Us:
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

Where we’re going: 
We want to be the brand of choice for Canada’s top advisors and their high-net-worth clients. We also have an ambitious growth strategy to triple our Assets under Administration (AUA) to $100 billion by 2027.

To reach our goals, we are making strategic investments in technology, real estate and, most importantly, our people.

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. 

Duties and Responsibilities    
•    Support level 1 platform and operational queries 
•    Handle all incoming requests by phone, email and/or other channels and respond to Advisor team questions and issues 
•    Prioritize Advisor team inquiries/needs and collaborate with other teams as appropriate to resolve Advisor queries and issues 
•    Provide clear, friendly, and encouraging written communication to convey prompt, compassionate, and accurate information
•    Work through potentially complicated and emotionally charged situations with deep empathy and a solution-focused outlook
•    Proactively alert management of escalations or potential service disruptions and assist as needed
•    Ensure necessary due diligence is taken to support the accuracy of all requests and queries 

•    Conduct incoming email triage and routing with the ability to quickly understand stakeholder needs from basic questions to complex support 
•    Assign operational and platform requests/queries to appropriate queues and routes to the appropriate team and tier
•    Drive continuous improvement by identifying, suggesting and actively participating in process improvements
•    Understand and apply department operating policies and procedures

•    Bilingual (English/French)
•    Strong background in customer service that will be reflected in professional client interaction, ability to build relationships, and quality of service delivered 
•    Team player, displays passion, empathy and an appropriate sense of urgency for servicing clients 
•    Strong written and oral communication skills
•    Ability to work independently with minimal guidance
•    Very thorough and detailed oriented
•    Priority on Corporate Actions/Entitlements experience, data analytics/reporting experience, communications experience
•    Comfortable with technology and able to explain features to others, with an appreciation for how digital solutions can be used to drive efficiency and effectiveness 
•    Uses sound judgment and exercises strong decision-making skills

Education & Experience    
•    Minimum 3 years’ experience in Financial Services, preferably within a Brokerage or Wealth Management firm
•    Completion of Canadian Securities Course (CSC) preferred
•    Post-secondary education in business or a related discipline, or an appropriate combination of education and experience required

Why Apply:
Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?

If so, we’re ready to invest in you.

Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.
We are a proud partner of Pride at Work Canada.

Other details

  • Pay Type Salary
Location on Google Maps
  • 100 Queens Quay E, Toronto, ON M5E 1Z2, Canada