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Vancouver, BC, Canada ● Victoria, BC, Canada ● Winnipeg, MB, Canada ● Req #413Friday, May 23, 2025Position Overview The WCA is a resource for the Branch Management Team and Advisor teams regarding industry regulations, requirements and best practices. The WCA is accountable to ensure that the region meets all its compliance requirements as the designee for compliance and risk operations. This role is also accountable to provide advice and guidance on Compliance related policies, processes and other key execution activities to the branch management teams within the region. By ensuring str ...Read more about Wealth Compliance AdvisorMore
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100 Queens Quay E, Toronto, ON M5E 1Y3, Canada ● Req #412Wednesday, May 21, 2025Position OverviewWe are seeking an individual to join our team in the Toronto office. As an Associate Investment Advisor the incumbent will contribute to grow the business by working closely with the Investment Advisor(s) to help manage their portfolios, developing new business, and ensuring high-level client service. Duties and ResponsibilitiesInvestment Advisor Support:• Prepare investment policy statements, portfolio evaluations, financial plans, retirement projections, client commentaries/re ...Read more about Associate Investment AdvisorMore
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100 Queens Quay E, Toronto, ON M5E 1Y3, Canada ● Req #408Friday, April 25, 2025Position Overview Are you a self-starter that is energized by growing business and working in a dynamic and entrepreneurial environment? As a member of the Corporate Development team, you are a key contributor to the strategic and aggressive growth of the organization. You will identify qualified Advisor teams who demonstrate excellence in client service, operate a successful practice, and fit with the vision and values of Richardson Wealth. You will be accountable for attracting and managing ...Read more about Vice President, Business AcquisitionMore
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100 Queens Quay E, Toronto, ON M5E 1Y3, Canada ● Req #407Wednesday, April 23, 2025Position Overview Provides strategic leadership and technical expertise in the design, development, and implementation of Richardson Wealth’s Advisor platform modernization. Leads the creation and governance of the enterprise architecture framework, aligning business strategy with IT capabilities, and ensuring seamless integration across platforms, including Salesforce Advisor Cloud, Envestnet, and Dataphile (Fidelity Clearing Canada). Collaborates with executive stakeholders, business leader ...Read more about Enterprise ArchitectMore
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100 Queens Quay E, Toronto, ON M5E 1Y3, Canada ● 1250 René-Lévesque Blvd W Bureau 4345, Montreal, QC H3B 4W8, Canada ● Req #370Monday, March 3, 2025Position OverviewThe Investment Advisor will service an existing portfolio of Richardson Wealth clients who are looking for low-cost investments and advice under the National Partnership Office platform. The Investment Advisor will be moving existing Richardson Wealth clients to the National Partnership Office, providing investment advice, and working to reduce risk through proper documentation of KYC information and client interactions. Marketing and sales is required but not a focus of this ro ...Read more about Investment Advisor, National Partnership OfficeMore