Position Overview
We are looking for an Associate advisor and Operations Manager in our Toronto location managing client investments, relationships, initiating, implementing and maintaining operations with our advisor team.
Responsibilities
- Manage relationships and investment management for a group of clients
- Work with other advisors on the team in managing client affairs, including investment management, wealth planning and insurance coverage
- Assist in development and implementation of processes and best practices for investment implementation and maintenance, client reporting, and business analytics
- Incorporate systems into daily activities and work with colleagues to maximize efficiency of systems
Qualifications
- 5 or more years of industry/advisory experience
- Strong systems knowledge: MS Office Suite, strong Excel, data management tools
- Experience with Dataphile/Broadridge Systems
- Reporting tools: Envestnet/Croesus
- Self‑starter with strong initiative
- Detail oriented, accurate and disciplined
- Excellent interpersonal and communication skills
Education
- Successful completion of the CSC, CPH, CIRO IA registration
- Investment and Wealth Planning designations (CIM, CFP, etc.)
Other Details
- Pay Type: Salary
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.
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Associate Investment Advisor employer: Richardson Wealth
Richardson Wealth is an exceptional employer that fosters a supportive and innovative work culture, making it an ideal place for Credit Specialists to thrive. With a strong emphasis on employee growth and development, team members are encouraged to enhance their skills while contributing to the firm's commitment to regulatory excellence and client satisfaction. Located in a dynamic financial hub, employees benefit from a collaborative environment that values compliance and performance improvement, ensuring a rewarding career path.
