Richardson Wealth is seeking an associate in our downtown Toronto office to support Investment Advisors and deliver exceptional client service. This role involves financial reporting support, tax-season duties, and seamless administrative coordination.
The ideal candidate has 3–5 years in financial services, strong English communication, and a CIRO Investment Representative license. Hybrid work requires two in-office days per week with remaining days remote.
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Wealth Management Associate — Hybrid, Client & Trade Support in Toronto 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.
