Assistant

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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.

Position Overview

We are seeking an individual to join our team in the Kitchener office. As an Assistant the incumbent will contribute to growing the business by providing support to the Investment Advisor, ensuring high-level client service, and effective functioning of the team through administration‑related tasks.

This role is ideal for someone who is pursuing or aspires to pursue a career as a Financial Planner. It offers hands‑on exposure to client relationship management, financial planning processes, and wealth management practices, providing a strong foundation for future growth.

Duties And Responsibilities

Investment Advisor Support

• Professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners
• Assist the Investment Advisor(s) in preparing account documentation including client reviews, presentations, correspondence and reports
• Participate in client discovery meetings, take detailed notes, and ensure timely follow‑up on action items
• Assist in financial modeling and preparing client‑specific analyses and summaries
• Conduct research to support Advisors on client cases, including gathering and verifying relevant tax, estate, or financial planning information
• Input and maintain accurate client data in financial planning and CRM software

Client Service

Administration

Qualifications

Education

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.

Equal Opportunity

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.

Seniority level : Entry level

Employment type : Full‑time

Job function : Administrative

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