Investment Advisor Operations Manager

Join Richardson Wealth as an Investment Advisor Operations Manager in Toronto. Manage client investments and relationships while optimizing daily operations within our advisor team.

This position involves overseeing a group of clients focusing on investment management and wealth planning strategies. You will collaborate with advisors to enhance client affairs and develop best practices for investment processes, reporting, and analytics. A self-starter approach and excellent communication skills are essential to excel in this role.

Key Responsibilities:

• Manage client investments and relationships efficiently

• Collaborate with advisors on wealth planning and insurance

• Develop processes for investment implementation and reporting

• Optimize systems for improved operational efficiency

• Analyze business data for informed decision-making

Requirements:

• 5+ years of advisory experience in the industry

• Proficiency in MS Office Suite, especially Excel

• Knowledge of Dataphile/Broadridge Systems

• Experience with Envestnet/Croesus tools

• Completed CSC, CPH, CIRO IA registration

Leverage your investment management skills and systems knowledge to deliver excellence at Richardson Wealth in Toronto.
#J-18808-Ljbffr