Associate Investment Advisor

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.