Associate
Calgary, ABRichardson Wealth Ltd
3+ ansCandidates need at least 3 years in financial services, a CIRO Investment Representative licence, and an undergraduate or postgraduate degree in business, economics or a related field. Strong written and verbal English, attention to detail and independent initiative are essential.
Excel
AVP, Advisor Experience and Programs
Toronto, ONRichardson Wealth Ltd
Candidates need extensive wealth management experience, progressive leadership working with advisors and branch leaders, and a record of leading complex change in an advisor-led business. Strong communication skills and knowledge of the Canadian regulatory environment are also required.
Sales, Leadership, Process improvement, Onboarding, Communication skills, Regulatory compliance