Quality Assurance Analyst
Toronto, ONRichardson Wealth Ltd
5+ ansCandidates need 5+ years of hands-on quality assurance experience on complex enterprise applications, including Salesforce testing, API testing and automation tools such as Playwright or Selenium. Strong SQL skills and experience with Azure DevOps are also required.
Salesforce, Playwright, Selenium, Tricentis, BrowserStack, Postman
Manager, Branch Administrator
Ottawa, ONRichardson Wealth Ltd
5+ ansRichardson Wealth needs candidates with 5 to 10 years in the financial sector and proven branch administration experience in a medium to large branch. Strong organization, multitasking, technology support skills and CIRO registration (IR or RR) are needed; French is an asset.
Technology platforms
Assistant
Edmonton, ABRichardson Wealth Ltd
Richardson Wealth needs candidates with strong organization and attention to detail, solid administrative skills and comfort learning new software. Microsoft Office and CRM experience such as Salesforce is preferred, and post-secondary education in business or a related field is preferred.
Salesforce, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams
Senior Bilingual Advisor & Client Support Specialist (English/French)
Toronto, ON +3Richardson Wealth Ltd
2+ ansRichardson Wealth Ltd needs a candidate with 2 to 5 years of financial services experience, ideally in wealth management or client support, and strong Microsoft Office skills. Bilingual French and English is required, plus the judgment to handle escalations and the ability to coach others.
Microsoft Windows, Microsoft Excel, Microsoft Word, Microsoft Outlook
Advisor & Client Support Specialist (English/French)
Toronto, ON +3Richardson Wealth Ltd
1+ ansCandidates need experience in a call centre, help desk, client service or wealth management setting, strong Windows, Excel, Word and Outlook skills, and clear communication. French is highly advantageous, and 1 to 2 years of related service experience is preferred.
Microsoft Windows, Excel, Word, Outlook
Associate
Calgary, ABRichardson Wealth Ltd
3+ ansCandidates need 3-5 years of financial services experience, an undergraduate degree, and CIRO licensing or willingness to be licensed within 6 months. Strong written and verbal English, organization, and attention to detail are essential.
Communication skills, Client relationship management, Trade securities, Sales, Documentation, Regulatory compliance
Associate-Wealth Management
Montréal, QCRichardson Wealth Ltd
5+ ansRichardson Wealth Ltd needs candidates with at least 5 years in financial services, ideally wealth management or brokerage. Candidates must hold CIRO registration and the Pl. Fin. designation, speak and write French excellently, and be proficient in Microsoft Office and Salesforce.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
Onboarding Support Coordinator
Toronto, ONRichardson Wealth Ltd
1+ ansCandidates need one to three years of wealth management or brokerage experience and onboarding or training experience. Strong organization, project coordination, Microsoft Office skills and good English communication are required, and French is an asset.
Dataphile, Maximizer, Microsoft Office Suite, Cisco Jabber, VPN
Assistant
Toronto, ONRichardson Wealth Ltd
Candidates need relevant financial or administrative experience, excellent English communication, strong client relationship skills and proficiency with Microsoft Office. Post-secondary education and experience with a CRM system such as Maximizer are also asked for.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Maximizer
Assistant, Team Coordinator
Vancouver, BCRichardson Wealth Ltd
Candidates need client relationship skills, strong written and verbal English, and administrative or financial sector experience. Proficiency with Microsoft Office and CRM systems such as Salesforce, plus post-secondary education, is required.
Microsoft Office, Excel, PowerPoint, Outlook, Word, Copilot
Vice President, Portfolio Management, Investing & Oversight
Toronto, ONRichardson Wealth Ltd
10+ ansCandidates need 10+ years in wealth management, investment platforms or portfolio roles in a regulated financial services setting, with knowledge of suitability, KYC/IPS and dealer operations. Strong executive presence and proven leadership of cross-functional digital initiatives are required.
Regulatory compliance, Leadership, IPS, Documentation, Risk management, Reporting
Wealth Digital Enablement Trainer
Toronto, ONRichardson Wealth Ltd
Candidates need advanced English and French, experience training or supporting users in wealth management or financial services, and hands-on experience with Croesus and Salesforce CRM. Strong presentation skills and an understanding of advisor workflows are also required.
Croesus, Salesforce CRM, AX360, Compass, iAssist
Assistant
Saskatoon, SKRichardson Wealth Ltd
Candidates need strong client relationship and communication skills in English, plus experience in the financial sector or administration. Proficiency with Microsoft Office and a CRM such as Maximizer is expected, along with post-secondary education.
Microsoft Office, Word, Excel, PowerPoint, Outlook, Maximizer