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.
Where We’re Going
We want to be the brand of choice for Canada’s top advisors and their high-net-worth clients. We also have an ambitious growth strategy to triple our Assets under Administration (AUA) to $100 billion by 2027.
To reach our goals, we are making strategic investments in technology, real estate and, most importantly, our people.
Position Overview
The Receptionist’s role is to provide administrative support to the branch and display a professional manner when dealing with the Investment Advisors, their team members and clients. This position will be full-time working Monday to Friday. The ideal candidate must be a self-starter who is looking to begin their career in the Financial Industry as there may be room for growth.
Reception Functions
Duties and Responsibilities
- Receive, greet and direct calls and clients
- Sort and distribute incoming mail
- Coordinate branch and client meetings, branch lunches, set up boardrooms
- Maintain kitchen and boardroom area, order office and kitchen supplies and monitor inventory
Administrative Functions
- Assist the Branch Administrator monitoring and clearing up the Compliance pending lists
Qualifications
- 1-3 years working experience
- Experience in the Financial industry would be an asset
- Eager to learn new skills and adapt to a changing working environment
- Operations familiarity within the brokerage industry
- Familiarity with commonly used programs such as Outlook and Dataphile
- Strong Microsoft Office Suite skills
- Excellent communication and interpersonal skills
- Detail oriented
- Organizational skills
Education
- High School Diploma
- The completion of the Canadian Securities Course would be an asset
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.
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.
We are a proud partner of Pride at Work Canada.
Apply Now
