Assistant, National Partnership Office

Overview

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.

Position Overview

As an Assistant you will contribute to growing the business by working closely with an Investment Advisor to service a portfolio of Richardson Wealth (RWL) clients who are looking for customer service, investments and advice under the National Partnership Office (NPO) platform. In this capacity you will be an important contact person for clients and RWL employees looking to engage with the NPO’s service offering. You will also be assisting the Investment Advisor with administrative tasks related to managing client accounts. Client and stakeh...