Investment Advisor, National Partnership Office

Overview

Richardson Wealth is a leading Canadian wealth management organization offering 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 have embarked on a multi-year transformational journey to enhance an entrepreneurial, high-performing, advisor-centric culture.

Position Overview

The Investment Advisor will service an existing portfolio of Richardson Wealth clients who are looking for low-cost investments and advice under the National Partnership Office platform. The Investment Advisor will move existing Richardson Wealth clients to the National Partnership Office, provide investment advice, and work to reduce risk through proper documentation of KYC information and client interactions. Marketing and sales are required but not a focus of this role. Client-management processes are critical to maintain. This is an existing vacancy.