Teams at Richardson Wealth

Supports investment advisors by preparing client reports, financial plans, portfolio evaluations, retirement projections, investment proposals, and financial models. Executes client transactions, analyzes industry and company data, delivers high-quality client service, attends meetings, manages account documentation, and adheres to financial-services compliance requirements.

Provides senior bilingual English/French support to wealth management advisors, advisor teams, and clients using client-facing systems and digital service channels. Handles complex inquiries, escalations, troubleshooting, and cross-functional issue resolution through phone and email. Delivers system training and coaching, supports digital adoption, identifies service improvements, and contributes to testing, process changes, reporting, knowledge sharing, and service readiness.

Supports investment advisors by preparing client investment materials, portfolio evaluations, financial plans, proposals, and reviews. Assists with portfolio trading, client meetings, business development, communications, account documentation, compliance updates, and regulatory requirements. Builds relationships with high-net-worth clients through proactive service and accurate communication while maintaining organized records and supporting operational effectiveness. The role offers growth in wealth management and requires financial services experience, an undergraduate degree, and CIRO licensing or willingness to obtain it.