Advisor Onboarding Coordinator
3 weeks ago
Job DescriptionRichardson 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.Position OverviewThe Advisor Onboarding Coordinator is a high energy and adaptable role responsible for the planning and execution of onboarding new high net worth Investment Advisor Teams on a national scope.This role will work closely with the Branch Management teams and other internal operational departments to ensure readiness, smooth arrival, and transitions for all new advisor teams.Duties and ResponsibilitiesOrganize pre-hire due diligence and regulatory licensing documentation of the new Investment Advisor and Team Members for transfer processCoordinate the licensing documentation between the new team and the Registrations department to ensure activation upon hireLiaise with Branch Administrators to coordinate technology and on-site requirements for all new recruits and their team membersProvide on-site support at all new team transitions to assist with client communications, documentation preparation, and trainingLiaise with the IT group to ensure hardware and software set-up prior to team’s arrival; manage technology issues that may arise during transitionCollaborate with the Operations department to ensure processes and team and client inquiries are addressed quicklyAssist Advisor teams with account opening on Dataphile and preparing new client packages for client delivery, in an accurate and timely mannerTrain Advisor teams with internal and external platforms for client account opening and transfer processProvide teams with introductory technology overview of email, telephone, VPN, computer login, etcWork closely with Branch Management post-onboarding to monitor team progress and provide support as requiredMaintain Branch Management onboarding intranet site with process and documentation / tools / resourcesMaintain onboarding shared drive with recruit files and documentationCoordinate and order supplies for upcoming recruitsOther duties as assignedQualificationsProven experience working with an Investment Advisor or a Branch Management teamExceptional organizational and administrative skills, experience with project and/or event coordinationTechnical knowledge and familiarity with standard hardware and software for basic support as neededAbility to take initiative, prioritize, multitask, and meet tight deadlinesQuick and proactive thinker with innovative problem-solving skillsPositive attitude and white glove service approach with the ability to work with various personality typesExcellent communication skills, verbal and written in English, proficiency in French would be an asset1 to 3 years of direct retail brokerage/wealth management experience1 to 3 years of experience with employee onboarding and/or training experienceKnowledge of Wealth Management OperationsProficiency with Microsoft Office SuiteKnowledge of Dataphile and Maximizer systems would be an assetFlexibility to travel nationallyEducationPost-Secondary EducationCanadian Securities Course (CSC) and Conduct & Practices Handbook Course (CPH) would be an assetRichardson 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. #J-18808-Ljbffr
-
Advisor Onboarding Coordinator
3 weeks ago
Toronto, Canada Richardson Wealth Full timeJoin to apply for the Advisor Onboarding Coordinator role at Richardson Wealth 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...
-
Advisor Onboarding Coordinator
3 weeks ago
Toronto, Canada Richardson GMP Ltd. Full timeJob Description 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. Position Overview The Advisor Onboarding Coordinator is a high energy and adaptable role responsible for the planning and execution of onboarding new high net...
-
Advisor Onboarding Coordinator
3 weeks ago
Toronto, Canada Richardson GMP Ltd. Full timeJob Description 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. Position Overview The Advisor Onboarding Coordinator is a high energy and adaptable role responsible for the planning and execution of onboarding new high...
-
Advisor Onboarding Coordinator
10 hours ago
Toronto, Canada Richardson Wealth Ltd Full time**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...
-
Advisor Onboarding Coordinator
3 weeks ago
Toronto, Canada Richardson Wealth Full timeJoin to apply for the Advisor Onboarding Coordinator role at Richardson WealthAbout UsAs 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...
-
Advisor Onboarding Coordinator
2 weeks ago
Toronto, Canada Richardson Wealth Full timeJoin to apply for the Advisor Onboarding Coordinator role at Richardson WealthAbout UsAs 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...
-
Advisor Onboarding Coordinator
2 weeks ago
Toronto, Canada Richardson GMP Ltd. Full timeJob DescriptionRichardson 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.Position OverviewThe Advisor Onboarding Coordinator is a high energy and adaptable role responsible for the planning and execution of onboarding new high net...
-
Client Onboarding Associate Intern
1 week ago
Toronto, Canada Purpose Advisor Solutions Full timeCompany Description Purpose Advisor Solutions is an innovative financial services company focused on creating the tools, services and support to help financial advisors build their own businesses. Our team is passionate about helping advisors and is building a new business model to provide what they need to thrive and succeed. Purpose Advisor Solutions is...
-
Onboarding Support Coordinator
4 days ago
Toronto, Canada Richardson Wealth Ltd Full time**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...
-
Bilingual Advisor Onboarding
2 weeks ago
Toronto, Canada CI Financial Full timeA financial services company in Toronto is seeking a Business Processing Coordinator to manage onboarding for new advisors and branches. The ideal candidate will have at least 2 years of financial industry experience and be fluent in both English and French. Responsibilities include processing transactions, maintaining high accuracy, and ensuring excellent...
