Accounting & Finance

Wealth Management Associate — Hybrid, Client & Trade Support

Richardson Wealth

Toronto · On · Canada

Richardson Wealth is seeking an associate in our downtown Toronto office to support Investment Advisors and deliver exceptional client service. This role involves financial reporting support, tax-season duties, and seamless administrative coordination.

The ideal candidate has 3–5 years in financial services, strong English communication, and a CIRO Investment Representative license. Hybrid work requires two in-office days per week with remaining days remote.

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Reference: WJ-4703_8169994

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