Join Richardson Wealth as an Investment Advisor Operations Manager in Toronto. Manage client investments and relationships while optimizing daily operations within our advisor team.

This position involves overseeing a group of clients focusing on investment management and wealth planning strategies. You will collaborate with advisors to enhance client affairs and develop best practices for investment processes, reporting, and analytics. A self-starter approach and excellent communication skills are essential to excel in this role.

Key Responsibilities:
• Manage client investments and relationships efficiently
• Collaborate with advisors on wealth planning and insurance
• Develop processes for investment implementation and reporting
• Optimize systems for improved operational efficiency
• Analyze business data for informed decision-making

Requirements:
• 5+ years of advisory experience in the industry
• Pro...