Job Description
Job Description
Posted Wednesday, June 3, 2026 at 4:00 a.m. | Expires Wednesday, July 1, 2026 at 3:59 a.m.
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 entrepreneurial, high‑performing, advisor‑centric culture.
Position Overview
Provides wealth planning services, specifically Canadian tax and Cross Border (U.S.) tax guidance to Investment Advisors (IA's) and their high‑net‑worth and ultra‑high net‑worth clients. This includes face‑to‑face meetings with IA's and their clients, presentations to groups of clients and Centers of Influence.
Duties and Responsibilities
- Provide financial, retirement, tax, estate and success...