Location
toronto
Job Type
Full-time
Posted
June 07, 2026
Job Description
Job Description
Richardson Wealth offers the personal touch of a boutique firm while delivering big results.
As a leading Canadian wealth management organization, Richardson Wealth has offices across the country and is 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 succession planning and similar wealth planning related services to the high net worth and ultra high...