Associate Wealth Planner - Toronto - Richardson Wealth Ltd

    Richardson Wealth Ltd
    Richardson Wealth Ltd Toronto

    6 days ago

    Description

    Posted Monday, February 9, 2026 at 5:00 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


    The Associate, Wealth Planner will work collaboratively with the Investment Advisor team, to prepare comprehensive financial plans for High-Net-Worth clients as well as tax planning for clients.

    Duties and Responsibilities


    To be able to prepare, understand and communicate detailed financial projections (including net worth, cash flows and income tax) and advanced tax planning strategies for clients.

    This will include the following:

    • Work directly with clients and collect the necessary information and documentation required, often in face-to-face meetings
    • Utilize financial planning software to develop financial projections and financial plans
    • Review wealth plans for accuracy
    • Summarize a client's situation, analyze alternate solutions, and communicate financial planning opportunities
    • Prepare written tax and financial planning strategies for clients
    • Provide tax and financial planning information in response to face to face, telephone and e-mail inquiries
    • Deliver presentations to clients on various topics
    • Develop and write client friendly education articles on timely financial planning topics

    Qualifications

    • 5 years of direct client work in the completion and delivery of financial plans – a key asset
    • Excellent understanding of Canadian Income Taxes and Insurance Strategies
    • Knowledge and familiarity with use of Financial Planning Software
    • Exceptional attention to detail/accuracy
    • Analytical skills and ability to suggest alternate solutions to complex problems
    • Strong interpersonal skills
    • Excellent verbal and written communication skills
    • Advanced knowledge and use of Microsoft Word, Excel and Power Point
    • Strong organizational skills
    • Ability to work independently and as part of a team
    • Demonstrated experience working with High Net Worth clients is preferred

    Education

    • Undergraduate degree
    • Must be licensed as Registered Representative (RR) with CIRO
    • Completion of Financial Planning designation (CFP, PFP, or CPA), or other appropriate designation would be an asset
    • Detailed knowledge of corporate and individual taxation in Canada

    The expected annualized base salary range for this role is $60,000-$90,000. The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual's skill, experience, education and training, and the consideration of internal equity. Richardson offers a competitive total rewards package including bonuses or incentives, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.

    Why Apply


    Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?

    If so, we're ready to invest in you.

    Richardson 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.


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