Job Description 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. This is an existing vacancy. 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 net worth clients of our IAs Work directly with clients of the Private Family Office or the Family Office Wealth Counsel as required Meet with clients and IA's on wealth planning matters, especially tax matters Lead seminars and presentations on Tax & Estate Planning Services for IA's, clients, prospective clients and Centers of Influence Provide direction and coordinate the implementation of wealth planning strategies, including meeting with clients’ professional advisors (e.g. lawyers, accountants, and actuaries), as appropriate Collaborate on the development and implementation of wealth planning service standards and design complex wealth planning strategies for the unique needs of the high net worth clients, including participation in the sales process and directing implementation of wealth planning strategies for these clients Contribute to the effective and efficient delivery of wealth planning support services to Advisors and clients Assist with quality assurance as required for the Tax & Estate Planning Group – review of complex files Write white papers and other client facing value added pieces to help our prospecting and client retention activities Develop thought leadership materials on all tax matters and review/update existing materials while working with Marketing to disseminate client marketing pieces Qualifications Over 10 years of planning experience specializing in tax, financial and estate planning Experience in the financial services industry would be an asset Demonstrated excellence in designing and implementing complex tax, financial, insurance and estate planning strategies Strong relationship management skills Strong analytical and problem‑solving abilities Superior verbal and written communication skills Able to interact effectively with other executives and professionals Ability to work independently and as part of a team Facility with Microsoft Word, Excel and PowerPoint Education Professional Accounting Designation (CA, CPA, CGA, CMA), L.L.B Degree (Tax oriented) and other related designations, e.g. Trust and Estate Practitioner (TEP) and/or Family Enterprise Advisor (FEA) The expected annualized base salary range for this role is $146,700-$179,300. 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 in addition to the base pay, which includes a performance‑based incentive plan, 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. #J-18808-Ljbffr
A leading Canadian wealth management organization is seeking an experienced professional to provide wealth planning services tailored to high-net-worth clients. Responsibilities include financial planning, leading seminars, and collaborating on complex strategies. Ideal candidates have over 10 years of relevant experience and exceptional relationship management skills. This role allows for personal growth and development, fostering a collaborative and innovative team culture. #J-18808-Ljbffr
1 Lombard Pl #1100, Winnipeg, MB R3B 0X3, Canada Job Description Posted Wednesday, March 11, 2026 at 4:00 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 Provides wealth planning services, specifically estate planning along with personal and corporate tax guidance to Investment Advisors (IAs) for their high-net-worth and complex client situations. This includes face-to-face meetings with IAs and their clients, presentations to groups of clients and centers of influence. This is an existing vacancy Duties and Responsibilities Provide financial, retirement, tax, estate and succession planning and services to IAs and their high net worth and ultra-high net worth clients Lead seminars and presentations on Wealth Planning Services for IAs, clients, prospective clients and Centers of Influence Provide direction on next steps and towards implementation of wealth planning strategies, including meeting with clients’ professional advisors (e.g., lawyers, accountants, and actuaries) as appropriate Collaborate on the development and implementation of wealth planning service standards such as the effective and efficient delivery of wealth planning services and design complex wealth planning strategies for the unique needs of the high-net-worth clients. Assist advisors and relationship managers with business development, opportunity spotting, and revenue generation Contribute to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices. Keep current on emerging trends, legal changes and developments in the tax and estate planning field Assist with quality assurance as required for the Wealth Planning Group – review of complex files Identify and manage risks, and escalate high risk transactions and activities as necessary Assist in the development of a training program on wealth planning matters for IAs Write client facing, value added pieces to help our prospecting and client retention activities Qualifications 10+ years of planning experience specializing in tax, financial and estate planning Experience in the financial services industry would be an asset Demonstrated excellence in designing and implementing complex tax, financial, and estate planning strategies Strong relationship management skills Strong analytical and problem-solving abilities Superior verbal and written communication skills Ability to work independently and as part of a team Facility with Microsoft Word, Excel and PowerPoint Education L.L.B Degree or Professional Accounting Designation (CA, CPA, CGA, CMA) Trust & Estate Practitioner (TEP), Family Enterprise Advisor (FEA) or other professional designations (added value) #LI-DNI 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. #J-18808-Ljbffr
A leading Canadian wealth management firm is seeking an experienced professional to provide wealth planning services, specializing in tax guidance for high and ultra-high net worth clients. You will work directly with investment advisors and clients, lead presentations, and design wealth planning strategies. The role demands over 10 years of planning experience and proficiency in complex tax, financial, and estate planning. Join a team focused on excellence, innovation, and client satisfaction in Metro Vancouver. #J-18808-Ljbffr
Join as a Tax Specialist focusing on wealth planning services for affluent clients. Provide expert guidance on Canadian and Cross Border tax matters while collaborating with Investment Advisors. This position demands over 10 years of experience in planning, especially in tax strategies and estate management. Engage with clients to tailor solutions, lead workshops, and ensure seamless implementation of financial strategies. You will also play a role in enhancing service standards within the organization. Key Responsibilities: • Offer wealth planning and tax guidance to clients • Conduct client meetings and strategy sessions • Present wealth planning seminars and workshops • Collaborate in designing tailored planning strategies • Contribute to quality assurance and file reviews Requirements: • 10+ years of specialized tax and estate planning experience • Required professional qualifications in accounting or law • Excellent relationship management skills • Strong communication and analytical abilities • Proficiency in Microsoft Office applications Shape wealth planning strategies for high-net-worth clients using your extensive knowledge in tax and estate planning, ensuring impactful solutions tailored to their needs. #J-18808-Ljbffr
A leading Canadian wealth management organization is seeking an experienced Salesforce Developer to design, build, and maintain Salesforce Financial Services Cloud solutions. The role involves leading technical strategies, developing scalable UI experiences, and ensuring adherence to best practices. Ideal candidates should have a strong background in Salesforce development, communication, and collaborative teamwork. This position offers a competitive salary range of $94,500-$126,000 and includes various benefits within a hybrid work environment. #J-18808-Ljbffr
A leading Canadian wealth management firm is seeking an experienced professional to provide wealth planning services, specializing in tax guidance for high and ultra-high net worth clients. You will work directly with investment advisors and clients, lead presentations, and design wealth planning strategies. The role demands over 10 years of planning experience and proficiency in complex tax, financial, and estate planning. Join a team focused on excellence, innovation, and client satisfaction in Metro Vancouver. #J-18808-Ljbffr
A leading Canadian wealth management organization is seeking an experienced professional to provide wealth planning services tailored to high-net-worth clients. Responsibilities include financial planning, leading seminars, and collaborating on complex strategies. Ideal candidates have over 10 years of relevant experience and exceptional relationship management skills. This role allows for personal growth and development, fostering a collaborative and innovative team culture. #J-18808-Ljbffr
Job Description
Posted Tuesday, March 10, 2026 at 4:00 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
We are seeking an experienced Salesforce Developer to design, build, and support solutions on Salesforce Financial Services Cloud (FSC) for a wealth management business. You will serve as a technical authority for Salesforce FSC within iA Wealth, own and evolve the Salesforce architecture in alignment with enterprise strategy and collaborate with talented professionals in managing the direction, development and deployment ecosystem.
This is an existing vacancy.
Duties and Responsibilities
Design, develop and implement Salesforce solutions that support the Wealth Management business model using platform-native approaches over custom code whenever possible
Stay current on Salesforce seasonal releases and FSC-specific enhancements to identify opportunities and impacts on our environment and users and anticipate platform risks including downstream integrations
Partner with journey owners and other team members to shape technical strategy aligned with wealth business goals
Demonstrate constant attention to ensuring security and preserving digital information confidentiality. Partner with InfoSec/Compliance to ensure appropriate data handling of sensitive client data (PII) and ensure designs support audit and monitoring expectations through event/activity visibility.
Measure the quality of the developed solution (performance, robustness, functional test coverage etc)
Use development best practices supported by the Centers of Excellence, applying proper design, partitioning, and modeling patterns for processing, data, hosting infrastructure, etc.
Set up or use a continuous integration and continuous deployment (CI/CD) pipeline.
Lead discussions around design decisions, aligned with best practices and company standards and norms.
Create and maintain robust unit tests and regression test coverage consistent with enterprise SDLC practices (CI/CD, code review, release readiness)
Provide technical support for the solution in production by triaging and resolving production issues (defects, performance bottlenecks, integration failures), drive root‑cause analysis, and implement preventive controls.
Establish the team’s documentation strategy by defining standards aligned with enterprise, encouraging best practices and ensuring consistent application.
Take ownership of complex tasks, mentor and provide technical coaching to other team members and actively share knowledge on Salesforce best practices.
Actively collaborate in activities such as ceremony planning, definition of done etc.
Be available to perform production releases (deployments) when required.
Develop scalable UI experiences using Lightning Web Components (LWC) and industry UI patterns to enhance advisor productivity.
Build and maintain Apex classes, triggers, batch/scheduled jobs, and asynchronous processing where required for industry data volumes and compute pattern
Qualifications
Education: Bachelor's degree in Computer Science, or a related field.
Experience leading design, development and delivery of complex, enterprise-scale Salesforce solutions with a minimum 5+ years as Salesforce Developer
Experience with Salesforce Financial Services Cloud (FSC) and specifically Wealth Management industry components
Track record of influencing technical direction without formal authority
Good knowledge of or willingness to learn: Integration between Salesforce and Content Server; Einstein Activity Capture (EAC); upcoming Salesforce integrations (including MuleSoft and Google Cloud).
Knowledge of cloud technologies, containers, virtualization (e.g., Azure DevOps, Docker, Kubernetes, Google Cloud Git Flow).
Knowledge of design/architecture patterns and partitioning patterns
Strong experience with Salesforce platform – APEX (classes, triggers, batch) , core objects, FSC objects, Platform Events, Lightning Web Components, Salesforce APIs) including governance limits
Familiar with Salesforce Data components: DataLoader., DataCloud, etc.
Familiarity with UML/UML2 nomenclature
Experience with .NET Core, C#
Familiarity with event‑driven models (Kafka is an asset).
Experience using AI tools, such as Microsoft Copilot, Salesforce Agentforce, and Google Vertex is an asset.
Experience balancing speed, quality, security and maintainability in enterprise environments
Analytical Skills: Strong analytical and problem‑solving skills. Ability to translate business requirements into technical solutions.
Communication: Excellent verbal and written communication skills. Ability to present complex technical concepts clearly and concisely to stakeholders.
Interpersonal Skills: Strong interpersonal skills with the ability to collaborate effectively with various teams and stakeholders.
The expected annualized base salary range for this role is $94,500-$126,000.
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 in addition to the base pay, which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.
#LI-Hybrid
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.
#J-18808-Ljbffr
A leading wealth management firm in Calgary is seeking a Portfolio Management Consultant to oversee practice management and governance of Associate Portfolio Managers and Portfolio Managers. The ideal candidate will have over 10 years of experience in the financial services industry, strong service orientation, and knowledge of portfolio management. This position offers a competitive salary range of $94,500-$115,500 along with a robust total rewards package including health benefits and retirement plans. #J-18808-Ljbffr
