Richardson Wealth is a leading Canadian wealth management organization, and they are seeking a Business Reporting and Investment Advisor Compensation Analyst. The role involves supporting the analysis, reporting, and administration of the Business Strategy and Analysis team, ensuring accuracy in processes and Advisor compensation administration.
Responsibilities
- Support and maintain Business Analysis’ core monthly databases and reports, including Advisor Performance, Household Metrics and Holdings Summary
- Support monthly administration related to Advisor Compensation programs and processes, including Staff/Technology Budget, Marketing Budget, Advisor Code management and Householding management
- Administration of monthly commission adjustment file and commission payout file
- Ad hoc analysis and support to management and advisors as required
Skills
- Must be proficient in Microsoft Excel
- Strong attention to detail (administrative elements and database maintenance)
- Ability to work in a fast-paced environment
- Strong time management skills
- Strong communication skills
- Experience in the Wealth Management industry strongly preferred
- University Degree preferred
Benefits
- Performance-based incentive plan
- Comprehensive health & dental benefits
- Group RRSP matching plan
- Paid time off
Company Overview
Richardson Wealth provides financial and wealth management services. It was founded in 1857, and is headquartered in Toronto, Ontario, CAN, with a workforce of 501-1000 employees. Its website is https://www.richardsonwealth.com.