Richardson Wealth
As of 2 November 2026, Richardson Wealth has 33 open roles (12 new in 30 days), its finance & accounting team is hiring most, and its postings name dataphile, Salesforce and Cisco as the tools the team works in.
As of 2 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.
- Headquarters
- Downtown Toronto (Berczy Park), Ontario, Canada
- Employees
- 501-1000 employees (linkedin)
- Sells to
- clients, female investors, young adults
- Certifications on site
- Site languages
- EN, FR
- Career system
- Dayforce
Richardson Wealth in one screen
Read from richardsonwealth.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.
Richardson Wealth is a wealth advisory firm that provides personalized wealth advice for clients. Its offerings include tax savings, estate planning, retirement planning, and women's wealth strategy. The firm also recruits advisors and publishes market and investment insights.
Named on the site: clients, female investors, young adults, gen x, individual investors.
Nearest companies by what they do, sell and whom they serve, 51+ employees. 553 scored.
What Richardson Wealth says it runs
Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.
ensure processes and team and client inquiries are addressed quickly• Assist Advisor teams with account opening on Dataphile and preparing new client packages for client delivery, in an accurate and timely manner • Train Advisor teams withsiness analysts, developers, architects, vendors, and business stakeholders.The successful candidate will bring broad testing capability, practical experience testing Salesforce, and the ability to contribute to sustainable test automation.r process• Provide teams with introductory technology overview of email, telephone, VPN, computer login, and Jabber (Cisco messaging platform)• Work closely with Branch Management post-onboarding to monitor team progress and provide supportish • Relevant experience in the financial sector and/or administrative experience • Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint, Outlook and Copilot • Experience with Client Relationship Management (CRMe financial sector and/or administrative experience • Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint, Outlook and Copilot • Experience with Client Relationship Management (CRM) systems such as Salesforce •e in the financial sector and/or administrative experience • Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint, Outlook and Copilot • Experience with Client Relationship Management (CRM) systems such as Salesfnd/or administrative experience • Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint, Outlook and Copilot • Experience with Client Relationship Management (CRM) systems such as Salesforce • Strong organizationaal sector and/or administrative experience • Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint, Outlook and Copilot • Experience with Client Relationship Management (CRM) systems such as Salesforce • Strong oricularly Word, Excel, PowerPoint and Outlook• Experience with Client Relationship Management (CRM) systems such as Maximizer• Strong organizational skills• Meticulous attention to detail• Ability to prioritize, multitask, work within time crospect records, document interactions, manage tasks and support consistent team workflows.• Work confidently in Microsoft 365, including Outlook, Word, Excel, PowerPoint, Teams, SharePoint and OneDrive.• Learn and use firm-specific accountidating and reconciling data across integrated systems; working knowledge of SOQL is preferred.• Experience using Azure DevOps Test Plans, Boards, Repos, and Pipelines, or equivalent test-management, source-control, and CI/CD tools.• Strongg and reconciling data across integrated systems; working knowledge of SOQL is preferred.• Experience using Azure DevOps Test Plans, Boards, Repos, and Pipelines, or equivalent test-management, source-control, and CI/CD tools.• Strong knowlding standards.• Collaborate with QA, development, and DevOps team members to integrate automated tests into Azure DevOps Pipelines or an equivalent CI/CD platform.• Analyze automated-test failures and distinguish application defects from tprocesses.• Demonstrated experience developing, maintaining, or materially contributing to automated tests using Browserstack, Playwright, Selenium, Tricentis, or an equivalent automation tool or framework.• Experience selecting appropriatVendors whose code loads on richardsonwealth.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.
33 open roles, 28 opened in 90 days
Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in Canada →
| open · new 30 d | |
|---|---|
| Finance & accounting | 6 · 1 |
| Customer service & success | 2 · 0 |
| General management & consulting | 2 · 0 |
| Legal, compliance & risk | 2 · 1 |
| Administration & office | 1 · 0 |
| Human resources | 1 · 1 |
| Quality, safety & environment | 1 · 1 |
| Social care and community | 1 · 0 |
What is changing, read from the postings
Intents are events the employer states about itself, each with the sentence and the posting it came from.
No change signals read in the current postings.
Sales, marketing and IT leaders by function. Add Richardson Wealth to a monitor and get a webhook when a role opens, a tool appears or a signal is read.
Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.
Companies like Richardson Wealth
Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 553 scored.
From the company's own website
Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.
Richardson Wealth (Downtown Toronto (Berczy Park), Canada, 501-1000 employees) has 33 open roles, 12 new in 30 days, and names 14 tools in its postings. (Breaknorm, 2 November 2026, https://breaknorm.co/company/richardsonwealth.com)
Read from the source, not self-reported
Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →
- ProfileBuilt from richardsonwealth.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
- HiringRead hourly from the company's Dayforce career site; reposts collapse into one record.
- Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
- HeadcountLinkedIn where known, otherwise estimated from the site.
Richardson Wealth: questions
Does Richardson Wealth use dataphile?
Yes, by the company's own words: 8 postings name it, first seen 2026-07-24, in the team.
Is Richardson Wealth hiring?
33 open roles as of 2 November 2026, 12 opened in the last 30 days and 0 closed. The largest team hiring is finance & accounting.
Where does this profile come from?
From richardsonwealth.com itself: we crawled it on 2026-08-16, built the profile on 2026-08-16, and read its career site (Dayforce) hourly since. Headcount is from LinkedIn.
Who should I write to at Richardson Wealth?
The people are behind the login: decision makers by function, verified at the mail server when you open them. 0 public role addresses from the site are there too.
Get this company your way
The same data as a search, over MCP and the API, as bulk files, or pushed to you as it changes.
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