Richardson Wealth is a leading Canadian wealth management organization that combines the personal touch of a boutique firm with the results of a larger institution. They are seeking a Corporate Development Coordinator to support the strategic growth of the organization, manage due diligence processes, and facilitate communication between executives and internal stakeholders.

Responsibilities

• Assist the execution ability of the team by identifying and resolving issues: You will be responsible for identifying potential issues and challenges throughout the due diligence and deal management process. By proactively addressing these issues, you will help maintain the smooth progress of deals and ensure their successful execution. This may involve conducting research, analyzing data, and collaborating with team members to develop solutions
• Support Due Diligence Day events by developing materials and coordinating partners: You will play a crucial role in the preparation and organization of Due Diligence Day events. This includes developing materials such as presentations, reports, and documentation, as well as coordinating with internal and external partners to ensure a seamless and efficient process
• Identify, analyze, assess, track, and support the execution of strategic initiatives and transactions (i.e., growth initiatives, strategic partnerships, acquisitions): You will be responsible for actively monitoring and analyzing strategic initiatives and transactions that align with the organization's goals. This includes conducting thorough assessments, tracking progress, and providing support throughout the execution process. Your role will contribute to the successful implementation of growth initiatives, strategic partnerships, and acquisitions
• Act as the primary point of contact between executive(s) and internal stakeholders: You will serve as a liaison between executives and various internal stakeholders, ensuring effective communication and coordination. This will involve relaying messages, scheduling meetings, and facilitating information flow to support efficient decision-making processes
• Manage executive calendaring and scheduling: You will be responsible for managing executive calendars, scheduling meetings, and coordinating appointments to optimize time management and ensure executives' availability for key activities
• Process expense reports: You will handle the processing of expense reports, ensuring accurate documentation and adherence to company policies and procedures. This includes reviewing and reconciling expense claims, obtaining necessary approvals, and maintaining proper records
• Prepare and format reports for management and various committees: You will be responsible for compiling, formatting, and preparing reports for management and various committees. This will involve gathering relevant data, analyzing information, and presenting findings in a clear and concise manner
• Maintain records, diarize, and ensure events occur in a timely manner: You will be responsible for maintaining organized records, tracking deadlines, and ensuring that events and deliverables occur according to schedule. This includes maintaining accurate documentation, managing timelines, and proactively following up on outstanding tasks
• Complete other projects as assigned: You will be expected to undertake additional projects and tasks as assigned by the team or management. This may involve conducting research, participating in special initiatives, or assisting with ad-hoc assignments
• Responsibilty for management of our Salesforce platform: updating records, primary research, report management, platform improvements and suggestions
• Onboarding team contributions: periodic support during Advisor onboarding, including potential travel within Canada

Skills

• Exceptional communication, organization and time management skills
• Interest in Wealth Management, Corporate Development, Private Equity, Investment Banking, or a related field
• Excellent relationship building skills with strategic thinking/analytical capabilities
• High degree of proficiency in usage of Word, Outlook, Excel and PowerPoint
• Undergraduate Degree in related field (Finance, Economics etc.)
• CSC (Canadian Securities Course) would be an asset

Benefits

• Performance-based incentive plan
• Comprehensive health & dental benefits
• Group RRSP matching plan
• Paid time off

Company Overview