Reporting and IA Compensation Analyst
- Toronto, Ontario, Canada
- Toronto, Ontario, Canada
À propos
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 Business Reporting and Investment Advisor Compensation Analyst role supports the day-to-day analysis, reporting and administration of the Business Strategy and Analysis team. The successful incumbent will play a key role in delivering metrics, insight and ensure accuracy and integrity in processes and Advisor compensation administration.
This is an existing vacancy.
Duties and 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.
Qualifications
• Experience in the Wealth Management industry strongly preferred.
• 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
Education
• University Degree preferred
The expected annualized base salary range for this role is $44,000-$60,500
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.
Compétences linguistiques
- English
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