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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
The Senior Case Coordinator is responsible for managing the insurance case lifecycle, from application intake through underwriting, policy delivery, and ongoing client servicing. They work closely with Estate & Insurance Advisors (EIAs), to ensure efficient, accurate, and timely case management. The successful candidate will play a key role in delivering a high standard of client service while supporting complex insurance cases and maintaining strong relationships across internal and external partners. In addition, they help w...