Support investment advisors in Calgary through financial analysis, transaction execution, and high-level client service at Richardson Wealth. Apply strong organization and communication skills.
As an Associate, you will support Investment Advisor(s) while providing specialized administrative assistance across diverse assignments. The work includes client reporting, financial modeling, account documentation, and responsive communication. You will contribute to Richardson Wealth's advisor-centric wealth management business and its Calgary office.
Key Responsibilities:
- Prepare client reports, recommendations, evaluations, and financial plans
- Manage transaction execution on behalf of Investment Advisor(s)
- Analyze industry, company, and macroeconomic data
- Respond to client phone, mail, and electronic enquiries
- Maintain account documentation and marketing materials
Requirements:
- At least three years of financial services industry experience
- Undergraduate or postgraduate degree in Business, Economics, or related field
- CIRO licensing as an Investment Representative
- Excellent English verbal and written communication skills
- Strong organization, initiative, accuracy, and multitasking abilities
Bring financial analysis, compliance understanding, and proactive client service to Richardson Wealth's Investment Advisor support team in Calgary.
Wealth Management Associate Calgary employer: Richardson Wealth Limited
Richardson Wealth is an exceptional employer that prioritizes innovation and collaboration, making it a prime choice for professionals in the wealth management sector. With a strong focus on employee growth, we offer comprehensive training programs and opportunities to lead transformative projects that directly impact client experiences. Our inclusive work culture fosters creativity and teamwork, ensuring that every team member feels valued and empowered to contribute to our mission of delivering outstanding service to clients.
