Take your career forward with Richardson as a Financial Associate in downtown Toronto. Engage with high-net-worth clients while offering specialized support to the Investment Advisors.
With a focus on client service and financial strategy, this role is perfect for someone with 3-5 years in the financial services sector. You'll work in a hybrid environment, ensuring comprehensive support and communication, vital to fostering strong client relationships. This position is integral to the success of our advisory team.
Key Responsibilities:
- Assist with the creation of investment proposals and reviews
- Provide trading assistance for financial advisors
- Prepare all necessary account-related documentation
- Collaborate with tax accountants during tax seasons
- Deliver excellent client service responding to inquiries
Requirements:
- 3-5 years in financial services field
- Proficient communication skills in English
- Detail-oriented with strong organizational abilities
- Initiative to work independently and effectively
- CIRO designation as an Investment Representative
Contribute your skills to provide top-tier service and support to Richardson's clients.
Toronto Financial Associate Role 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.
