Become an Associate Investment Advisor at Richardson Wealth in Toronto. Oversee investments and enhance client relationships while managing operations within the advisory team.
This essential role focuses on maintaining and managing a portfolio of client investments. Collaborate closely with advisors to develop investment strategies and refine operational processes. Your experience and solid communication skills will greatly benefit client management and advisory operations.
Key Responsibilities:
• Oversee investment management for assigned clients
• Partner with advisors on wealth planning and insurance
• Assist in developing effective processes for reporting
• Maximize system efficiencies in daily operations
• Analyze and report data to support client decisions
Requirements:
• Minimum 5 years of advisory industry experience
• Proficient with MS Office Suite, especially Excel
• Experience with Dataphile/Broadridge Systems
• Familiar with Envestnet/Croesus reporting tools
• Completed CSC, CPH, CIRO IA registration
Cultivate client relationships and optimize operations as part of Richardson Wealth's advisory team in Toronto.
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📌 Toronto Associate Investment Advisor Role
🏢 Richardson Wealth
📍 Toronto