Elevate your career with Richardson Wealth as an Investment Support Associate in Calgary. Deliver exceptional client service while providing specialized administrative assistance and supporting investment advisors.

This role seeks an experienced candidate who can contribute to business growth by supporting investment advisors with high-quality client interactions. You'll prepare investment reports, manage transactions, and analyze vital industry data while maintaining compliance with industry standards.

Key Responsibilities:
• Prepare investment reports and client presentations
• Manage transactions on behalf of investment advisors
• Analyze macro data and develop financial models
• Attend client meetings to enhance service levels
• Ensure compliance with regulatory requirements

Requirements:
• Minimum 3 years’ experience in financial services
• Licensed as an Investment Representative with CIRO
• Strong verbal and written communication skills
• Excellent organizational and multi-tasking abilities
• Robust understanding of compliance regulations

Bring your expertise to Richardson Wealth to support clients and advisors with dedication.
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📌 Investment Support Associate at Richardson Wealth (Alberta)
🏢 Richardson Wealth
📍 Alberta