525 8 Ave SW, Calgary, AB T2P 1G1, Canada Req #270March 5, 2025About 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.Where we’re going:We want to be the brand of choice for Canada’s top advisors and their high-net-worth clients. We also have an ambitious growth strategy to triple our Assets under Administration (AUA) to $100 billion by 2027.To reach our goals, we are making strategic investments in technology, real estate and, most importantly, our people.Position OverviewWe are seeking an individual to join our team in the Calgary office. As an Associate Investment Advisor the incumbent will contribute to grow the business by working closely with the Investment Advisor(s) to help manage their portfolios, developing new business, and ensuring high-level client service.Duties and ResponsibilitiesInvestment Advisor Support:Prepare investment policy statements, portfolio evaluations,



financial plans, retirement projections, client commentaries/reviews and investment proposalsManage the execution of New Issue recommendations and transactions on behalf of the AdvisorAssist in research, analysis, asset mix decisions, and investment product selection with an anticipatory mindsetImplement changes to portfolios by trading equity, fixed income and money market securitiesBusiness Development:Identify current business development opportunities to gather additional assets and/or increase revenue through client prospecting, acquisition and COI networkingIdentify opportunities to gather additional assets and/or increase revenue within the existing client base such as referrals, consolidation of assets, insurance, etc.Client Service:Deliver a superior client experience in assisting clients with day to day requests and ongoing proactive service callsAssist with regular client communication such as websites, newsletters, and client eventsAdhere to all firm and regulatory policies by remaining up to date with all the regulatory rules and trading activities as it relates to a client’s

📌 Associate Investment Advisor (Calgary)
🏢 Canadian-owned financial brokerage
📍 Calgary