Join Richardson Wealth in Calgary as a Client-Focused Associate, delivering outstanding support to investment advisors and premium service to clients. Perfect for detail-oriented professionals!

As part of an entrepreneurial team, you will assist investment advisors by preparing reports, managing transactions, and attending client meetings. Your robust compliance knowledge and communication skills will be key in nurturing client relationships and ensuring a high level of service.

Key Responsibilities:
• Analyze and present client investment proposals
• Execute transactions efficiently for advisors
• Anticipate client needs and deliver proactive communications
• Attend prospect and review meetings
• Maintain compliance with all regulatory requirements

Requirements:
• 3+ years in the financial services industry
• CIRO registered as an Investment Representative
• Strong attention to detail
• Proficient in multi-tasking and time management
• Ability to learn new technologies quickly

Support Richardson Wealth’s mission to provide top-tier client services in Calgary.
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📌 Client-Focused Associate in Calgary (Alberta)
🏢 Richardson Wealth
📍 Alberta