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 robust communication skills will greatly advantage 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 decisionsRequirements:
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 registrationCultivate client relationships and optimize operations as part of Richardson Wealth's advisory team in Toronto.#J-18808-Ljbffr

📌 Toronto Associate Investment Advisor Role
🏢 Richardson Wealth
📍 Toronto