Become an essential part of Richardson Wealth in Calgary as an Associate. This role focuses on client service and support for investment advisors, offering a chance for growth.

You will play a critical role in providing specialized administrative support, ensuring high-level client satisfaction while assisting advisors to boost business growth. Your expertise will enable you to prepare comprehensive reports and adhere to compliance standards.

Key Responsibilities: • Prepare financial plans and investment evaluations • Facilitate transactions for investment advisors • Provide high-quality client service through effective communication • Attend client meetings to strengthen relationships • Follow compliance procedures for current and existing accounts

Requirements: • At least 3 years of experience in financial services • CIRO licensure as an Investment Representative • Excellent communication and organizational skills • Strong detail orientation and independence • Capability to handle multiple tasks efficiently

Bring your financial expertise to Richardson Wealth and help clients achieve their goals. #J-18808-Ljbffr

📌 Calgary Associate Role at Richardson Wealth (Winnipeg)
🏢 Richardson Wealth
📍 Winnipeg