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.
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📌 Calgary Associate Role at Richardson Wealth
🏢 Richardson Wealth
📍 Calgary