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 recent and existing accounts

Requirements:
At least 3 years of experience in financial services
CIRO licensure as an Investment Representative
Excellent communication and organizational skills
Robust 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 (Canada)
🏢 Richardson Wealth
📍 Canada