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
- Strong detail orientation and independence
- Capability to handle multiple tasks efficiently

Bring your financial expertise to Richardson Wealth and help clients achieve their goals.

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