About Us
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results.

With offices across the country, we are home to some of Canada’s best investment advisors.

We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

Position Overview
We are seeking an individual to join our team in the Calgary office. As an Assistant the incumbent will contribute to growing the business by providing support to the Investment Advisor(s), ensuring high-level client service, and effective functioning of the team through administration-related tasks.

This is an existing vacancy.

Duties And Responsibilities
Investment Advisor Support:

Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners

Assist the Investment Advisor(s) in preparing account documentation including client reviews, presentations, correspondence and reports

Client Service

Foster and support client relationships

Respond to requests for information from clients

Investigate and resolve inquiries related to accounts

Request information and documentation from clients in order to open accounts and keep client files up to date

Follow up on client trades to ensure proper settlement and delivery

Administration

Maintain expense records and spreadsheets

Filing and general administrative office duties as required





Adhere to professional practices and standards, as well as internal processes and controls

Qualifications

Superior client relationship management skills

Demonstrate a professional and friendly manner

Excellent verbal and written communication skills in English

Relevant experience in the financial sector and/or administrative experience

Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint and Outlook

Experience with Client Relationship Management (CRM) systems such as Maximizer

Strong organizational skills

Meticulous attention to detail

Ability to prioritize, multitask, work within time constraints and follow-up

Ability to work in a team environment

Ability to quickly learn new technologies and programs

Education

Post-secondary education

Why Apply
Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?

If so, we’re ready to invest in you.

Richardson Wealth is an equal chance employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.

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📌 Assistant (Alberta)
🏢 Richardson Wealth
📍 Alberta