Wealth Management Associate: Client-Focused Advisor Support (Montreal)

Wealth Management Associate: Client-Focused Advisor Support (Montreal)

15 Sep
|
Richardson Wealth
|
Montreal

15 Sep

Richardson Wealth

Montreal

Richardson Wealth Ltd. is seeking an experienced Investment Advisor Support professional in Montreal to assist investment advisors with client documents, analyses, and reports.

You will collect and summarize client information to tailor strategies and prepare financial planning analyses and proposals. You will also handle administrative tasks, process transactions, and coordinate with clients and professionals to ensure effective service delivery.

📌 Wealth Management Associate: Client-Focused Advisor Support (Montreal)
🏢 Richardson Wealth
📍 Montreal

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