Take your career forward with Richardson as a Financial Associate in downtown Toronto. Engage with high-net-worth clients while offering specialized support to the Investment Advisors.

With a focus on client service and financial strategy, this role is perfect for someone with 3-5 years in the financial services sector. You’ll work in a hybrid workplace, ensuring comprehensive support and communication, vital to fostering strong client relationships. This position is integral to the success of our advisory team.

Key Responsibilities:
• Assist with the creation of investment proposals and reviews
• Provide trading assistance for financial advisors
• Prepare all necessary account-related documentation
• Collaborate with tax accountants during tax seasons
• Deliver excellent client service responding to inquiries

Requirements:
• 3-5 years in financial services field
• Proficient communication skills in English
• Detail-oriented with strong organizational abilities
• Initiative to work independently and effectively
• CIRO designation as an Investment Representative

Contribute your skills to provide top-tier service and support to Richardson's clients.
#J-18808-Ljbffr

📌 Toronto Financial Associate Role (Ontario)
🏢 Richardson Wealth
📍 Ontario