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 environment, 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 solid 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.

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