Position Overview:We are looking for a meticulous, organized, and self-reliant individual with solid experience in the financial services industry and an excellent understanding of the needs of wealth management clients. The ideal candidate has exceptional client service skills, analytical ability, attention to detail, and the ability to manage multiple priorities effectively in a demanding professional environment.This is an existing vacancy.Duties and ResponsibilitiesInvestment Advisor SupportSupport investment advisors in preparing, analyzing, and presenting documents and reports for clients, including investment policy statements, portfolio assessments, financial programs, retirement projections, portfolio reviews, and investment proposals.Collect, analyze, and summarize client financial and personal information to meet client needs and help develop strategies tailored to their goals.Prepare financial planning analyses and reports and help formulate recommendations based on each client's situation, goals, and profile.Execute and track transactions on behalf of investment advisors, in accordance with procedures and regulatory requirements.Administrative and Compliance SupportAssume responsibility for all administrative tasks, including opening accounts, updating client information, applying financial and non-financial changes, and processing various money movement requests.Follow up as needed with clients, investment advisors, and various internal and external stakeholders while managing files carefully and maintaining a highly efficient workflow.Help plan and organize annual, monthly,



and everyday team actions.Client ServiceProvide qualified, personalized, and high-quality client service by responding effectively to inquiries by phone, email, and other communication channels.Respond to client requests, demonstrating a solid understanding of traditional brokerage services and related administrative processes.Prepare client portfolio valuation, return, and performance reports.Collaborate with clients' accountants and other professionals by fulfilling requests for information and providing required documentation.QualificationsAt least 5 years of experience in the financial services industry, ideally in wealth management or brokerageRegistered Representative with the Canadian Investment Regulatory Organization (CIRO)Certified Financial Planner (Pl. Fin.) with the Institut québécois de planification financière (IQPF/IPF)Excellent spoken and written FrenchProficiency in Microsoft Office suite (especially Excel, Word, PowerPoint, and Outlook) and SalesforceQuick grasp of new technologies, platforms, and appsExcellent management and client relations skillsStrong organizational skills and attention to detailAbility to set priorities, meet tight deadlines, and manage multiple projects simultaneouslySelf-reliance, high standards, and proactivityExcellent communication skills and the ability to collaborate effectively with multiple partiesTraining and Professional DesignationsRegistered Representative with the Canadian Investment Regulatory Organization (CIRO)Certified Financial Planner (Pl. Fin.) with the Institut québécois de planification financière (IQPF/IPF)

📌 Associate-Wealth Management (Montreal)
🏢 Richardson Wealth
📍 Montreal