Grow Your Career in Wealth Management An opportunity is available to join a highly respected wealth management business, where you will have the opportunity to work alongside experienced professionals, build strong relationships with high-net-worth clients, and play a meaningful role in the continued success of the business. This is a newly created position and an ideal opportunity for a growth-oriented individual who wants to learn and is motivated to build a career in wealth management. Position Overview We are seeking a motivated Associate to join our high-performing wealth management team in the Calgary office. This role is well suited to a proactive qualified with strong analytical, communication, and relationship management skills, who is interested in growing within a client-focused advisory environment. Role & Responsibilities: Investment Advisor Support: Prepare, analyze, and present customized client materials, including Investment Policy Statements,



portfolio evaluations, financial plans, client reviews, commentaries, and investment proposals. Assist with portfolio management activities, including trading equity, fixed income, money market securities, and other investment products as appropriate. Contribute to business development and client engagement initiatives, including marketing materials, newsletters, website updates, and client events. Client Service: Deliver an exceptional client experience through timely, professional, and accurate communication. Build strong client relationships through proactive service calls and anticipating client needs. Attend client, prospect, and annual review meetings, including preparation, notes, and follow-up. Maintain accurate client records and ensure

📌 Associate (Calgary)
🏢 Richardson Wealth
📍 Calgary