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 reviewsProvide trading assistance for financial advisorsPrepare all necessary account-related documentationCollaborate with tax accountants during tax seasonsDeliver excellent client service responding to inquiriesRequirements:3-5 years in financial services fieldProficient communication skills in EnglishDetail-oriented with robust organizational abilitiesInitiative to work independently and effectivelyCIRO designation as an Investment RepresentativeContribute your skills to provide top-tier service and support to Richardson's clients.

📌 Toronto Financial Associate Role
🏢 Richardson Wealth
📍 Toronto