Richardson Wealth is seeking an Associate to join the Victoria team, supporting three Investment Advisors with high-level client service and specialized administrative tasks. You will handle client inquiries, prepare portfolio analyses, and help with documentation and compliance across the advisory practice.
The role focuses on maintaining robust client relationships, coordinating with internal teams, and ensuring accurate, timely service while working closely with the Associate Team
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📌 Wealth Advisory Support Specialist (British Columbia)
🏢 Richardson Wealth
📍 British Columbia
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