Wealth Management Associate: Client Strategy & Support Montreal

Wealth Management Associate: Client Strategy & Support Montreal

19 Oct
|
Richardson Wealth
|
Montreal

19 Oct

Richardson Wealth

Montreal

Richardson Wealth Ltd in Montreal is seeking an Investment Advisor Support skilled who can provide meticulous, client-focused assistance to wealth managers. The role emphasizes analytical reporting, data accuracy, and coordinating with internal teams and clients to deliver tailored financial insights.

You will prepare statements, summaries, and proposals, manage account changes, and contribute to a highly productive workflow while maintaining strict regulatory compliance.
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📌 Wealth Management Associate: Client Strategy & Support Montreal
🏢 Richardson Wealth
📍 Montreal

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