Elevate your career with Richardson Wealth as a Wealth Management Associate, supporting investment advisors and delivering personalized client service within a agile and structured setting. We are searching for a meticulous individual with at least five years experience in financial services, particularly in wealth management. This role demands exceptional client service skills, analytical capabilities, and the capacity to manage multiple priorities efficiently. You'll play a crucial part in enhancing our advisor-centric approach while ensuring compliance and administrative excellence. Key Responsibilities:
Assist investment advisors with client report preparation
Analyze client financial data to design tailored strategies
Manage account openings and client information updates




Provide prompt and skilled responses to client inquiries
Collaborate with clients’ financial professionals for documentation

Requirements:
5+ years in financial services or wealth management
Registered Representative with CIRO certification
Certified Financial Planner (Pl. Fin.) designation
Proficiency in Microsoft Office and Salesforce tools
Excellent French language communication skills

Utilize your financial expertise and client relations skills to make a significant impact at Richardson Wealth. #J-18808-Ljbffr

📌 Wealth Management Associate At Richardson Wealth Montreal
🏢 Richardson Wealth
📍 Montreal