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 workplace, 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 reviews
- Provide trading assistance for financial advisors
- Prepare all necessary account-related documentation
- Collaborate with tax accountants during tax seasons
- Deliver excellent client service responding to inquiries
Requirements:
- 3-5 years in financial services field
- Proficient communication skills in English
- Detail-oriented with strong organizational abilities
- Initiative to work independently and effectively
- CIRO designation as an Investment Representative
Contribute your skills to provide top-tier service and support to Richardson's clients.
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