Grow Your Career in Wealth Management

An opportunity is available to join a highly respected wealth management business, where you will have the opportunity to work alongside experienced professionals, build solid relationships with high-net-worth clients, and play a meaningful role in the continued success of the business. This is a newly created position and an ideal opportunity for a growth-oriented individual who wants to learn and is motivated to build a career in wealth management.

Position Overview

We are seeking a motivated Associate to join our high-performing wealth management team in the Calgary office. This role is well suited to a proactive professional with strong analytical, communication, and relationship management skills, who is interested in growing within a client-focused advisory environment.

Role & Responsibilities:

Investment Advisor Support:

- Prepare, analyze, and present customized client materials, including Investment Policy Statements,



portfolio evaluations, financial plans, client reviews, commentaries, and investment proposals.
- Assist with portfolio management activities, including trading equity, fixed income, money market securities, and other investment products as appropriate.
- Contribute to business development and client engagement initiatives, including marketing materials, newsletters, website updates, and client events.

Client Service:

- Deliver an exceptional client experience through timely, professional, and accurate communication.
- Build strong client relationships through proactive service calls and anticipating client needs.
- Attend client, prospect, and annual review meetings, including preparation, notes, and follow-up.
- Maintain accurate client records and ensure

📌 Associate (Calgary)
🏢 Richardson Wealth
📍 Calgary