Position Overview

We are seeking an individual to join our team in the Pointe-Claire office. As an Assistant the incumbent will contribute to growing the business by providing support to the Investment Advisor(s), ensuring high-level client service, and effective functioning of the team through administration-related tasks. This role is required to engage, orally and in writing in interactions with clients, partners, employees, branches and executives located outside Quebec. These interactions may be complex and regular, most often on a daily basis, therefore due to the extent of the interactions in English, this role requires oral and written proficiency in English and French when based in Quebec. This is an existing vacancy.

Duties and Responsibilities

Investment Advisor Support

- Responsible for the skilled servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners
- Assist the Investment Advisor(s) in preparing

📌 Assistant (Pointe-Claire)
🏢 Richardson Wealth
📍 Pointe-Claire