Support three Investment Advisors from the Victoria office through portfolio monitoring, transaction execution, and high-level client service. Deliver specialized administrative support across diverse assignments.
As an Associate, you will support a full-service wealth advisory practice and work directly with the Associate Team Coordinator. The position focuses on client reports, investment proposals, account communications, and Advisor support. Solid organization, communication, and compliance knowledge are central to the work.
Key Responsibilities: Service incoming client, Advisor, and partner telephone and email contacts
Prepare client reports, financial plans, and investment proposals
Execute transactions on behalf of Investment Advisors




Monitor portfolios and daily trading activity
Review and update Client Profiles
Requirements: Minimum three years’ financial services industry experience
Strong English verbal and written communication skills
Understanding of industry compliance regulations
Proficiency with Microsoft Office and CRM systems
CIRO Investment Representative licensing required
Bring financial services experience, portfolio monitoring, transaction support, and client communication skills to this Victoria Associate position.

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📌 Investment Advisor Support Associate (British Columbia)
🏢 Richardson Wealth
📍 British Columbia