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. Robust 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.

📌 Investment Advisor Support Associate (Victoria)
🏢 Richardson Wealth
📍 Victoria