Support investment advisors in Calgary through financial analysis, transaction execution, and high-level client service at Richardson Wealth. Apply solid organization and communication skills.As an Associate, you will support Investment Advisor(s) while providing specialized administrative assistance across diverse assignments. The work includes client reporting, financial modeling, account documentation, and responsive communication. You will contribute to Richardson Wealth's advisor-centric wealth management business and its Calgary office.Key Responsibilities:Prepare client reports, recommendations, evaluations, and financial plansManage transaction execution on behalf of Investment Advisor(s)Analyze industry, company, and macroeconomic dataRespond to client phone, mail,



and electronic enquiriesMaintain account documentation and marketing materialsRequirements:At least three years of financial services industry experienceUndergraduate or postgraduate degree in Business, Economics, or related fieldCIRO licensing as an Investment RepresentativeExcellent English verbal and written communication skillsStrong organization, initiative, accuracy, and multitasking abilitiesBring financial analysis, compliance understanding, and proactive client service to Richardson Wealth's Investment Advisor support team in Calgary.

📌 Wealth Management Associate Calgary
🏢 Richardson Wealth
📍 Calgary