Calgary Associate for Investment Firms

Join Richardson Wealth as an Associate in Calgary, where you'll support Investment Advisors and deliver exemplary client service. This role blends administrative work with vital advisory tasks in a growth-focused environment.
Richardson Wealth seeks a dedicated Associate to contribute to their Calgary office growth. The successful candidate should have at least three years of experience in the financial sector, excelling in preparing investment policy statements and managing client communications. Your ability to handle multiple tasks while maintaining attention to detail is crucial in this fast-paced environment.
Key Responsibilities:
• Analyze and present investment data and models
• Assist in executing transactions for Investment Advisors
• Provide high-level client service and support inquiries
• Attend client meetings and provide proactive communication
• Familiarize with compliance and documentation guidelines
Requirements:
• Three years of financial se...