Job Description
Enhance your career with Richardson Wealth as an Investment Associate in Calgary. Provide critical support to Investment Advisors while delivering exceptional client service and administrative assistance.
This role is pivotal for candidate development and customer satisfaction. You will support advisors by preparing client reports, managing transactions, and analyzing financial data. Ideal candidates will possess a keen understanding of compliance and exceptional organizational skills to thrive in this high-performing environment.
Key Responsibilities:
• Prepare investment reports and proposals for clients
• Manage the execution of transactions for advisors
• Analyze and maintain financial models and data
• Respond to client inquiries with high-level service
• Attend client meetings and enhance communication
Requirements:
• Minimum 3 years in the financial services industry
• Excellent communication skills in English
• Strong organizational and time man...
This role is pivotal for candidate development and customer satisfaction. You will support advisors by preparing client reports, managing transactions, and analyzing financial data. Ideal candidates will possess a keen understanding of compliance and exceptional organizational skills to thrive in this high-performing environment.
Key Responsibilities:
• Prepare investment reports and proposals for clients
• Manage the execution of transactions for advisors
• Analyze and maintain financial models and data
• Respond to client inquiries with high-level service
• Attend client meetings and enhance communication
Requirements:
• Minimum 3 years in the financial services industry
• Excellent communication skills in English
• Strong organizational and time man...