Associate

Job Description

About Us :

As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

Position Overview

We are seeking an individual to join our team in the Calgary office. As an Associate the incumbent will contribute to growing the business by supporting the Investment Advisor(s), ensuring high-level client service, and providing dedicated specialized administrative support on diverse assignments.

Duties and Responsibilities

Investment Advisor Support

• Prepare, analyze, and present reports and recommendations for clients including investment policy statements, portfolio evaluations, financial plans, retirement projections, client commentaries / reviews and investment proposals
• Manage the execution of transactions on behalf of the Advisor
• Analyze industry and company data, macro data, develop and maintain financial models
• Assist in annual business planning, execution, and progress tracking.
• Help create and adjust investment portfolios to meet market demands.
• Prepare financial plans for common goals like retirement.
• Monitor performance against plans to identify gaps and best practices.

Client Service

Strategic Marketing & Brand Development

Qualifications

Ability to take initiative and work independently

Education

Why Apply

Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus : to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?

If so, we’re ready to invest in you.

Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.

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