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Associate • calgary ab
Associate
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National Bank of CanadaCalgary, AB, CA- Warman, SK (from $ 37,674 to $ 352,368 year)
- Stonewall, MB (from $ 41,500 to $ 220,000 year)
- Hudson, QC (from $ 34,164 to $ 192,777 year)
- Taber, AB (from $ 31,444 to $ 162,768 year)
- Hearst, ON (from $ 91,925 to $ 153,684 year)
- Owen Sound, ON (from $ 44,228 to $ 149,801 year)
- Mont-Joli, QC (from $ 41,746 to $ 146,789 year)
- Hawkesbury, ON (from $ 39,779 to $ 141,234 year)
- Kirkland, QC (from $ 40,955 to $ 139,557 year)
- Sault Ste. Marie, ON (from $ 38,847 to $ 131,342 year)
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Associate
Richardson WealthCalgary, AB, CA- Full-time
1 day ago Be among the first 25 applicants
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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.
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
- Analyse industry and company data, macro data, develop and maintain financial models
Client Service
Administration
Qualifications
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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