Investment Associate: Client Service & Analytics (Calgary)Richardson Wealth • Calgary, AB, CA

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Investment Associate: Client Service & Analytics (Calgary)

Richardson Wealth • Calgary, AB, CA

30+ days ago

Job type

Full-time

Job description

A leading Canadian wealth management firm is seeking an Associate to support Investment Advisors in Calgary. This role involves preparing reports, managing transactions, and providing high-level client service. Candidates must have 3+ years in financial services, strong communication skills, and relevant educational qualifications. The firm promotes a thriving environment focused on employee development. Full-time position.

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Investment Associate Client Service Analytics Calgary • Calgary, AB, CA

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