Investment Associate

Elevate your career at Richardson Wealth as an Investment Associate in Calgary. This role supports Investment Advisors while delivering exceptional client service and engaging in diverse administrative tasks.

Joining Richardson Wealth offers an exciting opportunity in a leading wealth management organization. As an Investment Associate, you will directly contribute to business growth by assisting Investment Advisors, ensuring high-level client satisfaction, and managing specialized administrative responsibilities. Your expertise will enhance client communication and support various investment functions.

Key Responsibilities:

• Prepare and present comprehensive financial reports

• Manage transactions on behalf of Investment Advisors

• Analyze industry and macro data for insights

• Respond to client inquiries with a service-minded approach

• Ensure adherence to compliance and documentation requirements

Requirements:

• Minimum 3 years’ experience in financial services

• Strong verbal and written communication skills

• Effective organizational and time management skills

• Ability to adhere to compliance regulations

• Must have CIRO Investment Representative license

Make a significant impact in investment support and client services at Richardson Wealth.
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