Wealth Advisory Support Specialist
Richardson Wealth is seeking an Associate to join the Victoria team, supporting three Investment Advisors with high-level client service and specialized administrative tasks. You will handle client inquiries, prepare portfolio analyses, and help with documentation and compliance across the advisory practice.
The role focuses on maintaining strong client relationships, coordinating with internal teams, and ensuring accurate, timely service while working closely with the Associate Team
Our team is growing, and we are hiring a Wealth Advisory Support Specialist in Victoria, Capital Regional District, Canada.
For the Wealth Advisory Support Specialist position at Richardson Wealth Limited, we are reviewing applications now.
Step into the Wealth Advisory Support Specialist role at Richardson Wealth Limited in Victoria, Capital Regional District, Canada and grow with us.
Please review the full job details above before applying.
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