Investment Associate Role in Calgary
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Richardson Wealth
📍 calgary, ab, Canada
Job Description
Advance your career at Richardson Wealth in Calgary as an Investment Associate, focusing on supporting Advisors and enhancing client service experiences. Engage in valuable administrative tasks and collaborate with top professionals.
In this Associate role at Richardson Wealth, you will leverage your financial services expertise and at least three years of experience. Your responsibilities will include preparing investment evaluations, managing advisor transactions, and ensuring compliance with industry regulations. Strong initiative and a detail-oriented mindset will set you apart in this client-centric position.
Key Responsibilities:
• Develop and maintain client investment reports and strategies
• Execute necessary transactions on behalf of Advisors
• Address client inquiries and provide premium support
• Participate in client meetings and presentations
• Adhere to compliance standards in documentation
Requirements:
• At least three years in a related fiel...
In this Associate role at Richardson Wealth, you will leverage your financial services expertise and at least three years of experience. Your responsibilities will include preparing investment evaluations, managing advisor transactions, and ensuring compliance with industry regulations. Strong initiative and a detail-oriented mindset will set you apart in this client-centric position.
Key Responsibilities:
• Develop and maintain client investment reports and strategies
• Execute necessary transactions on behalf of Advisors
• Address client inquiries and provide premium support
• Participate in client meetings and presentations
• Adhere to compliance standards in documentation
Requirements:
• At least three years in a related fiel...