Publié il y a 18 jours
Associate
@ Richardson Wealth Ltd
Calgary, Alberta
En bref
Richardson Wealth Ltd is hiring an Associate for its Calgary office to support Investment Advisors with client reports, transaction execution and financial modelling. The role also provides high-level client service and administrative compliance support. The posting requires at least 3 years in financial services and a CIRO Investment Representative licence.
Responsabilités :
- Prepare client reports, policy statements and investment proposals
- Manage transaction execution on behalf of the Advisor
- Analyze industry and company data and maintain financial models
- Provide proactive client service and attend client meetings
- Ensure compliance with account documentation and marketing rules
Résumé des exigences :
- At least 3 years in financial services
- CIRO Investment Representative licence
- Undergraduate or postgraduate degree in business or economics
- Excellent English communication skills
- Strong organizational and time management skills
- Strict attention to detail
Outils et compétences
Source et dates
Site carrière / système de candidatures · dayforce-feed
- Date publiée par l’employeur
- 2026-10-19
- Première détection par notre source
- 2026-10-20
- Mise à jour du dossier source
- 2026-10-20
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Intermédiaire |
| Domaine | Opérations |
| Expérience | 3 an(s) et plus |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English |
| Permis et certifications | CIRO Investment Representative (IR) |
| Formation | Baccalauréat (exigé) |
| Domaines d’études | Business, Economics |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Richardson Wealth Ltd
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
The next generation of wealth.™
Description complète de l’entreprise
Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term. We empower our advisory teams across the country to help you build your future. Working with a Richardson Wealth advisor isn’t just about getting financial and investing guidance. It’s about building relationships. We are proudly Canadian and committed to providing you with the highest standards of client care as we work together to grow, protect, and enhance your financial wellbeing. Patrimoine Richardson est l'une des principales sociétés indépendantes de gestion de patrimoine au Canada. Nous offrons la touche personnelle d'une société boutique tout en simplifiant la complexité de votre patrimoine et en produisant des résultats dans chaque partie de votre vie, maintenant et à long terme. Nous habilitons nos équipes de conseillers à travers le pays à vous aider à bâtir votre avenir. Travailler avec un conseiller Patrimoine Richardson ne consiste pas seulement à obtenir des conseils en matière de finances et de placements. Il s'agit aussi d'établir des relations. Nous sommes fiers d'être Canadiens et nous nous engageons à vous offrir les normes les plus élevées en matière de service à la clientèle alors que nous travaillons ensemble pour faire croître, protéger et améliorer votre bien-être financier.
- Abonnés LinkedIn
- 42 103
- Personnes associées sur LinkedIn
- 932
- Bureaux déclarés
- 100 Queens Quay East, Suite 2500, Toronto, Ontario M5E 1Y3, CA
- Catégories d’activité
- Wealth Management
- Finance
- Consulting
- FinTech
- Financial Services
- Autres noms enregistrés
- Richardson Wealth Ltd
- Richardson Wealth
- Spécialités
- Wealth management
- Wealth strategies
- Tax strategies
- Business succession
- Financial planning
- Estate planning
- Family Office
- Investment management
- Portfolio management
- Alternative investing
- Insurance
- Wealth transfer
- Legacy planning
- and Philanthropy planning
- Le profil indique une agence de recrutement
- Non
- Investissement total déclaré
- 0
La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.
Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term. We empower our advisory teams across the country to help you build your future. Working with a Richardson Wealth advisor isn’t just about getting financial…
| Champ | Valeur |
|---|---|
| Secteur | Financial Services |
| Taille | 501-1,000 employees |
| Siège social | Toronto, Ontario |
| Type d’organisation | Privately Held |
| Spécialités | Wealth managementWealth strategiesTax strategiesBusiness successionFinancial planningEstate planningFamily OfficeInvestment managementPortfolio managementAlternative investing |
| Offres sur Jobsy | 37 |
| Voir la page |
Who We Are:
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 to the Investment Advisor(s), ensuring high-level client service, and providing dedicated specialized administrative support on diverse assignments.
Duties and Responsibilities
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
• Analyze industry and company data, macro data, develop and maintain financial models
Client Service:
• Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full service brokerage
• Attend client meetings as required, including prospect and annual review meetings
• Provide gold standard client service anticipating client needs and delivering proactive and quality communications to ensure clients are apprised of details related to their accounts
Administration:
• Familiarize and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials to maintain a culture and operation of risk management
Qualifications
• At least 3 years’ experience in the financial services industry
• Excellent verbal and written communication skills in English
• Strong organizational skills
• Ability to take initiative and work independently
• Understanding of industry compliance regulations
• Strict attention to detail
• The ability to multi-task
• Excellent organizational and time management skills
• Ability to quickly learn new technologies and programs
Education
• An undergraduate and/or postgraduate degree in Business/Economics or related field
• Must be licensed with Canadian Investment Regulatory Organization (CIRO) as an Investment Representative (IR)
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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