- Location
- 525 8 Ave SW, Calgary, AB T2P 1G1, Canada
- Workplace
- Onsite
- Type
- full-time
- Seniority
- Mid
- Experience
- 3+ years
- Education
- Bachelor
- Industry
- Finance
- Category
- Finance
- Role type
- Individual Contributor
- Environment
- Office
- Source
- Dayforce
Overview
Supports Investment Advisors by preparing reports and recommendations for clients including investment policy statements, portfolio evaluations, and financial plans. The role involves managing transaction execution, analyzing industry data, developing financial models, and providing high-level client service through phone, mail, and electronic communications. Responsibilities include attending client meetings, maintaining compliance with regulatory requirements, and ensuring risk management practices. Requires at least 3 years of financial services experience, CIRO Investment Representative license, and strong organizational skills with attention to detail.
Licenses & Certifications
Languages
About Richardson Wealth
Richardson Wealth is a leading Canadian wealth management organization that offers the personal touch of a boutique firm while delivering big results, with offices across the country and a focus on advisor-centric culture.
