Associate - Edmonton, Canada - Richardson Wealth Ltd

Richardson Wealth Ltd

Verified Company

Edmonton, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

About Us:

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.

Where we're going:

We want to be the brand of choice for Canada's top advisors and their high-net-worth clients. We also have an ambitious growth strategy to triple our Assets under Administration (AUA) to $100 billion by 2025.

To reach our goals, we are making strategic investments in technology, real estate and, most importantly, our people.

Position Overview
We are seeking an individual to join our team in the Edmonton 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.

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 multitask
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
Successful completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook
Licensed with Investment Industry Regulatory Organization of Canada (IIROC) as an Investment Representative

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, understanding and energy.

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, customer-focused, and customer-centric?

If so, we're ready to invest in you.

We proudly support the Black Opportunity Fund, Pride at Work Canada, and Women's Executive Network.