Associate - Calgary - Richardson Wealth

    Richardson Wealth
    Richardson Wealth Calgary

    2 weeks ago

    Description

    Join to apply for the Associate role at Richardson Wealth

    3 days ago Be among the first 25 applicants

    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.

    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 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
    • Assist in annual business planning, execution, and progress tracking.
    • Help create and adjust investment portfolios to meet market demands.
    • Prepare financial plans for common goals like retirement.
    • Monitor performance against plans to identify gaps and best practices.

    Client Service

    • Partner with lead advisors to build relationships with COIs and business partners; collaborate internally to identify growth opportunities.
    • Deliver exceptional client service through portfolio reviews, trade execution, and needs assessment.
    • Respond promptly to client inquiries, resolve issues, and process transactions accurately.
    • Prepare portfolio reviews, reports, and proposals; assist with meeting preparation and investment research.
    • Escalate complex issues for swift resolution and ensure thorough follow-up on all transactions.
    • Maintain compliant client records and documentation per regulatory standards.
    • Support advisors by scheduling appointments and managing client records.
    • Build strong relationships with corporate partners and COIs.
    • Maintain high levels of client engagement.

    Strategic Marketing & Brand Development

    • Coordinate marketing materials, events, webinars, and social media campaigns to drive growth.
    • Research industry trends, products, and regulations to support advisor decisions and strengthen market positioning.
    • Develop creative solutions to enhance marketing and business development.
    • Create compelling content aligned with team values, goals, and target audience.
    • Manage and enhance the team's brand presence across platforms.

    Qualifications

    • Minimum 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
    • High accountability, adaptability, and innovation.
    • Commitment to ethical conduct and integrity
    • Strong interpersonal and influencing skills across multiple communication mediums.

    Education

    • An undergraduate and/or postgraduate degree in Business/Economics or related field but not mandatory
    • Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook required
    • 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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