Richardson Wealth Jobs

Associate

Richardson Wealth

Associate

Posted Yesterday

Be an Early Applicant

In-Office

Calgary, AB, CAN

Mid level

In-Office

Calgary, AB, CAN

Mid level

Supports investment advisors by preparing client reports, financial plans, portfolio evaluations, retirement projections, investment proposals, and financial models. Executes client transactions, analyzes industry and company data, delivers high-quality client service, attends meetings, manages account documentation, and adheres to financial-services compliance requirements.

The summary above was generated by AI

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.

Similar Jobs

Tapestry - Coach and Kate Spade

Temporary Associate

2 Days Ago

Hybrid

Entry level

eCommerce • Fashion • Retail • Sales • Wearables • Design

Provides personalized styling advice, product recommendations, and customer service in a Kate Spade retail environment. Responsibilities include driving sales through customer engagement and brand storytelling, completing POS transactions, maintaining stockroom organization, supporting omni-channel selling, and contributing to a collaborative team. Requires retail experience, strong communication and selling skills, flexibility for nights and weekends, and the ability to lift up to 50 pounds occasionally.

Top Skills: Omni-Channel Selling ToolsPos SystemsSocial Media

Block

Business Development Representative

6 Days Ago

In-Office or Remote

Junior

Blockchain • eCommerce • Fintech • Payments • Software • Financial Services • Cryptocurrency

Generates outbound leads among small and medium-sized businesses through cold calls, personalized email, and prospecting. Builds and maintains a high-volume sales pipeline, meets KPIs, engages prospective and existing accounts, conducts needs analysis, and records activity in Salesforce for handoff to Account Executives.

Top Skills: Google SuiteSalesforceSalesloft

Tapestry - Coach and Kate Spade

Temporary Sales Associate-4

8 Days Ago

Hybrid

Rocky View County, AB, CAN

Entry level

eCommerce • Fashion • Retail • Sales • Wearables • Design

Provides personalized styling and product advice, builds customer relationships, drives sales, facilitates checkout, and maintains stockroom and operational standards. The role requires product knowledge, retail selling ability, teamwork, flexible scheduling, social media awareness, and willingness to learn omnichannel selling. Associates must handle physical demands including lifting up to 50 pounds occasionally and maneuvering throughout the sales floor and stockroom.

Top Skills: Omnichannel SellingPoint-Of-Sale (Pos) SystemsSocial Media

What you need to know about the Calgary Tech Scene

Employees can spend up to one-third of their life at work, so choosing the right company is crucial, not just for the job itself but for the company culture as well. While startups often offer dynamic culture and growth opportunities, large corporations provide benefits like career development and networking, especially appealing to recent graduates. Fortunately, Calgary stands out as a hub for both, recognized as one of Startup Genome's Top 100 Emerging Ecosystems, while also playing host to a number of multinational enterprises. In Calgary, job seekers can find a wide range of opportunities.