About the Role
Job Description
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 Montreal 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 plan...
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