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About the Role
Elevate your career at Richardson Wealth as an Investment Associate in Calgary, focusing on client service and advisor support to foster business growth.
As an integral part of the team, you'll support financial advisors in preparing detailed reports, managing transactions, and ensuring compliance with regulations. This role also demands strong organizational skills to manage various tasks while providing exceptional client service and anticipating client needs.
Key Responsibilities:
• Analyze and prepare financial plans and investment proposals
• Oversee transaction executions for financial advisors
• Conduct macroeconomic data analysis and reporting
• Provide exemplary client service through all channels
• Ensure compliance with new and existing account requirements
Requirements:
• Minimum 3 years’ experience in financial services
• Exceptional written and verbal communication skills
• Strong organ...
As an integral part of the team, you'll support financial advisors in preparing detailed reports, managing transactions, and ensuring compliance with regulations. This role also demands strong organizational skills to manage various tasks while providing exceptional client service and anticipating client needs.
Key Responsibilities:
• Analyze and prepare financial plans and investment proposals
• Oversee transaction executions for financial advisors
• Conduct macroeconomic data analysis and reporting
• Provide exemplary client service through all channels
• Ensure compliance with new and existing account requirements
Requirements:
• Minimum 3 years’ experience in financial services
• Exceptional written and verbal communication skills
• Strong organ...
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