Unlock a fulfilling career at Richardson Wealth as a Financial Associate in Calgary. Provide high-level support to Investment Advisors while ensuring clients receive standout service tailored to their needs.
We are seeking a dedicated Associate to join our Calgary team, contributing to our growth phase. Your responsibilities will include preparing detailed financial reports, managing client transactions, and delivering proactive client service. Strong organizational skills and the ability to thrive in a dynamic environment are key for this role.
Key Responsibilities:
• Prepare comprehensive reports and recommendations for clients
• Execute transactions as directed by Investment Advisors
• Analyze and develop financial models from industry data
• Ensure high-quality service in client interactions and communications
• Follow compliance protocols for documentation and accounts
Requirements:
• At least 3 years of experience in financial services
• Strong verba...