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Open nowPosted 4 days ago

Associate

Richardson Wealth Ltd31 open roles

Where
525 8 Ave SW, Calgary, AB T2P 1G1, Canada
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Your applicationOpen nowAssociateRichardson Wealth Ltd · 525 8 Ave SW, Calgary, AB T2P 1G1, Canada

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  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Richardson Wealth Ltd's own form.

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The clock on this job

Early applications get read.

11.8% of postings close within 7 days. Measured by our own scanner across the market. Richardson Wealth Ltd postings stay open a median of 21 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.4%3 days
  3. 11.8%7 days
  4. 18.6%14 days
  5. 35.6%30 days
  6. 45.1%60 days
This job: posted 4 days ago

Richardson Wealth Ltd median: 21 days open

The posting

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 modelsClient 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 accountsAdministration:• 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)

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