Associate

Richardson Wealth Ltd; Calgary; On-site; CAD 60,000 - 80,000; Full time

Job summary

Richardson Wealth Ltd in Calgary is seeking an Associate to support Investment Advisors, delivering high-level client service and specialized administrative support on diverse assignments.

You will prepare reports, analyze data, manage transactions, and help ensure compliance across client accounts while maintaining strong communication with clients and teammates.

Qualifications

• At least 3 years’ experience in the financial services industry.
• Excellent verbal and written communication skills in English.
• Strong organizational skills and ability to work independently.
• Understanding of industry compliance regulations.
• Strict attention to detail; ability to multi-task.
• Trading experience is preferred.
• Ability to quickly learn new technologies and programs.

Responsibilities

• Prepare, analyze, and present client reports and investment proposals.
• Manage execution of transactions on behalf of the Investment Advisor.
• Analyze industry data and build financial models.
• Provide high-level client service via phone, email, and meetings.
• Attend client meetings and communicate proactively with clients.
• Ensure compliance with documentation and marketing materials.

Skills

Communication

Organizational skills

Independent work

Attention to detail

Trading experience

Technology learning

Education

CIRO Investment Representative license

Job description

Job Description

Posted Tuesday, August 25, 2026 at 4:00 a.m.

About Us:

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.

This is an existing vacancy.

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 and ability to work independently
• Understanding of industry compliance regulations
• Strict attention to detailThe ability to multi-task
• Excellent organizational and time management skills Trading experience
• Ability to quickly learn new technologies and programs

Education

• 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.