Associate-Wealth Management

Richardson Wealth Limited; Montreal (administrative region); Sur place; CAD 70 000 - 95 000; Plein temps

Résumé du poste

Richardson Wealth Limited is seeking a meticulous Investment Advisor Support professional to back our investment advisors with analyses, reports, and client communications. You will collect and summarize client information, prepare planning analyses, and help create recommendations aligned with client goals.

The role emphasizes strong organization, attention to detail, and the ability to handle multiple priorities in a fast-paced wealth management environment.

Qualifications

• Five+ years in financial services, wealth management or brokerage.
• CIRO registration and IQPF/IPF CFP credentials are preferred.
• Strong French (spoken and written) required.
• Proven client service and analytical abilities.

Responsabilités

• Support investment advisors with client documents, policy statements, and portfolio reviews.
• Collect and summarize client information to tailor strategies.
• Prepare financial analyses and reports; assist with recommendations.
• Execute transactions and ensure regulatory compliance.

Connaissances

Client service excellence

Attention to detail

Time management

Communication skills

Team collaboration

Proactivity

Formation

CIRO Registered Representative

IQPF/IPF Certified Financial Planner

Outils

Microsoft Office

Salesforce

Description du poste

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 looking for a meticulous, organized, and self-reliant individual with solid experience in the financial services industry and an excellent understanding of the needs of wealth management clients. The ideal candidate has exceptional client service skills, analytical ability, attention to detail, and the ability to manage multiple priorities effectively in a demanding professional environment.

This is an existing vacancy.

Duties And Responsibilities

Investment Advisor Support

• Support investment advisors in preparing, analyzing, and presenting documents and reports for clients, including investment policy statements, portfolio assessments, financial programs, retirement projections, portfolio reviews, and investment proposals.
• Collect, analyze, and summarize client financial and personal information to meet client needs and help develop strategies tailored to their goals.
• Prepare financial planning analyses and reports and help formulate recommendations based on each client’s situation, goals, and profile.
• Execute and track transactions on behalf of investment advisors, in accordance with procedures and regulatory requirements.

Administrative and Compliance Support

• Assume responsibility for all administrative tasks, including opening accounts, updating client information, applying financial and non-financial changes, and processing various money movement requests.
• Follow up as needed with clients, investment advisors, and various internal and external stakeholders while managing files carefully and maintaining a highly efficient workflow.
• Help plan and organize annual, monthly, and everyday team actions.

Client Service

• Provide professional, personalized, and high-quality client service by responding effectively to inquiries by phone, email, and other communication channels.
• Respond to client requests, demonstrating a solid understanding of traditional brokerage services and related administrative processes.
• Prepare client portfolio valuation, return, and performance reports.
• Collaborate with clients’ accountants and other professionals by fulfilling requests for information and providing required documentation.

Qualifications

• At least 5 years of experience in the financial services industry, ideally in wealth management or brokerage
• Registered Representative with the Canadian Investment Regulatory Organization (CIRO)
• Certified Financial Planner (Pl. Fin.) with the Institut québécois de planification financière (IQPF/IPF)
• Excellent spoken and written French
• Proficiency in Microsoft Office suite (especially Excel, Word, PowerPoint, and Outlook) and Salesforce
• Quick grasp of new technologies, platforms, and apps
• Excellent management and client relations skills
• Strong organizational skills and attention to detail
• Ability to set priorities, meet tight deadlines, and manage multiple projects simultaneously
• Self-reliance, high standards, and proactivity
• Excellent communication skills and the ability to collaborate effectively with multiple parties

Training and Professional Designations

• Registered Representative with the Canadian Investment Regulatory Organization (CIRO)
• Certified Financial Planner (Pl. Fin.) with the Institut québécois de planification financière (IQPF/IPF)

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.