Wealth Advisory Support Specialist

Richardson Wealth Limited; Victoria; Sur place; CAD 50 000 - 70 000; Plein temps

Résumé du poste

Richardson Wealth is seeking an Associate to join the Victoria team, supporting three Investment Advisors with high-level client service and specialized administrative tasks. You will handle client inquiries, prepare portfolio analyses, and help with documentation and compliance across the advisory practice.

The role focuses on maintaining strong client relationships, coordinating with internal teams, and ensuring accurate, timely service while working closely with the Associate Team

Qualifications

• Minimum 3 years’ experience in the financial services industry.
• Excellent verbal and written communication in English.
• Strong organizational skills and attention to detail.
• Ability to take initiative and work independently.
• Understanding of industry compliance regulations.
• Ability to multi-task and manage time effectively.
• Proficiency with MS Office suite (Word, Excel, PowerPoint, Outlook).
• Experience with CRM systems such as Maximizer or Salesforce.
• Willingness to pursue IR license within 6–18 months.

Responsabilités

• Support Investment Advisors with client servicing and communications.
• Prepare, analyze, and present reports and recommendations for clients.
• Execute transactions on behalf of the Advisor and monitor portfolios.
• Maintain client profiles and respond to inquiries with high service standards.
• Adhere to compliance requirements and manage account documentation.

Connaissances

Communication

Organization

Initiative

Compliance

Attention to detail

Multitasking

Time management

Formation

Business/Economics degree

CIRO Investment Representative license

RR licensing within 18 months

CFP designation asset

IR license within 6 months studying

Outils

Microsoft Office

Word

Excel

PowerPoint

Outlook

Salesforce

Maximizer

Description du poste

Richardson Wealth is seeking an Associate to join the Victoria team, supporting three Investment Advisors with high-level client service and specialized administrative tasks. You will handle client inquiries, prepare portfolio analyses, and help with documentation and compliance across the advisory practice.

The role focuses on maintaining strong client relationships, coordinating with internal teams, and ensuring accurate, timely service while working closely with the Associate Team