Wealth Management Associate: Client-Focused Advisor Support

Richardson Wealth Ltd; Montreal (administrative region); On-site; CAD 70,000 - 100,000; Full time

Job summary

Richardson Wealth Ltd. is seeking an experienced Investment Advisor Support professional in Montreal to assist investment advisors with client documents, analyses, and reports.

You will collect and summarize client information to tailor strategies and prepare financial planning analyses and proposals. You will also handle administrative tasks, process transactions, and coordinate with clients and professionals to ensure efficient service delivery.

Qualifications

• 5+ years in financial services, preferably wealth management or brokerage.
• Excellent spoken and written French.
• Proficiency in MS Office and Salesforce.

Responsibilities

• Support investment advisors by preparing, analyzing, and presenting client documents and reports.
• Collect and summarize client financial information to tailor strategies.
• Prepare financial planning analyses and recommendations.
• Execute and track transactions per procedures and regulations.
• Provide administrative support, manage accounts, and process money movements.
• Plan and organize team actions.

Skills

Financial services experience

CIRO Registered Representative

IQPF/IPF Certified Financial Planner

French language proficiency

Microsoft Office (Excel, Word, PowerPt

Salesforce

Analytical thinking

Organizational skills

Multitasking

Self-reliance

Communication skills

Education

CIRO Registered Representative

IQPF/IPF Certified Financial Planner

Certified Financial Planner (Pl. Fin.)

Tools

Microsoft Office Suite

Salesforce

Job description

Richardson Wealth Ltd. is seeking an experienced Investment Advisor Support professional in Montreal to assist investment advisors with client documents, analyses, and reports.

You will collect and summarize client information to tailor strategies and prepare financial planning analyses and proposals. You will also handle administrative tasks, process transactions, and coordinate with clients and professionals to ensure efficient service delivery.