Wealth Management Associate: Client Strategy & Support

Richardson Wealth Ltd; Montreal (administrative region); On-site; CAD 55,000 - 75,000; Full time

Job summary

Richardson Wealth Ltd in Montreal is seeking an Investment Advisor Support professional who can provide meticulous, client-focused assistance to wealth managers. The role emphasizes analytical reporting, data accuracy, and coordinating with internal teams and clients to deliver tailored financial insights.

You will prepare statements, summaries, and proposals, manage account changes, and contribute to a highly efficient workflow while maintaining strict regulatory compliance.

Qualifications

• Minimum 5 years in financial services, wealth management or brokerage.
• CIRO Registered Representative.
• IQPF/IPF Certified Financial Planner.
• Fluent in French, both spoken and written.
• Proficient in Microsoft Office and Salesforce.

Responsibilities

• Support investment advisors by preparing, analyzing, presenting documents and reports.
• Collect and summarize client financial information to tailor strategies.
• Prepare financial planning analyses and recommendations based on clients’ situations and goals.
• Execute and track transactions per procedures and regulatory requirements.

Skills

French language

Client service

Organizational skills

Multitasking

Collaboration

Communication skills

Education

CIRO Registered Representative

IQPF/IPF Certified Financial Planner

Tools

Microsoft Office

Salesforce

Job description

Richardson Wealth Ltd in Montreal is seeking an Investment Advisor Support professional who can provide meticulous, client-focused assistance to wealth managers. The role emphasizes analytical reporting, data accuracy, and coordinating with internal teams and clients to deliver tailored financial insights.

You will prepare statements, summaries, and proposals, manage account changes, and contribute to a highly efficient workflow while maintaining strict regulatory compliance.