Wealth Management Associate: Growth & Client Advisory

Richardson Wealth Ltd; Calgary; On-site; CAD 70,000 - 100,000; Full time

Job summary

Richardson Wealth Ltd is seeking an Associate to join its Calgary wealth management team. You will support Investment Advisors, prepare client materials, and help grow client relationships in a dynamic advisory setting.

The role emphasizes strong communication, organization, and initiative, with licensing in CIRO within 6 months and possible CFP/CFA progression. A collaborative, client-focused environment awaits in Calgary.

Qualifications

• Strong verbal and written communication skills in English.
• Highly organized and detail-oriented with the ability to multitask.
• Ability to take initiative and work independently while collaborating with a team.

Responsibilities

• Prepare, analyze, and present client materials including statements and investment proposals.
• Assist with portfolio management activities across equities, fixed income, and other products.
• Support business development, client engagement, and marketing materials.
• Deliver timely, professional client service and maintain accurate records.

Education

Undergraduate degree

CIRO Investment Representative licensing

CFP/CFA asset (desirable)

Tools

English communication

Job description

Richardson Wealth Ltd is seeking an Associate to join its Calgary wealth management team. You will support Investment Advisors, prepare client materials, and help grow client relationships in a dynamic advisory setting.

The role emphasizes strong communication, organization, and initiative, with licensing in CIRO within 6 months and possible CFP/CFA progression. A collaborative, client-focused environment awaits in Calgary.