dayforce
Associate
Richardson Wealth
Calgary, CAN
Full-time
Mid · 3+ years experience
Onsite
Discovered 2 days ago
Free
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We are seeking a motivated Associate to join our high-performing wealth management team in the Calgary office. This role is well suited to a proactive professional with strong analytical, communication, and relationship management skills, who is interested in growing within a client-focused advisory environment.
Full Job Posting
Position Overview
We are seeking a motivated Associate to join our high-performing wealth management team in the Calgary office. This role is well suited to a proactive professional with strong analytical, communication, and relationship management skills, who is interested in growing within a client-focused advisory environment.
Role & Responsibilities
- Investment Advisor Support: • Prepare, analyze, and present customized client materials, including Investment Policy Statements, portfolio evaluations, financial plans, client reviews, commentaries, and investment proposals. • Assist with portfolio management activities, including trading equity, fixed income, money market securities, and other investment products as appropriate. • Contribute to business development and client engagement initiatives, including marketing materials, newsletters, website updates, and client events.
- Client Service: • Deliver an exceptional client experience through timely, professional, and accurate communication. • Build strong client relationships through proactive service calls and anticipating client needs. • Attend client, prospect, and annual review meetings, including preparation, notes, and follow-up. • Maintain accurate client records and ensure account, documentation, trading, and regulatory requirements are met.
- Administration and Compliance: • Prepare and process account documentation, compliance updates, client instructions, contributions, tax-related inquiries. • Review client files and documentation to ensure accuracy, completeness, and adherence to firm standards. • Support the team’s operational effectiveness by prioritizing tasks, meeting deadlines, and contributing to a culture of risk management and service excellence.
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