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Associate-Wealth Management
Richardson Wealth
Montréal, CAN
Full-time
Senior · 5+ years experience
Onsite
Discovered 3 days ago
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Role Overview
We are looking for a meticulous, organized, and self-reliant individual with solid experience in the financial services industry and an excellent understanding of the needs of wealth management clients. The ideal candidate has exceptional client service skills, analytical ability, attention to detail, and the ability to manage multiple priorities effectively in a demanding professional environment.
This is an existing vacancy.
Key Skills for This Role
Salesforce
Full Job Posting
Position Overview
We are looking for a meticulous, organized, and self-reliant individual with solid experience in the financial services industry and an excellent understanding of the needs of wealth management clients. The ideal candidate has exceptional client service skills, analytical ability, attention to detail, and the ability to manage multiple priorities effectively in a demanding professional environment.
This is an existing vacancy.
Duties and Responsibilities
- Investment Advisor Support • Support investment advisors in preparing, analyzing, and presenting documents and reports for clients, including investment policy statements, portfolio assessments, financial programs, retirement projections, portfolio reviews, and investment proposals. • Collect, analyze, and summarize client financial and personal information to meet client needs and help develop strategies tailored to their goals. • Prepare financial planning analyses and reports and help formulate recommendations based on each client’s situation, goals, and profile. • Execute and track transactions on behalf of investment advisors, in accordance with procedures and regulatory requirements.
- Administrative and Compliance Support • Assume responsibility for all administrative tasks, including opening accounts, updating client information, applying financial and non-financial changes, and processing various money movement requests. • Follow up as needed with clients, investment advisors, and various internal and external stakeholders while managing files carefully and maintaining a highly efficient workflow. • Help plan and organize annual, monthly, and everyday team actions.
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