Wealth Management Associate Client Service
Richardson Wealth Ltd
Support wealth management clients through precise analysis, organized administration, and responsive service in a professional financial services environment. Your work will assist investment advisors and strengthen client relationships.This Wealth Management Associate role suits an experienced financial services professional with at least five years in wealth management or brokerage. You will analyze client information, prepare planning materials, execute transactions, and coordinate administrative processes. The position requires French proficiency, CIRO registration, and Certified Financial Planner designation through IQPF/IPF.Key Responsibilities:
Prepare investment policy statements, portfolio assessments, and client proposalsAnalyze financial information and summarize client goalsExecute and track transactions according to regulatory requirementsRespond to client inquiries across communication channelsPrepare portfolio valuation, return, and performance reportsRequirements:
At least five years of financial services experienceRegistered Representative with the Canadian Investment Regulatory OrganizationCertified Financial Planner designation through IQPF/IPFExcellent spoken and written FrenchProficiency in Microsoft Office and SalesforceApply your wealth management knowledge, client service expertise, and analytical discipline to support advisors and clients effectively.
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Prepare investment policy statements, portfolio assessments, and client proposalsAnalyze financial information and summarize client goalsExecute and track transactions according to regulatory requirementsRespond to client inquiries across communication channelsPrepare portfolio valuation, return, and performance reportsRequirements:
At least five years of financial services experienceRegistered Representative with the Canadian Investment Regulatory OrganizationCertified Financial Planner designation through IQPF/IPFExcellent spoken and written FrenchProficiency in Microsoft Office and SalesforceApply your wealth management knowledge, client service expertise, and analytical discipline to support advisors and clients effectively.
#J-18808-Ljbffr
Vacancy posted 18 minutes ago
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