Associate

Richardson Wealth Ltd • Montreal, QC

11d • Onsite

About The Position

We are seeking an individual to join our team in the Montreal office. As an Associate the incumbent will contribute to growing the business by supporting to the Investment Advisor(s), ensuring high-level client service, and providing dedicated specialized administrative support on diverse assignments. This is an existing vacancy.

Requirements

• At least 3 years of experience in the financial services industry.
• Excellent verbal and written communication skills in French and English
• Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint and Outlook
• Experience with Client Relationship Management (CRM) systems such as Salesforce
• Ability to quickly learn new technologies and programs
• Superior client relationship management skills
• Strong organizational skills
• Excellent verbal and written communication skills in French
• Ability to prioritize, multitask, work within time constraints and follow-up
• Meticulous attention to detail
• An undergraduate and/or postgraduate degree in Business/Economics or related field
• Must be licensed with Canadian Investment Regulatory Organization (CIRO) as an Investment Representative (IR)

Responsibilities

• Prepare, analyze, and present reports and recommendations for clients including investment policy statements, portfolio evaluations, financial plans, retirement projections, client commentaries/reviews and investment proposals
• Manage the execution of transactions on behalf of the Advisor
• Analyze industry and company data, macro data, develop and maintain financial models
• Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full service brokerage
• Attend client meetings as required, including prospect and annual review meetings
• Provide gold standard client service anticipating client needs and delivering proactive and quality communications to ensure clients are apprised of details related to their accounts
• Familiarize and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials to maintain a culture and operation of risk management

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level