Associate

Overview

About Us: As a leading Canadian wealth management organization,Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

Role Overview

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

Responsibilities

• Investment Advisor Support: Prepare, analyze, and present reports and recommendations for clients including investment policy statements, portfolio...