Posted 2 months ago
Associate
@ Richardson Wealth Ltd
Calgary, Alberta
Overview
Richardson Wealth Ltd is hiring a newly created Associate in its Calgary office to support high-performing wealth management advisors. The role covers client materials, portfolio trading support, client service and compliance administration. The posting asks for 3-5 years of financial services experience and an undergraduate degree, plus CIRO Investment Representative licensing or willingness to obtain it within 6 months.
Responsibilities:
- Prepare client materials, portfolio evaluations and investment proposals
- Assist with trading equity, fixed income and money market securities
- Deliver client service and attend client and annual review meetings
- Prepare account documentation and ensure compliance requirements are met
Requirements summary:
- 3-5 years of experience in financial services
- Undergraduate degree
- CIRO Investment Representative licence or willingness to obtain within 6 months
- Strong English written and verbal communication
- Highly organized and detail-oriented
Tools & skills
Source and dates
Employer career site / ATS feed · dayforce-feed
- Employer posting date
- 2026-09-09
- First seen by our source
- 2026-10-13
- Source record updated
- 2026-10-13
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Finance & accounting |
| Experience | 3+ years |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | CIRO Investment Representative |
| Education | Bachelor’s degree (required) |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Richardson Wealth Ltd
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
The next generation of wealth.™
Full company description
Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term. We empower our advisory teams across the country to help you build your future. Working with a Richardson Wealth advisor isn’t just about getting financial and investing guidance. It’s about building relationships. We are proudly Canadian and committed to providing you with the highest standards of client care as we work together to grow, protect, and enhance your financial wellbeing. Patrimoine Richardson est l'une des principales sociétés indépendantes de gestion de patrimoine au Canada. Nous offrons la touche personnelle d'une société boutique tout en simplifiant la complexité de votre patrimoine et en produisant des résultats dans chaque partie de votre vie, maintenant et à long terme. Nous habilitons nos équipes de conseillers à travers le pays à vous aider à bâtir votre avenir. Travailler avec un conseiller Patrimoine Richardson ne consiste pas seulement à obtenir des conseils en matière de finances et de placements. Il s'agit aussi d'établir des relations. Nous sommes fiers d'être Canadiens et nous nous engageons à vous offrir les normes les plus élevées en matière de service à la clientèle alors que nous travaillons ensemble pour faire croître, protéger et améliorer votre bien-être financier.
- LinkedIn followers
- 42,103
- People associated on LinkedIn
- 932
- Reported office locations
- 100 Queens Quay East, Suite 2500, Toronto, Ontario M5E 1Y3, CA
- Business categories
- Wealth Management
- Finance
- Consulting
- FinTech
- Financial Services
- Other recorded names
- Richardson Wealth Ltd
- Richardson Wealth
- Specialties
- Wealth management
- Wealth strategies
- Tax strategies
- Business succession
- Financial planning
- Estate planning
- Family Office
- Investment management
- Portfolio management
- Alternative investing
- Insurance
- Wealth transfer
- Legacy planning
- and Philanthropy planning
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term. We empower our advisory teams across the country to help you build your future. Working with a Richardson Wealth advisor isn’t just about getting financial…
| Field | Value |
|---|---|
| Industry | Financial Services |
| Company size | 501-1,000 employees |
| Headquarters | Toronto, Ontario |
| Organization type | Privately Held |
| Specialties | Wealth managementWealth strategiesTax strategiesBusiness successionFinancial planningEstate planningFamily OfficeInvestment managementPortfolio managementAlternative investing |
| Open jobs on Jobsy | 34 |
| View page |
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.
Grow Your Career in Wealth Management
An opportunity is available to join a highly respected wealth management business, where you will have the opportunity to work alongside experienced professionals, build strong relationships with high-net-worth clients, and play a meaningful role in the continued success of the business. This is a newly created position and an ideal opportunity for a growth-oriented individual who wants to learn and is motivated to build a career in wealth management.
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.
Qualifications
• 3-5 years of experience in the financial services, with an interest in investments and financial planning.
• Commitment to continued learning.
• Strong verbal and written communication skills in English.
• Highly organized and detail-oriented, with the ability to prioritize, multitask, solve problems, and meet deadlines.
• Ability to take initiative, work independently, and collaborate effectively with a team.
• Driven to learn and grow, with initiative to work independently, collaborate with the team, and develop expertise in new technologies and systems.
Education
• An undergraduate degree.
• Licensed, or willing to become licensed within 6 months, with the Canadian Investment Regulatory Organization (CIRO) as an Investment Representative.
• Enrollment in, or intention to pursue, the CFP, CFA, or a similar professional designation is an asset.
Why Apply:
Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?
If so, we’re ready to invest in you.
Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.
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