Associate-Wealth Management
Montréal, QCRichardson Wealth Ltd
5+ YOERichardson Wealth Ltd needs candidates with at least 5 years in financial services, ideally wealth management or brokerage. Candidates must hold CIRO registration and the Pl. Fin. designation, speak and write French excellently, and be proficient in Microsoft Office and Salesforce.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook