Associate

2 weeks ago

Winnipeg, Canada Richardson Wealth Full time

**Employment Status**:
Permanent Full-Time

**Location**:
Winnipeg, MB

**Department**:
Retail

**Reporting To**:
Investment Advisor(s) and Branch Management Team

**Job Id**:
WPG - 014

**Job Level**:
L4

**Seniority Level**:
Associate

**Position Overview**:
We are seeking an individual to join our team in the Winnipeg 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.

**Duties & Responsibilities**:

- Investment Advisor Support:_
- 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
- Client Service:_
- 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
- Administration:_
- 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

**Skills & Qualifications**:

- At least 3 years’ experience in the financial services industry
- Excellent verbal and written communication skills in English
- Strong organizational skills
- Ability to take initiative and work independently
- Understanding of industry compliance regulations
- Strict attention to detail
- The ability to multi-task
- Excellent organizational and time management skills
- Ability to quickly learn new technologies and programs

**Education**:

- Post-secondary education
- Successful completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook
- Licensed with the Investment Industry Regulatory Organization of Canada (IIROC) as an Investment Representative

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