Portfolio Analytics Assistant

4 months ago


Montréal QC, Canada Richardson Wealth Ltd Full time

**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.
**Where we’re going**:
We want to be the brand of choice for Canada’s top advisors and their high-net-worth clients. We also have an ambitious growth strategy to triple our Assets under Administration (AUA) to $100 billion by 2027.
To reach our goals, we are making strategic investments in technology, real estate and, most importantly, our people.
Position Overview

**Responsibilities**:

- Research of dividend growing stocks, blue-chip stocks Canadian and US
- Understanding and thorough research of the 24,000 ETFs, alternative strategies funds and Canadian mutual funds
- Responsible for producing reports and monitoring client positions to ensure they are in line with model portfolios and proposals, reviewing and producing investment policy statements
- Trade execution, monitoring, reconciliation, auditing, suitability
- Review and optimize investment processes
- Meet with wholesalers and attend investment presentations

**Qualifications**:

- Independent, responsible, resourceful, and personable
- Demonstrated interest in finance field, through work experience and/or education
- Must be proficient in MS Office Suite
- Ability to work under pressure Capacity to learn new systems quickly
- Fluent in French and English, written and spoken
- Strong sense of organization and managing priorities
- Team spirit
- Knowledge of financial and tax planning would be an asset

Education
- Undergraduate and/or postgraduate degree in Business/Economics or related field
- Ideally, have completed the Canadian Securities Course as well as the Conduct and Practices Handbook
- Registered for CFA Level III

**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.
We are a proud partner of Pride at Work Canada.


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