Associate

3 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 - 012**Job Level**:

- L3**Seniority Level**:

- Associate**Position Overview**:
As an Associate the incumbent will contribute to growing the business by supporting to 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:_
- Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full service brokerage
- Attend client meetings as required, including prospect and annual review meetings
- Provide gold standard client service anticipating client needs and delivering proactive and quality communications to ensure clients are apprised of details related to their accounts
- Administration:_
- Familiarize and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials to maintain a culture and operation of risk management

**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**:

- An undergraduate and/or postgraduate degree in Business/Economics or related field
- Successful completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook
- Licensed with Investment Industry Regulatory Organization of Canada (IIROC) as an Investment Representative

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