Associate Portfolio Manager

3 months ago


Calgary, 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
To provide high level support to a high-net-worth investment management team.

**Responsibilities**:

- Act as primary point of contact for assigned client relationships
- Conduct due diligence research on individual securities and funds & build model portfolios
- Support the team in the management of client accounts and the preparation and review of client presentations
- Maintain administrative liaison with the different operations departments
- Track and provide recommendations re tender offers, redemptions and reimbursements etc.
- Execute buy/sell transactions of shares, bonds and other investment products for client accounts

**Qualifications**:

- 3 to 5+ years of experience in the wealth management industry
- Entrepreneurial team player
- Autonomy, initiative and attention to detail
- Proficient in English, oral and written, and Microsoft Office Suite
- Organizational skills and ability to prioritize
- Ability to work under pressure
- Capable of doing investment research and building model portfolios
- Capable of recruiting assets
- Current knowledge of industry compliance issues

Education
- A Business, Finance or Economics Diploma or Degree from a recognized post-secondary institution is preferred
- Licensed as a Registered Representative (RR) or an Investment Representative (IR) with IIROC

**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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