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Investment Advisor Associate
3 months ago
As a prominent Canadian wealth management firm, Richardson Wealth combines the personalized service of a boutique organization with substantial results. With a nationwide presence, we are proud to host some of Canada's leading investment advisors. We are currently in an exciting phase of growth – a multi-year transformation aimed at enhancing our entrepreneurial, high-performing, advisor-focused culture. Our Vision:
We aspire to be the preferred brand for Canada's elite advisors and their high-net-worth clientele. Our ambitious growth strategy aims to triple our Assets under Administration (AUA) to $100 billion by 2027. To achieve these objectives, we are strategically investing in technology, real estate, and, most importantly, our personnel. Position Overview
We are looking for a qualified individual to support our operations. As an Investment Advisor Associate, the selected candidate will play a crucial role in expanding the business by collaborating closely with the Investment Advisor and the team to manage client relationships and portfolios, develop new business opportunities, and ensure exceptional client service. Key Responsibilities
Support for Investment Advisors:
- Prepare client reports, review packages, and investment proposals, and potentially develop retirement projections/financial plans.
- Assist in research, analysis, asset allocation decisions, and selection of investment products with a proactive approach.
- Execute changes to portfolios by conducting equity and fixed income transactions.
- Contribute to writing quarterly market updates for clients and prospects, and identify relevant educational articles to share.
- Discover new business development opportunities to attract additional assets and increase revenue through client outreach, acquisition, and networking.
- Identify ways to enhance revenue within the existing client base, such as referrals, asset consolidation, and insurance solutions.
- Provide a superior client experience by assisting with daily requests and conducting proactive service outreach.
- Facilitate regular client communications, including website updates and client events.
- Ensure compliance with all firm and regulatory policies by staying informed of relevant rules and trading activities, and accurately documenting client interactions.
- Minimum of 5 years of experience in the financial services sector.
- Strong verbal and written communication skills in English.
- Exceptional organizational and time management abilities, with a capacity to multitask and solve problems effectively.
- Initiative and independence in work, with a positive attitude towards learning new material.
- Ability to meet deadlines consistently.
- Knowledge of industry compliance regulations and back-office procedures.
- Solid understanding of financial products (equities, fixed income, mutual funds, preferred shares, options, etc.).
- Capability to build relationships within the team and demonstrate an entrepreneurial mindset.
- Strong grasp of accounting and financial analysis principles, along with modeling skills.
- Quick adaptability to new technologies and software.
- An undergraduate and/or postgraduate degree in Business, Economics, or a related field.
- Completion of the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), and Wealth Management Essentials (WME) is preferred.
- Registration with the Canadian Investment Regulatory Organization of Canada (CIRO) as a Registered Representative is preferred.
Our firm thrives on the exceptional talent of our employees, who blend deep expertise with enthusiasm and empathy. From our front office professionals to our support staff, we share a common goal: to ensure our team flourishes here more than anywhere else. If you are innovative, self-motivated, and client-focused, we are prepared to invest in your future.
Richardson Wealth is an equal opportunity employer committed to fostering a diverse, equitable, and inclusive workplace. We are dedicated to accommodating individual needs in accordance with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act.
