Current jobs related to Associate - Burlington - Richardson Wealth

  • Hardgoods Associate

    2 weeks ago

    Burlington, Canada Giant Tiger Full time

    About this Opportunity Recognized as an Employer of Choice, Giant Tiger’s retail stores provide dynamic work environments with many opportunities for a fulfilling career. We are a Canadian owned and operated retailer (and proud of it!), with a strong commitment to the community, and over 60 years of success. If you are looking for a challenging and...

  • Sales Associate

    2 weeks ago

    Burlington, Canada Ricki's and Cleo Full time

    **RICKI'S/CLEO** **SALES ASSOCIATE** **BURLINGTON NORTH SMART CENTRE - BURLINGTON, ON** **PART TIME** As a Sales Associate with Ricki’s and cleo you’ll be responsible for creating an exceptional brand experience for our customers shopping with us in store. We’re looking for passionate brand ambassadors who have a passion for fashion! **What...

  • Store Operations Associate

    6 days ago

    Burlington, Canada Giant Tiger Full time

    About this Opportunity Recognized as an Employer of Choice, Giant Tiger’s retail stores provide dynamic work environments with many opportunities for a fulfilling career. We are a Canadian owned and operated retailer (and proud of it!), with a strong commitment to the community, and over 60 years of success. If you are looking for a challenging and...

  • Sales Associate

    2 weeks ago

    Burlington, Canada Aldo Group - Call It Spring Full time

    Looking to unbox your full potential? STEP UP with the ALDO GROUP as a Part Time Sales Associate at Call it Spring - Mapleview Shopping Centre. **WE’RE ON A JOURNEY TO CREATE A WORLD OF LOVE, CONFIDENCE AND BELONGING.** The ALDO Group has been on this journey for over 40 years. We believe that our passionate associates are at the heart of our success,...

  • Sales Associate

    1 week ago

    Burlington, Canada Aldo Group - Call It Spring Full time

    Looking to unbox your full potential? STEP UP with the ALDO GROUP as a Part Time Sales Associate at Call it Spring - Upper Canada Mall **WE’RE ON A JOURNEY TO CREATE A WORLD OF LOVE, CONFIDENCE AND BELONGING.** The ALDO Group has been on this journey for over 40 years. We believe that our passionate associates are at the heart of our success, and that...

  • Meat Associate

    2 weeks ago

    Burlington, Ontario, Canada Walmart Full time

    Position Summary...Working as a Meat Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Meat Associate provides exemplary customer service by adhering to the basic beliefs and values of Walmart, maintains and zones the meat area, and assists with stocking and the sale of goods. If you are looking for an exciting job...

  • Warehouse Associate

    6 days ago

    Burlington, Canada Detail K2 Inc Full time

    Description: Job Title**:Warehouse Associate** Division**:Operations** Salary Grade: Supervisor Title**:Manager, Warehouse** **Job Summary** **Warehouse associates** are adaptable employees leveraging different skills to perform a variety of tasks within the warehouse. The warehouse staff is the backbone of our business, and the work they do allows other...

  • Warehouse Associate

    1 week ago

    Burlington, Canada El Nino Carpet and Flooring Full time

    **WAREHOUSE ASSOCIATE.** **Description**: We are looking for a capable Warehouse Associate to support our company’s warehouse operations. You will receive, sort, load, and unload products and you will perform various warehouse activities. **Responsibilities**: - Prepare orders accurately. - Organize stocks and maintain inventory. - Inspect products for...

  • Stock Associate

    4 days ago

    Burlington, Canada Linen Chest Full time

    Company Description **Stock Associate** Are you looking for a **dynamic** and **stimulating **work environment? If you answer yes, we are more than happy to connect and get to know your better, and hopefully make you part of our team. What would you be doing? The** Stock Associate **takes care of shipping, receiving, piece picking, plating and...

  • Warehouse Associate

    2 days ago

    Burlington, Canada Ryder System Full time

    You are the driving force behind our company. Start your career with Ryder today! **Summary** The purpose of the Warehouse Associate is to accurately transfer, package, kit or assemble product and materials, both physically and logically, to fulfill orders, inventory, and load/unload trailers. **Essential Functions** - Package, kit and/or assemble orders...

Associate

2 weeks ago

Burlington, Canada Richardson Wealth Full time

**Employment Status**:
Permanent Full-Time

**Location**:
Burlington, ON

**Department**:
Retail

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

**Job Id**:
BUR - 009

**Job Level**:
L4

**Seniority Level**:
Associate

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