Step into a rewarding career as a Financial Services Associate at Richardson Wealth in Montreal. Your expertise will support Investment Advisors and enhance client satisfaction through high-quality service.

In this role, you will directly support Investment Advisors while ensuring exceptional client interactions. Your responsibilities will encompass transaction execution, report preparation, and thorough compliance management. With a focus on client relationship management, you’ll anticipate client needs and communicate efficiently, contributing to the firm’s success.

Key Responsibilities:
• Prepare detailed investment reports and policy statements
• Manage execution of transactions for clients
• Analyze financial data and maintain models
• Provide superior service through prompt client communications
• Participate in key client meetings and preparation

Requirements:
• Minimum 3 years of experience in financial ...