Job Title

Job DescriptionRichardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canadas best investment advisors.Position Overview:The ideal applicant will be an active team participant in an expanding ultra-high net worth holistic wealth management business and will be responsible for providing world-class, client-centered service in the Associate or Associate Investment Advisor role.This is a 12-month maternity leave coverage, with the potential for extension.Responsibilities:Ensure a consistent delivery of Advisor teams brand of service level: Proactive, Responsive & ProfessionalInteract regularly with clients of all ages and investment knowledge levels, providing a Four Seasons level of service and experienceProvide support to the Portfolio Managers in all administrative duties in the management of client accountsMeet and greet high net worth clients and assist Portfolio Manager in preparing for client meetingsBe involved in preparing and attending client meetings and/or eventsLead or assist with financial planning initiatives, gathering pertinent details, building plans, and potentially presenting financial plans to certain clientsResolve inquiries related to the administrative function of client accountsAnswer telephone calls and reply to client emails to ensure exceptional client service in a timely fashionRequest information and documentation from clients in order to open accounts and keep client information up to dateMaintain excellent relations with the different back-office personnel and operational departmentsAssist or proactively tackle trading, rebalancing and generation of cash flow as neededNotify Portfolio Managers of tender offers and/or reorg related itemsInitiate and monitor all pending transfers to ensure completion on a timely basisManage incoming and outgoing cash flows for clients via EFT, cheques and wiresQualifications:Proficient in English, oral and writtenProficient in Microsoft Office (Word, Excel, PowerPoint and Outlook, Teams)Ability to easily learn on computer systemsGood knowledge of debt and equity marketsOrganizational skills and ability to prioritizeHigh level of understanding of industry regulationsIn depth knowledge of all account types as well as intricacies that coincide with the multitude of products and services available todayExperience working within a discretionary, portfolio managed practiceAbility to work under pressureAutonomy, initiative and attention to detailExcellent phone and e-mail etiquette, delivering high standards of customer serviceAbility to balance time pressures and deadlines with conflicting demandsEducation:Registered with CIRO as an Investment Representative (IR)Minimum of 5 years experience within the industry or a related industryWhy 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.Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. #J-18808-Ljbffr