Associate

at  Richardson Wealth Ltd

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 2025.
To reach our goals, we are making strategic investments in technology, real estate and, most importantly, our people.
Position Overview
We are seeking an individual to join our team in the Guelph 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 and Responsibilities

Please refer the Job description for details