Accounting & Finance

Wealth Management Associate: Growth & Client Advisory

Richardson Wealth Ltd

Calgary · Alberta · Canada

Richardson Wealth Ltd is seeking an Associate to join its Calgary wealth management team. You will support Investment Advisors, prepare client materials, and help grow client relationships in a dynamic advisory setting.

The role emphasizes strong communication, organization, and initiative, with licensing in CIRO within 6 months and possible CFP/CFA progression. A collaborative, client-focused environment awaits in Calgary.

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Reference: WJ-291_11409756

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