Associate Wealth Planner
Richardson Wealth Ltd
About this role
The Associate, Wealth Planner collaborates with the Investment Advisor team to prepare comprehensive financial and tax plans for High-Net-Worth clients. The role involves analyzing client financials, developing strategies, and communicating complex information clearly. It requires a strong understanding of Canadian taxes, financial planning tools, and client service.
Skills
Qualifications
About Richardson Wealth Ltd
richardsonwealth.comRichardson Wealth is a leading independent wealth manager in Canada that combines the personal touch of a boutique firm with the capabilities and reach of a larger organization. Through a national network of advisors it delivers tailored investment management, financial and estate planning, and other wealth services for individuals, families and institutions. Clients rely on Richardson for independent advice, personalized service, proprietary research and digital tools designed to preserve and grow wealth across generations.
About Richardson Wealth Ltd
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for Richardson Wealth Ltd.
Salary
$60k – $90k
per year