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© All Rights Reserved. ApplyBlast.com
Richardson Wealth Ltd
The Associate will support three Investment Advisors in the Victoria office by providing high-level client service and specialized administrative support. This role involves assisting with client communications, preparing financial reports and investment proposals, and managing transaction execution and portfolio monitoring. The position requires adherence to compliance regulations and collaboration with the Associate Team Coordinator to ensure excellent client outcomes.
Richardson 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.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Richardson Wealth Ltd.
Richardson Wealth Ltd didn’t post a salary, so this is our estimate from similar listings.
Right around the average for this role