About this role
Associate at Richardson Wealth. Location: Burlington, Ontario, Canada. Role: supporting advisors, preparing reports, managing transactions Requirements: 3+ years in financial services, licensed CIRO Investment Representative (IR), undergraduate degree in business/economics (postgraduate preferred), strong communication, organization, compliance knowledge, and ability to prepare reports and support advisors. Category: Finance and Accounting Seniority: Mid Level Certifications: ciro investment representative (ir) Commitment: Full Time Workplace: Onsite Languages: English