About this role
Associate at Richardson Wealth. Location: Calgary, Alberta, Canada. Role: supporting advisors, preparing reports, managing transactions Requirements: 3+ years in financial services, CIRO Investment Representative (IR) license, undergraduate/postgraduate in Business/Economics, strong communication and organizational skills, compliance knowledge, and ability to prepare reports and financial models. Category: Finance and Accounting Seniority: Mid Level Certifications: ciro investment representative (ir) Commitment: Full Time Workplace: Onsite Languages: English