About this role
Associate at Richardsonwealth. Location: Montréal, Quebec, Canada. Role: Prepare reports, Analyze data, Manage transactions Requirements: 3+ years in financial services; bilingual French/English; proficient in MS Office; CRM experience; CIRO licensed as Investment Representative. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office, Salesforce, CRM Certifications: investment representative (ciro) Commitment: Full Time Workplace: Onsite Languages: French, English