Portfolio Analytics Assistant

1250 Boulevard René-Lévesque O, Montréal, QC H3B 4W8, Canada Req #335
March 5, 2025
About Us:
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

Where we’re going: 
We want to be the brand of choice for Canada’s top advisors and their high-net-worth clients. We also have an ambitious growth strategy to triple our Assets under Administration (AUA) to $100 billion by 2027.

To reach our goals, we are making strategic investments in technology, real estate and, most importantly, our people.

Position Overview
The candidate will support the IA Team with its high-net-worth clients in the analysis of portfolios and investments in the context of the individual’s or the family’s overall financial situation. The training program will first include a period of learning of basic investment compliance, Wealth Management systems, admin tasks, and the functioning of the overall Canadian financial system for individuals.

This role offers the candidate a rewarding, long-term career path, fostering the development of advanced, integrated wealth management expertise. Opportunities for career advancement may include obtaining industry-recognized licenses, such as CIRO licensing as an Investment Advisor or Portfolio Manager, and IPF licensing as a Financial Planner, among others.

This position is an existing vacancy within our team.

Responsibilities
•    Ability to apply principles of asset allocation to client portfolios
•    Research of dividend growing stocks, blue-chip stocks Canadian and US
•    Understanding and thorough research of the 24,000 ETFs, alternative strategies funds and Canadian mutual funds
•    Responsible for producing reports and monitoring client positions to ensure they are in line with model portfolios and proposals, reviewing and producing investment policy statements
•    Trade execution, monitoring, reconciliation, auditing, suitability
•    Review and optimize investment processes
•    Meet with wholesalers and attend investment presentations
•    Other responsibilities as required

Qualifications
•    Have worked at least 1 year in the financial services industry; being familiar with registered plans of all types
•    Must be proficient in MS Office Suite
•    Knowledge of financial and tax planning would be an asset

Education
•    Registered for CFA Level III or registered for the IPF-AMF-QC Financial Planning exam is required
•    Possession of a CFA Charter, CIRO Portfolio Manager License, and IPF-AMF Financial Planner license is preferred
•    Completion of the Canadian Securities Course and the Conduct and Practices Handbook is ideal

 

Why Apply:
Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?

If so, we’re ready to invest in you.

Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.
 
We are a proud partner of Pride at Work Canada.

Other details

  • Pay Type Salary
  • Required Education Some College
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