Watson Investments is a family-owned wealth management firm based in downtown Oakville. Since 1991, we have helped individuals, families, and business owners across Canada grow and protect their wealth through every stage of life. We provide personalized, concierge-style financial planning with a focus on retirement, estate planning, tax-efficient strategies, and intergenerational wealth transfer. Our firm is built on trust, transparency, and a long-term commitment to helping clients make informed financial decisions.

What You Will Do
Account Operations & Processing

Process a range of client transactions, including trades, transfers, contributions, withdrawals, and payments

Complete documentation for account openings, updates, transfers, and ongoing maintenance

Navigate multiple systems to gather, verify, and update client information

Support advisors by responding to client calls and emails

Prepare materials and documentation for client meetings

Special Projects & Administration

Coordinate tax season documentation and requests

Support estate settlement processes and related paperwork

What You Bring





Comfortable working across multiple systems

Knowledge of the financial services industry

Exceptional attention to detail and accuracy

Strong problem-solving skills

Committed to outstanding client service

Ability to multitask and manage competing priorities

Enjoy being part of a collaborative, growing team

Requirements

Minimum 5 years of industry experience

Office address: 220 Randall Street, Oakville ON L6J 1P7

Watson Investments is an equal chance employer
Watson Investments is dedicated to fostering a diverse and inclusive workplace and is proud to be an equal opportunity employer. We welcome and encourage applications from all qualified individuals, regardless of gender, ethnicity, religion, sexual orientation or expression, disability, or age.

How to Apply
Interested candidates are invited to submit their resume via email to [email protected]. Please note that only those selected for an interview will be contacted.

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📌 Client Services Associate (Ontario)
🏢 Watson Investments
📍 Ontario