06 Sep
|
Richardson Wealth
|
Toronto
06 Sep
Richardson Wealth
Toronto
A leading wealth management firm in Toronto seeks a Complex Account & Estate Service Specialist to support Investment Advisors with complex account management. This role requires strong analytical skills, regulatory knowledge, and experience in wealth management. Responsibilities include acting as a central contact for inquiries, providing documentation support, and collaborating with internal teams to enhance service efficiency. A competitive salary and comprehensive perks are offered.
📌 Elite Complex Accounts & Estate Specialist (Toronto)
🏢 Richardson Wealth
📍 Toronto