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 market-market-competitive salary and comprehensive perks are offered.
📌 Elite Complex Accounts & Estate Specialist Toronto
🏢 Richardson Wealth
📍 Toronto
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