Elite Complex Accounts & Estate Specialist (Toronto)

17 Oct

Richardson Wealth

Toronto

17 Oct

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 robust 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 benefits are offered.

📌 Elite Complex Accounts & Estate Specialist (Toronto)
🏢 Richardson Wealth
📍 Toronto

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