Elite Complex Accounts & Estate Specialist (Ontario)

Elite Complex Accounts & Estate Specialist (Ontario)

19 Oct
|
Richardson Wealth
|
Ontario

19 Oct

Richardson Wealth

Ontario

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-competitive salary and comprehensive benefits are offered.
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📌 Elite Complex Accounts & Estate Specialist (Ontario)
🏢 Richardson Wealth
📍 Ontario

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