Elite Complex Accounts (Toronto)

Elite Complex Accounts (Toronto)

22 Oct
|
Richardson Wealth
|
Toronto

22 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 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 advantages are offered.

📌 Elite Complex Accounts (Toronto)
🏢 Richardson Wealth
📍 Toronto

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