Watson Investments is a family-owned wealth management firm based in downtown Oakville. Since 1991, we have helped individuals, families, and business owners across Canada grow and protect their wealth through every stage of life. We provide personalized, concierge-style financial planning with a focus on retirement, estate planning, tax-effective strategies, and intergenerational wealth transfer. Our firm is built on trust, transparency, and a long-term commitment to helping clients make informed financial decisions. Account Operations & Processing Complete documentation for account openings, updates, transfers, and ongoing maintenance Support advisors by responding to client calls and emails Prepare materials and documentation for client meetings Special Projects & Administration Coordinate tax season documentation and requests Support estate settlement processes and related paperwork Committed to outstanding client service Office address: We welcome and encourage applications from all qualified individuals, regardless of gender, ethnicity, religion, sexual orientation or expression, disability, or age.

📌 Medical Services Administrator (Canada)
🏢 Watson Investments
📍 Canada