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-efficient strategies, and intergenerational wealth transfer. Our firm is built on trust, transparency, and a long-term commitment to helping clients make informed financial decisions.What You Will DoAccount Operations & ProcessingProcess a range of client transactions, including trades, transfers, contributions, withdrawals, and paymentsComplete documentation for account openings, updates, transfers, and ongoing maintenanceNavigate multiple systems to gather, verify,
and update client informationSupport advisors by responding to client calls and emailsPrepare materials and documentation for client meetingsSpecial Projects & AdministrationCoordinate tax season documentation and requestsSupport estate settlement processes and related paperworkWhat You BringComfortable working across multiple systemsKnowledge of the financial services industryExceptional attention to detail and accuracyStrong problem-solving skillsCommitted to outstanding client serviceAbility to multitask and manage competing prioritiesEnjoy being part of a team-oriented, growing teamRequirementsMinimum 5 years of industry experienceOffice address: 220 Randall Street, Oakville ON L6J 1P7Watson Investments is an equal opportunity employerWatson Investments is dedicated to fostering a diverse and inclusive workplace and is proud to be an equal opportunity employer. We welcome and encourage applications from all qualified individuals, regardless of gender, ethnicity, religion, sexual orientation or expression, disability, or age.How to ApplyInterested candidates are invited to submit their resume via email to
[email protected]. Please note that only those selected for an interview will be contacted.
📌 Client Services Associate (Oakville)
🏢 Watson Investments
📍 Oakville