Elite Complex Accounts & Estate Specialist

Richardson Wealth

toronto, on, Canada
Full-time
Posted June 04, 2026

Job Description

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 benefits are offered.
#J-18808-Ljbffr