Elite Complex Accounts & Estate Specialist

Richardson Wealth

📍 toronto, on, Canada 💼 Full-time 🕒 Posted June 05, 2026

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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.
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Job Details

Location toronto, on
Job Type Full-time
Category Other-General
Posted Date June 05, 2026
Application Deadline July 15, 2026